Processing Reports - Output type FILE

Note: Currently ONLY HCSD uses this feature.


nVision Reports may also be run to an output type of “FILE”. The file type writes the Excel file to a shared drive on the server that may be viewed from the V:\ Also, this feature may be used to run a report book for distribution of files to a shared location that may be viewed by many users.

Click the Type list to change the report output type.

In the Directory Name Template box, enter:

\\PSFILESRVR\LSUMC-NO.ENT\PEOPLESOFT\NVISIONRPTFiles\REPORTS\XXXX, where XXXX stand for HCSD or NewOrleans or Shreveport. Additionally, the user may enter deeper level folders to further identify their reports.


On the Process Monitor page, the new report appears at the top of the list. Press the yellow Refresh button until the report displays a Distribution Status of “Posted”.


Remember: Do not press the Refresh button more than once every 15 – 20 seconds.


To view the report, open Excel or Windows Explorer and navigate to the V:\PeopleSoft\nVisionRptFiles\Test\HCSD\EKLMC folder.

Processing Reports - Output type FILE

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 Type list.
Click the File list item.
Click the Scope and Delivery Templates link.
Click the OK button.
Click the Run Current Report Request button.
Click the OK button.
Click the Process Monitor link.