In this topic you will learn how to Process Prompt Reports.
When working in Reports, enter your Business Unit: HCSDA, LSUNO, or LSUSH.
For training purposes only, enter the desired information into the Business Unit field. Enter "HCSDA".
The Report Requests for reports that include prompts all begin with the letter "W". To choose a report request from the available list, enter a "W" in the Report ID field.
A list of available Report Requests for the specified Business Unit displays. Scroll through the list and select the report request called WTBSGFND.
In this example, only the Business Unit, Report ID and Fund Code are in bold text, thus these are the only fields requiring data. No changes are needed to the Business Unit.
NOTE: The Output Type is set to Window.
NOTE: After clicking the OK button and returning to the Report Request page, the nVision Processing Window will display.
Once the report has processed to the Success status, the Excel file opens.
You may print, save or perform any desired drilldowns.
This page is used to enter the prompt values desired to run the report. Each of the fields that appear in bold print are required for this particular report. The fields that appear in grey are not utilized in this case.
The Business Unit is required for every report as it defaults in from the Report Request. The Business Unit may be overwritten on the LSU Define Prompts tab to request different data for a different Business Unit.
NOTE: Row security exists and you will only be able to retrieve results for the business units to which you have security access.
When required in a Report Request, the chartfield values may accept wildcards or partial wildcards. The wildcard is the "%". The date fields, most commonly, must be entered in full.
If the amount in the cell is large and does not display fully, you may adjust the column width as you would with any spreadsheet.
This completes Process Prompt Reports.
When working in Reports, enter your Business Unit: HCSDA, LSUNO, or LSUSH.
For training purposes only, enter the desired information into the Business Unit field. Enter a valid value e.g. "HCSDA".
The Report Requests for reports that include prompts all begin with the letter "W". To choose a report request from the available list, enter a "W" in the Report ID field.
In this example, only the Business Unit, Report ID and Fund Code are in bold text, thus these are the only fields requiring data. No changes are needed to the Business Unit.