Transcript Slide 1

How to Run NVision Reports
STEP BY STEP SCREEN SHOTS
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Once you log into PeopleSoft, look for the menu option called TU Report Distribution,
on your main menu. Click on it.
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You will then see this screen. Click on the link that says Run nVision Report Book.
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You will see this screen next. The report books are already built for you, so from
this screen just click on Search.
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Your Report Book will look something like this. You may see more reports depending on
your access and how many department or grant budgets you are managing.
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From this screen select which reports you would like to run. Then make sure the as-ofdate is the correct date in which you want to run the reports. When you are ready, click
Run to run the reports.
3. Click Run
2. Select Date
1. Select
Reports
to run.
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When you click run you will see this screen. In the Server Name field, use the drop down
menu to select the server PSNT.
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Then in the Type field, use the drop down to select Web which will generate your reports to your screen
and save copy to Report Manager. To email reports instead proceed to page 20.
Use the drop down menu under Format to select XLS or HTM. Then click OK.
HTM gives you drill down, it is recommended for report ID’s starting with DPL, NPL and F. All other
reports must be run with XLS or they will error when trying to open in Report Manager.
Once you have done that click OK.
2.
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The system takes you right back to your beginning page of the Report Book. It is gathering
the information for the reports you requested. To view the status of the report, click on the
Process Monitor link.
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You will see a screen that looks like this. Your most recent process will always be the first line.
In the Run Status column and the Distribution Status column we are looking for a Success and
Posted. To see if the status has changed in these columns click on the Refresh button.
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Once you get a Success and Posted in those columns, click on the link Go back to Run nVision
Reportbook.
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You will end up again right back at your Report Book page. To be able to view your reports
you will need to click on the Report Manager link.
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Your screen should look something like this. This is a list of the reports you ran. Select the
report you wish to view and click on the link in the Description column to open the report.
Note: for Excel files, if pop-up blocker is on, hold the CTRL key down at the same time as
clicking on description.
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If report was run using Excel(XLS) format, EXCEL will open in another window and you can
expand your view. Certain reports will have multiple reports inside 1 excel spreadsheet.
Click on the tabs outlined below to navigate between the different reports.
You can save the excel file to your desktop if you chose. (PROCESS COMPLETE)
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If report was run using HTM format, report will open in another window and you can
expand your view. The blue dollar amounts are links that can be clicked to drill down on
the details to see list of transactions.
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Once you click on one of the blue dollar amounts, a RUN DRILLDOWN window will appear.
Click the RUN DRILLDOWN button next to the type of transactions you want to display.
• FROM DPL report(i.e. DPL18930), you must select from the drill down options with a prefix of DEPT.
• FROM F report for a 4-digit fund (i.e. F2670) select the drill down options prefixed by FUND.
• FROM F report for a 7-digit grant/project ID(i.e. F5040046) select the drill down options prefixed by PROJ.
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Once you click a RUN DRILLDOWN you will be taken back to Report Manager.
Click the REFRESH button every few seconds until the drill down report appears in
the list of reports.
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After clicking REFRESH a couple of times, your drilldown report will appear in the list
of reports with a name starting with DR. Click the report description to display the report.
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After clicking the drill down report description, report will appear on the screen. Click to
expand report for viewing. (PROCESS COMPLETE)
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EMAILING REPORT CONTINUED FROM PAGE 8: Then in the Type field, use the drop down to select
EMAIL which will automatically generate 1 email for each report you selected to run.
Use the drop down menu under Format to select XLS or HTM. Then click OK.
HTM gives you drill down, it is recommended for report ID’s starting with DPL, NPL and F. All
other reports must be run with XLS or they will error when trying to open in Report Manager.
Click on the DISTRIBUTION link to enter email addresses.
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Set up email addresses as described below and also complete the email subject and
message text which will appear in your email message.
Make sure you are listed below to receive a copy otherwise you will not get one.
Click OK when done.
The User ID listed in
Distribute to will
automatically get an email.
Use + or – to add or delete
User ID’s.
Can also add others via
typing email address under
email address list. You
would need to use this if
user does not have access to
PS Financials.
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You will receive 1 email for each report you selected to run. In this example 2 reports
were selected so 2 emails were sent.
It will appear in your inbox like the below and when it is opened you can see attached
report and message information that was completed on the distribution page.
(PROCESS COMPLETE)
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