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Standard Reporting Services

Enterprise Reporting offers a selection of pre-defined budget and financial reports on the Enterprise Reporting Portal. These reports allow agencies to view budget and financial data online or print to a local printer. In addition, you can customize, schedule, email, and download reports in different file formats.porting System (AFRS)

See Financial Reports Inventory for a list of standard financial reports available for use.

Frequently asked questions

The portal times out after 60 minutes of inactivity.

No. Closing your Internet browser will log you off.

Getting Started

Enter your current Enterprise Reporting Portal user identification (ID) and password.

Click on “Forgot Password.” The system will guide you through the forgot password process.

After five failed attempts, the system will disable your account and an ER administrator will need to reset the account for you. Request a password reset through the HereToHelp@ofm.wa.gov.

Navigation

Select a report folder on the left; the reports contained in that folder will be displayed on the right. Double click the report you wish to schedule.

Right-click on the report name and choose “History” to view your specific report instances.

Locate the scroll bar to the right of the parameter dialog and scroll down to view all parameters available.

Hint: You can increase the size of the parameter dialog box by click and dragging the lower right hand corner to the size you need. This resizing will be retained until you close the Portal.

Pick lists in the reporting portal are not pre-populated with values. To load the values for a pick list, click on the phrase, “Click to load list.”

You can either scroll using the scroll bar, roller mouse, or you can use the page navigation buttons located in the viewer toolbar.

If you click to load the fiscal year (FY) or fiscal month (FM) pick list for these reports, the appropriate FY Begin and/or End FM value(s) will be dynamically loaded based on the fiscal year you are in.

Examples:

  • If you click on the FY pick list during July 2012 through December 2013, the value will be “FY2” (FY 13) for Biennium 2011-2013.
  • If you click on the FY pick list during January 2014 through December 2014, the value will be “FY1” (FY 14) for Biennium 2013-2015.
  • If you click on the Begin and End FM pick lists during July 2012 through December 2013, the Begin FM value will be “13 -Jul FY2” and the End FM will be “24A-Adj FY2.”
  • If you click on the Begin and End FM pick lists during January 2014 through December 2014, the Begin FM value will be “01 -Jul FY1” and the End FM will be “12A-Adj FY1.”

For some reports, there is only a FM pick list. In this case, the FM value will be “-Current.”
Note:For the first six months of the fiscal year or biennium, the FY and FM values are populated for the previous fiscal year as we are working on completing the CAFR/fiscal year-end process.
The reports in the following folders are affected:

  • Financial Reports/Accounting (all sub folders within this folder)
  • Financial Reports/Administering Agency
  • Financial Reports/Financial Statements (all sub folders within this folder)

If you are using multiple values in a parameter, make sure the typed values are separated by a comma.  The use of semi-colons will result in the "Schedule" button being inactive.

Viewing Reports

From the Internet toolbar, go to Tools > select Internet Options > click on the Advanced tab > check the box for Enable native XMLHTTP support.

Firefox version 19 started using an integrated custom PDF viewer. You must change the default location for PDF documents to use Adobe.

From the Firefox toolbar, click on the Open Menu icon > select Options > click on the Applications tab > select the type of file from the Content Type column for which you want to change the default action (in this case Portable Document Format PDF) > Click on the Action dropdown box for your selected file type > select Use Adobe Reader (default) > Click OK to close the Options window.

Note: Adobe Acrobat Reader must be installed to print reports with the viewer.

Printing Reports

Adobe Acrobat Reader must be installed to print reports with the viewer.