Tyler Technologies MUNIS Segment Report Instructions

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.

ClearGov Categorization and Segment Reports

The Segment Reports enable ClearGov to categorize your municipality’s revenue and expense data. There are two types of categorization - ClearGov and Native:

• ClearGov categories are standardized, so data from one organization can be compared to data from other organizations. This results in an apples-to-apples comparison and enables peer analysis to be displayed in your Transparency site.
• Native categories are custom and defined by you. This customization enables you to display your financial data in a way that is familiar to your internal and external constituents.

To create and export your Segment Reports:

1. Go to the General Ledger Menu (Financials > General Ledger Menu).
2. Select A. Set-Up/Chart of Accounts Menu.
3. Select C. Chart of Accounts Segments.
4. Select a segment. At the bottom of the screen, you will see the number of items included in that segment. Select the browse icon in the toolbar to see the full list on the screen. There, you will also see the option to export the list to Excel.
5. Export the list directly to Microsoft Excel by selecting the Excel toolbar option (look for the Excel symbol).
6. Repeat Steps 4 and 5 for each segment.

  Example: Segment Report for Segment 1 - Fund (from Tyler Technologies MUNIS)