Running contract disclosure BIRT reports

Run contract disclosure BIRT reports.

1. Go to Contracts > Financials > Process Contract Disclosure Reports and click Add.
2. On the General section, enter a Name.
3. Select the Accounting Type to list the available reports. Selecting Accounts Payable (AP) displays the Lessee reports, and selecting Accounts Receivable (AR) displayed the GASB 87 Lessor accounting standard reports.
   If the GASB accounting standard is set for accounts payable, selecting the GASB96 checkbox displays columns that are based on the GASB 96: Subscription Based IT Arrangement (SBITA) accounting standard.
4. Select a Report Name from the list. The Parameters, Business Unit, and BIRT Report sections are displayed.
5. On the Parameters section, set the Report Currency, Accounting Calendar, Period From, Period To and other parameter values as needed for the report. Some reports have a Period As Of parameter instead of Period From and Period To parameters.
6. On the Business Unit section, select one or more business units.
7. On the Contacts section, select people to receive an email notification when the report is processed.
8. Click Create Draft.
9. Review all the information and click Process. The Contract Disclosure Report form is closed.
10. After the Contract Disclosure Report record is processed, reopen the record to see the report under the BIRT Report section. A snapshot of the report is also captured on a Contract Disclosure Report Log record, which is displayed under the Contract Disclosure Report Log section.
    Note: If the Contract Disclosure Report is reprocessed, another Contract Disclosure Report log record is created.

    The Contract Summary Balance DTO record is displayed under Contract Summary Balance DTO section and shows the following information:

    • The fields that are used in calculations of columns that are displayed on the BIRT Disclosure and Roll Forward reports.
    • Lease and reporting currencies information.

    Some reports display a Force Recalculate checkbox in the Parameters section. If you change the currency conversion rates of previous periods after the report was processed, select this checkbox. When the report is reprocessed, the previous periods are recalculated with the most recent currency conversion rates. Otherwise, the report continues to use the old currency conversion rates.

11. When the report is processed for the selected fiscal period, click Complete.