This page provides instructions for running reports in CMS.
Run Reports in CMS
Before You Start
Determine what you want to include in the reports.
- Enter ofweb.stanford.edu in the browser
- Click Login
- As prompted, log in using SUNet ID and password
- Click SU CMS USER
- Select Report tab
- Enter account (PTA) search criteria from the Reports screen
- Select Go – Execute Your Search
To view reports you ran in the past 60 days, select View Previously Run Reports.
- Select the checkbox in the Select column for each account (PTA) you want to include from the search results list
- Enter or search for a time period in the Period field
- Select the Budget Version (hard or soft) from the drop-down menu
- Select Continue
- Select the check box in the Select column for each report you wish to run from the Select Report(s) to Run screen Select the Sample Report icon to view a sample of any report.
Under Report Options:
- Select the Commitment Type (CMS or Hard)
- Select the Output Type (PDF or Excel)
- Enter Request Name (optional field for easy recognition)
- Select 720-Rollup Level if you have selected the 720: PTA Overview report
- Select Detail and/or Summary level
- Select Additional Options (none, salary vs. non-salary)
- Select the month and year for the Start and End Period (the time period cannot exceed one year)
- Select 800-Rollup Level and select Actual Months if you have selected the 800: Month By Month Burn Rate: by PTA report
- Select 820-Notes Level if you have selected the 820: PTA Notes report
- Click Run Report(s) to execute the reports you selected
- From the Requests Summary table, select Refresh button until the Phase column indicates "Completed" and an icon appears in the Report column
- Select Report icon to view the report
- Save the report file to the location of your choice if desired