Overview

The following article is a start guide for those using SAH-AR-TransactionDetail-View.

If you are looking to report on AR Transaction but do not need the financial accounting behind the transaction then start with the SAH-AR-Transaction-View.

Critical Concepts

Unique to this View

• One row per CCOA chartstring per transaction. Which means multiple rows per transaction.

  • Be sure to use SIS Transaction Type

• Includes Student PID and Detail Code narrow details on that transaction.

• Intended to show the accounting behind the transaction.

Pre-Joined Data

• SAH-Demographics-View per Student ID

• SAH-StudentStatsPerTerm-View per Student ID

• FINAH CCOA

• FINAH Managerial Reporting Account Hierarchy and Managerial Reporting Fund Hierarchy

Masked Data

The contents of the following fields will only be available to those who have requested access.

• SIS Detail Code Description

• SIS Detail Code Description Short

• SIS Category Code

• SIS Category

• SIS Category Description

PIDs

SAH-AR includes more than Student PIDs as more than Students can make payment. Use these fields to find the PIDs for other types of payers.

• SIS Transaction Internal Ref ID

• SIS Transaction Description

Steps to Take

Key Fields to Display

• SIS Account ID

• SIS Transaction Date

• SIS Category

• SIS Process Type

• SIS Detail Type

• SIS Transaction Internal Ref ID

• SIS Transaction Description

• SIS Dist Percent

Key Fields to Filter on

• SIS Account ID

• SIS Detail Type

• SIS Detail Code Dist

Granularity

Granularity is the scale or level of detail present in a set of data.  It identifies where levels of uniqueness exists in the data.  The data lives in the view at the lowest level, but each BI tool totals the levels differently.

Grain = SIS Account ID / SIS Transaction Number / SIS Detail Code Dist / SIS Detail Code Dist Ref Number