Banner SSB: Budget Status by Organizational Hierarchy
0Frequently Asked Questions
- What do I need to access Banner SSB and run the Budget Status by Organizational Hierarchy query?
You must log into Banner SSB using Single Sign On. If you are off campus, connect to the VPN before logging in. You will also need the org code to run the query (the program code will pre-populate).
- How do I view only operational expenses in the query results?
When creating the query, enter the org code and put 71 in the Account Type field to view operational expenses. You may leave Account Type blank to include all account codes.
- How do I drill down to see transaction details and what account types might I see?
After submitting the query, drill down by clicking the org code, then click the Account Type to drill further. In the example, two account types appear: 71 (operational expenses) and 72 (equipment). Clicking either lets you view full transaction details for the fiscal year.
- How can I save, share, edit, or export a query from the dashboard or results view?
From the dashboard you can create a new query, favorite (star) a query, share to Shared Queries (triangle), or delete (trash can). In the results view you can click the pencil icon to edit, the triangle to add to Shared Queries, Save to keep the query, or download the query to Excel for offline work.
- Any ongoing maintenance or support I should be aware of after saving queries?
Yes — you must update the fiscal year for all saved queries at the beginning of the new fiscal year. For general questions contact TCSS; for questions about a particular transaction contact the Budget office.