Training Resources - Querying in Banner
The documents on this page are helpful for learning how to obtain needed information from Banner and export it for reporting purposes.
Common Banner Finance Queries (PDF )
This document is a compilation of the most common Banner queries used within Finance, with an explanation of when and why to use each of them as well as how to execute them.
Financial End User Reports (Instructions: PDF ; Macros: XLS )
There are 16 financial end user reports written in Cognos. The instructions walk a user through how to select the proper runtime parameters for each report. Users have various output options in Cognos including Adobe PDF and Excel spreadsheet.
The macros should be used to format the reports in Excel to make them printer ready. The macro file should be saved in the D:\Userdata\Excel directory.
'My Banner' Set Up (PDF )
Instead of having to remember all the Banner acronyms for maintenance and inquiry forms and process or find them in the regular Banner Main Menu, you can personalize your own menu. Use these instructions to personalize 'My Banner'.