In this topic you will learn how to Process Basic Reports - Window Method.
NOTE: The Window method is the most commonly used output for nVision reports.
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 "LSUNO".
A list of available reports for that Business Unit is displayed.
Now, select the report you want for this particular Business Unit. In this example, you will run the CREX111 - Cash Receipts & Expenditures Report for HCSDA. Choose the BSDETAIL - Balance Sheet Detail Report for LSUNO and LSUSH.
Click the CREX111 or BSDETAIL link.
No other changes are needed on the page with the Output Options Type set to Window.
Many nVision reports include Macros to perform tasks within the spreadsheet. On these reports, a Security Warning will display at the top of the spreadsheet indicating that the Macros are disabled.
Click the Enable Content button to enable Macros.
A pop-up Security Warning message displays.
Click the Yes button.
NOTE: There is a method to enable all of the macros within Excel for your computer. The instructions to perform this task are included in the Appendix to this guide.
Click the File menu option at the top left of the Excel window to close the window and exit Excel.
Click the Exit menu option.
As the report begins to run, a pop-up window displays. It will display the status of the report as it progresses: Queued, Processing, Success, Error, etc.
When the report processes to "Success", the pop-up window enlarges and a new Excel window displays. Sometimes the report that opens will not be maximized.
You may print the report or perform any nVision drills or Excel functions on the spreadsheet as desired.
The third Internet Explorer icon, nVision-Report - NVSRUN...is for the processing window that was opened while running the report. This is no longer needed and should be closed.
After enabling the Macro content and pressing the Yes button, you are returned to the spreadsheet. The Security Warning message has disappeared and the Macros included in this file are enabled.
Notice the grey task bar at the bottom of the screen. To the right of the Start button, there are 3 Internet Explorer icons for PeopleSoft and an Excel icon. The Excel icon is active.
The first Internet Explorer icon represents the IE session that you opened prior to launching PeopleSoft. DO NOT CLOSE THIS.
To navigate back to the report request in PeopleSoft from Excel, simply click the Define Report Request icon (it should be the second Internet Explorer icon).
This page is divided into three main sections:
1. The Report Request Section;
2. The Report Data Section; and
3. The Output Options Section.
The Report Request Section
The top section includes the Business Unit and Report Request Name, the 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).
The Report Data 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 checkbox displays below the "Tree As of Date" line that reads: "Override Tree As of Date if Specified in Layout".
The Output Options Section
Output Type: Allows the user to choose the output type of Web, Window, File, Email and Printer. For this example, the type of Window will be selected.
The Output format should ALWAYS be Microsoft Excel, .xls.
The processing window closes, leaving the original IE session and the icon for the Report Request window available.
Click the Define Report Request button to navigate back to the Report Request page.
Click the Excel button in the task bar to navigate back to the Excel spreadsheet.
This complete Process Basic Reports - Window 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. "LSUNO".