Processing Basic Reports

In this exercise you will learn how to run basic nVision Reports.


Please note: Web nVISION is available only in RPT database.

Enter the desired Business Unit into the Business Unit field.


For this example Enter "EKLMC".

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 will we run the Cash Receipts & Expenditures Report.


Click the CREX111 link.

•The Report Scope Box will contain the Scope name if one is used with the Report.


•The Folder Name box will not be used (For web based report distribution within the repository)


•The Directory Name Template box will be used to identify the file location if the File output type is selected. (:\\PSFILESRVR\LSUMC-NO.ENT\PEOPLESOFT\NVISIONRPTFiles\Reports\XXXX, where XXXX is entered as “HCSD” or “NewOrleans” 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 is used to identify the file name that will appear in the Report Repository. NOTE: These variables currently exist in the windows version of nVision and will be carried over to the web product. 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 will not be used (For web based Report Distribution within the repository)


You should generally not need to change any of the settings in the top section of the page. This appears as it does in the windows report request.


This page includes all of the entry boxes from the link on the Advance option page plus an Email template box. This box would be used if the report output type is set to email.


This page allows the user to enter the prompt values for the report using 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.


Click the Refresh button to view the status of the report.


Reminder: Wait at least 15 seconds between each time you press the Refresh button.

The Run Status is “Success” and the Distribution Status is “Posted”, Click the Go back to Report Request link.

A list of reports for your userid is displayed. To open a report, press the report name link in the Description column of the page.


Note: The information appearing in the description column is the result of the specification in the Content Description Template box on the Report Request.


Click the Open button to view the report.

This page is divided into three main sections.


The top section includes the Descriptive Report Title, the Layout name that is utilized by the Report Request,

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 be set to “Use As of Reporting Date”.

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 type of web is used. The type of Window will be used in the example for the drill feature. An example of writing the report to a file and sending a report via email will follow the drill example.


The Output format should be Microsoft Excel, .xls. The other option, HTML, will produce reports, however, the formatting is incorrect.

The report opens in an Excel file.


Note:

The window may be minimized on the desktop.

Processing Basic Reports

This concludes the Processing Basic Reports Section.

Enter the desired Business Unit into the Business Unit field.


For this example Enter a valid value e.g. "EKLMC".

Click the Reporting Tools link.
Click the PS/nVision link.
Click the Define Report Request link.
Enter the desired information into the Business Unit field. Enter
a valid value
e.g.
"EKLMC"
.
Click the Search button.
Click the CREX111 link.
Click the Scope and Delivery Templates link.
Click the OK button.
Click the Advanced Options tab.
Click the Enter Delivery Template Options - View All link.
Click the OK button.
Click the LSU Define Prompt tab.
Click the nVision Report Request tab.
Click the Run Current Report Request button.
Click the Server Name list.
Click the PSNT list item.
Click the OK button.
Click the Process Monitor link.
Click the Refresh button.
Click the Go back to Report Request link.
Click the Report Manager link.
Click the Cash Receipts & Exp - Fund 111 link.
Click the Open button.