This article is intended for: Admins

Use this article for: exporting an account inquiry report to provide to the Data Onboarding team. 

After reading this article, you should be able to: Export a data from Tyler Technologies MUNIS with the required fields/columns to supply the Data Onboarding team with the needed data for the onboarding process.

Let's look at how to export data from Tyler Technologies MUNIS to be used during the data onboarding process and data updates. 

Note: Some Tyler Technologies MUNIS clients may have different system functionalities. If these instructions do not apply to your system, Senior Data Advisors can collaborate with users to identify an alternative report that meets their needs.

Account Inquiry Reports

The Account Inquiry Reports provide line-item output of your general ledger with updated actual data.

1. Open GL Account Inquiry. The location of the GL Account Inquiry program varies with your MUNIS version and menu options. The most common options are as follows:
   • Financials > General Ledger > Inquiries and Reports > GL Account Inquiry
   • Financials > GL Account Inquiry
   • Dept > GL Account Inquiry
   • My Programs > GL Account Inquiry
2.  Basic Find
   • Select the Find binoculars symbol.
   • Enter the Fund Number into the Fund box.
     • NOTE: To export all funds at once, you may be able to leave this blank.
   • Select Expenses from the Type box.
   • After you have made your selection, select the Accept green checkmark icon to submit your search criteria.
3. Select the Current year.
   • Export a summary report directly to Microsoft Excel by selecting the Excel toolbar option (look for the Excel symbol) and selecting Summary when prompted.
4. Repeat Steps 2 and 3 for each fund.
5. Then repeat Steps 2 through 4 for revenue, selecting Revenue from the “Type” box (instead of Expenses).

Example: Account Inquiry Report (from Tyler Technologies MUNIS)