MicroStrategy Accounts Receivable
Accounts Receivable Reporting in MicroStrategy
MicroStrategy is a business intelligence tool that allows users to view and analyze large volumes of complex data from multiple perspectives. Virginia Tech uses MicroStrategy to support financial reporting and data analysis across the University.
MicroStrategy pulls data directly from the Banner Accounts Receivable Data Warehouse. The reports you run in MicroStrategy reflect Banner transactions as of the prior business day, and the data available to you is based on your organization and fund access in Banner.
The Office of the University Bursar has developed an Accounts Receivable Reporting Menu to assist departments in monitoring receivables, charges, payments, and balances. This menu provides access to key AR reports designed to support reconciliation, analysis, and decision-making.
Listed below are the standard Accounts Receivable reports available through MicroStrategy. Click the link for additional details on each report.
Charge & Payment Reports
- Charge Balance Report
- Charge/Payment Report for Departmental Users
- Charge/Payment Report by Fund and Account
- Charge/Payment Report by Invoice and Customer
Student Reports
- Student Assessment Report
- Student Charge/Payment Report
Reconciliation
- Commerce Manager to Banner Reconciliation
To run MicroStrategy Accounts Receivable reports, users must first request access through the Identity Management Service (IMS) system.
In IMS, select Accounts Receivable, then choose Data Warehouse and Web Reports. After completing the request form, print it, obtain the required signatures, and return the signed document to the Office of the University Bursar for processing.
Users must also have Finance access for the organization(s) they wish to report on. Without this access, data will not be visible in MicroStrategy.
For questions about access or report functionality, contact bursar@vt.edu.
Accounts Receivable Reporting Assistance
Please review the training information and resources available on the MicroStrategy Accounts Receivable webpage. These materials are designed to help users learn independently and become familiar with running and interpreting Accounts Receivable reports.
If you have questions after reviewing this material or need additional assistance with AR reports, contact bursar@vt.edu.