Weekly Tasks Procedures

Sending parking file to payroll

 

  • Log into Crystal Reports and select the file "Weekly Off Campus Reports.rpt"
  • Click on Select Expert and adjust the dates to reflect the last day of the last report as your first date and the current date as the second date
  • Select OK and Refresh Data
  • Put in the password and enter and then click finish
  • Select File then export then export report.  For Format: choose Microsoft Excel 97-2000-Data only (XLS).  For Destination: choose Application then select OK.
  • Select Custom then OK
  • In Excel highlight entire record and select Format/AutoFit Column Width.
  • Sort & Filter by Decal Issue Date then Decal Type.
  • Edit according to any record that has changed their parking decal type.
  • Save record to I: parking committee/ksu parking status with the current date range.
  • Email HRMS@kennesaw.edu and inform them that the parking file has been added to the spreadsheet.

 

Decals Issued Reports

 

  • Log into Crystal Reports and select the file "Parking decal issue reports.rpt"
  • Click on Select Expert and adjust the date to the next day after what is shown for both dates then select OK.
  • Select Refresh Data and put in the password, enter and click finish.
  • Select File then export then export report.  For Format: choose Microsoft Excel 97-2000-Data only (XLS).  For Destination: choose Application then select OK.
  • Select Custom then OK
  • Open the Decal Issued Reports folder in R: Parking/Decal Issued Reports and select the current month.
  • Select the appropriate day and copy and paste the record.  Then select Format/AutoFit Column Width.
  • Save record and close.    

 

Higher One Clearing House Reports

 

  • Log into Higher One Support, click on Reporting & Tools, then Clearing Account.
  • Click on Refund File for the appropriate date.
  • Click Download to Excel then open.
  • Open the HO Clearing House folder on R:\Statistics\.  Select the appropriate Fiscal year's folder and the appropriate month.
  • Right click the bottom of the spreadsheet to add another worksheet.
  • Copy and paste the downloaded record into the new worksheet and select Format/Auto Fit Column Width.
  • Custom Sort under Sort & Filter, first by Status then by Amount and click OK.
  • Rename the worksheet to the proper date and place in proper order, then save and close.

 

 

 

 

 

 

Open the Decal Issued Reports folder and select the current month.

Select the appropriate day at the bottom of the spreadsheet and copy and paste the