Run Reports in CMS

1. Enter ofweb.stanford.edu in the browser
2. Click Login
3. As prompted, log in using SUNet ID and password

1. Click SU CMS USER

1. Select Report tab
2. Enter account (PTA) search criteria from the Reports screen
3. Select Go – Execute Your Search

To view reports you ran in the past 60 days, select View Previously Run Reports.

1. Select the checkbox in the Select column for each account (PTA) you want to include from the search results list
2. Enter or search for a time period in the Period field
3. Select the Budget Version (hard or soft) from the drop-down menu
4. Select Continue

1. 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:

2. Select the Commitment Type (CMS or Hard)
3. Select the Output Type (PDF or Excel)
4. Enter Request Name (optional field for easy recognition)
5. Select 720-Rollup Level if you have selected the 720: PTA Overview report
   1. Select Detail and/or Summary level
   2. Select Additional Options (none, salary vs. non-salary)
6. Select the month and year for the Start and End Period (the time period cannot exceed one year)
7. Select 800-Rollup Level and select Actual Months if you have selected the 800: Month By Month Burn Rate: by PTA report
8. Select 820-Notes Level if you have selected the 820: PTA Notes report
9. Click Run Report(s) to execute the reports you selected

1. From the Requests Summary table, select Refresh button until the Phase column indicates "Completed" and an icon appears in the Report column
2. Select Report icon to view the report
3. Save the report file to the location of your choice if desired