BRS Corporate Documents

The Business Objects Corporate Documents area provides access to pre-defined, prompt-driven reports that you can run to retrieve a standardized perspective on your data.

The following reports are available under the "BRS" category:

BRS Snapshot: After prompting the user for SSN, this query will return Name, Amount, Account2, Paid Applied Amt, Paid Applied Date, Batch Reference & Date, Bill Date, Term, BRS Descr, C/P, Subcode, and BRS Term, from all Detail, Intermediate and History (History, as of 2003) Records.

BRS Snapshots for Multiple Students and Record Type: After prompting the user for multiple SID or Penn IDs, and Record Type (Detail or Intermediate and History or all) this query will return Name, Amount, Account2, Paid Applied Amt, Batch Reference & Date, Bill Date, Term, BRS Descr, C/P, Subcode, and BRS Term, from all SSNs and all record types specified. (History Records, as of 2003)

BRS Subcode Summary: For Detail records (where Detail = Y), displays subcode totals by BRS term. Report tabs show applied and unapplied amounts, as well as batches with zero amounts.

Select Subcode and BatchDate: Prompts user for a specific Subcode and a Batch Date range (begin date/end date), then returns SSN, Name, Batch Date, and Amount for all transactions meeting the condition, from Detail, Intermediate, or History (History, as of 2003) records.

To import reports for your own use:

Using InfoView:

The InfoView web page allows you to view the list of corporate documents in the Business Objects repository and refresh and download those documents via the web. To access the corporate documents using InfoView (Business Objects users only):

1. Point your browser to https://zinc.isc-seo.upenn.edu/wi
2. Click the blue "Log In" button. Enter your Business Objects ID and password in the User Name and Password fields that appear. Click OK to continue to the InfoView Welcome page. You should not click the "Remember my password" box, as this would allow anyone using your browser to access the Data Warehouse under your ID.
3. Click the Corporate Documents link. You may then click on a document name to view the structure and then refresh it, or download it, or edit it using Business Objects.

Using the Business Objects client software:

1. Log on to Business Objects.
2. From the File menu, click "Retrieve From", and then "Corporate Documents".
3. Click on the name of the file you'd like to retrieve, and then click the Retrieve button. You may choose whether to open the document upon retrieval.
4. Retrieved files are saved in your UserDocs directory by default. You may wish to relocate and/or rename them.