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Reporting Table Utilities

new **wss 1/26/23






Refresh Budget Prepare Reporting Tables (GL/PP dist)



What It Does

Updates the reporting table to match the most recent data in budget prepare by version.

When to Run
If you haven’t run a global calculation on this version, then run this feature to refresh to current.

Requirements
All versions are updated when this feature runs




Refresh Patient Episode Cost Summary




What It Does
Updates the reporting table that reports Patient Activity Costing.  Updates all fiscal years

When to Run
Can be run on-demand if needed to refresh the reporting talbe for patient episode cost summary.  Should be refreshed automatically when the detail costing table is built.

Requirements
All fiscal years are updated in this reporting table.


Refresh Line Item Tree Combinations

What It Does
Updates the reporting table that reports Budget prepare detail in combination with reporting trees.  Updates all fiscal years

When to Run
Can be run on-demand if needed to refresh the reporting table.  Normally performed in the process scheduler given uses significant resources.

Requirements
All fiscal years / versions are updated in this reporting table.


Refresh GL Actuals/Budget Summary Reporting Table

What It Does
Updates the reporting table that reports Actual and Budgets combined.  Updates all fiscal years

When to Run
Typically this job already runs after global budget calculations and after importing GL actuals.  As takes a lot of resources, suggest running it through job runner instead if you feel the numbers are not up to date.

Requirements
All fiscal years are updated in this reporting table.


Refresh Payroll Actuals/Budget Summary Reporting Table


Refresh Mat Tree Flat Details



What It Does
Refreshes Materialized trees with actuals and budget

When to Run
After any major updates for budget or actuals downloads

Requirements
None

<b>Notes</b>
Impacts:
– vw_rep_general_ledger_actual_trees
– vw_rep_general_ledger_budget_trees
– vw_rep_inventory_actual_trees
– vw_rep_payroll_actual_trees
– vw_rep_payroll_budget_trees


Refresh Materialized Payroll Employee Summary




What It Does
Refreshes materialized payroll reporting table for both
Actual and budget at the employee level

When to Run
As required

Requirements
Fiscal Year(s)
Period Type

Notes
Fiscal Years, typically a single year for analysis, at most current and prior suggested. (large file)
Period Type:  3 both PP and GL, 2 PP only, 1 GL period only.  Impacts size/speed of reporting