In this topic you will learn how to Process Basic Reports - Web Method.

NOTE: Web nVision is only available in the RPT database.

When working in Reports, enter your Business Unit: LSUSH, LSUNO, or HCSDA.

For training purposes only, enter the desired information into the Business Unit field. Enter "HCSDA".

A list of the available reports for that Business unit will display.

Now, select the report you want for this particular business unit. In this example we will run the Cash Receipts & Expenditures report.

For HCSDA, click the CREX111 link. For LSUNO or LSUSH, click the TBPERIOD link.

Click the Scope and Delivery Templates link in the Output Options section.

Most often, users will not make any changes to this subpage.

Generally, you should not need to change any of the settings in the top section of the page.

This page includes all of the entry boxes from the link on the Report Request page, plus a File template and an Email template.

The File template box is used to name the .xls field. In the example, the variable %RID%-%RBU%.xls is entered. When the report is run, the Excel file will be named CREX111-HCSDA.xls or TBPERIOD.xls for LSUNO and LSUSH.

The Email box would be used only if the report output type is set to Email.

NOTE: Every report request must be saved before running the report.

On the Process Scheduler Request page, click the button to the right of the Server Name field.

You will be returned to the Report Request page.

Click the Refresh button periodically until the Run Status = Success and Distribution Status = Posted.

REMINDER: Wait at least 15 seconds between each time you click the Refresh button.

The Administration tab should be the active tab.

This page displays a list of reports for your UserID. The uppermost report in the list is the most recent one. To open a report, click the report name link in the Description column of the page.

NOTE: The information displayed in the Description column is the result of the specification in the Content Description Template box on the Report Request page.

Click the Cash Receipts & Exp - Fund 111 link for HCSDA users. LSUNO and LSUSH users, please select the Trial Balance by Period link.

A new window opens and the report displays in an Excel window.

Click the Maximize button on the report to expand the spreadsheet to fill the window.

The Report Request Section

The top section includes the Business Unit and Report Request Name, Descriptive Report Title, and the Layout name that is utilized by the Report Request.

To the right are links that allow users to copy the report request (based on user's security), Transfer (navigate) to Report Books, navigate to the Process Monitor and navigate to the Report Manager. An additional link allows users to Share private report requests with other users (security based).

This page is divided into three main sections:

1. The Report Request Section;

2. The Report Date Section; and

3. The Output Options Section.

The Report Date Section

Includes the “As of Reporting Date” and the “Tree As of Date”. Typically, the “As of Reporting Date” is either the “Business Unit Reporting Date” or the selection of “Specify” which allows the user to enter a specific date for the report. The “Tree as of Date” will typically be set to “Use As of Reporting Date”.

A check box displays below the Tree As of Date line that reads, "Override Tree As of Date if Specified in Layout". This box will always remain checked.

The Output Options Section

Output Type: Allows the user to choose the output type of Web, Window, File, Email, or Printer. For this example, the output type of Web is used. The output type of Window (most commonly used) will be demonstrated in the next exercise and in the example for the Drill feature. Writing the report to a file and sending a report via email documentation are included in a later exercise.

The Output format will always be Microsoft Excel, .xls.

• The Directory Name Template box will be used to identify the file location if the File output type is selected. (Instructions for this type of report processing are in the Appendix.  HCSDA is the only unit to utilize this feature ) : \\PSFILESRVR\LSUMC-NO.ENT\PEOPLESOFT\NVISIONRPTFILES\REPORTS\XXXX, where XXXX is entered as "HCSD" or "New Orleans" or "Shreveport". You may also add deeper level folders after the XXXX level to further segregate the reports. To view the finished reports, the pathway is: V:\PeopleSoft\nVisionRptFiles\Reports\XXXX.

• The Content Description Template (not shown for this report) is also used to identify the file name that will appear in the report Repository. This option will display when the Output Options Type is Web or Window.

The values displayed in the screen shot use Report Variables. The %RBU%-%RTT% (Requesting Business Unit - Report Title), the %RID% (Report ID) and the %SFD%-%RTT% (Scope Field Description - Report Title) are the most common examples.

• The Security Template (not shown for this report) will not be used for Web based Report Distribution within the repository,

Some reports include Macros and you may receive a Security Warning pop-up.

Click the Enable Content button.

NOTE: The window may be minimized on the desktop.

A Security Warning message will display.

The nVision Web Output subpage displays. The options displayed on this subpage are determined by the Output Type selected on the Report Request tab, and the choice of window, web, email, printer, or file. The examples in the screenshot are based on the output type of Window or Web.

• The Report Scope Box will contain the Scope name if one is used with the Report. (Scopes are used to create multiple report instances based on a set of parameters.)

• The Folder Name (not shown for this report) will not be used by LSUHSC.

• The File Template is used to identify the file name that will appear in the Report Repository. This option will display when the Output Options Type is File, Email or Printer.

This page allows the user to enter the prompt values for the reports that use run-time prompts. Fields that are bold are required prompt values for the report. In this example the report is a basic one, not using any prompts. Thus, there are no required fields for entry.

This completes Process Basic Reports - Web Method.

When working in Reports, enter your Business Unit: LSUSH, LSUNO, or HCSDA.

For training purposes only, enter the desired information into the Business Unit field. Enter a valid value e.g. "HCSDA".

For HCSDA, click the CREX111 link. For LSUNO or LSUSH, click the TBPERIOD link.