Standard Reports - Submit a Request

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Distribution

Director of Accounting Services

GL Administrator

GL Accounting Manager

GL Accountant

GL Specialist

GL Viewer

Ownership

The Training Manager, Directorate of Training is responsible for ensuring that this document is necessary, reflects actual practice, and supports University policy.

IS Module
N ® Reports ® Request ® Standard, OR
N ® Other ® Requests ® Run
Submit a New Request

1. Open the "Submit a New Request" window.

2. Select "Single Request" and click [OK].

3. Click in the "Request Name" field and press Ctrl-L or click the LOV icon to see the list of standard reports available in the module.

NOTE: Using the “Copy a Prior Request...” button allows you to take advantage of previously entered request submissions.

4. Select the desired report from the list in the 'Reports' window. The preceding example displays a list of reports available in the General Ledger module.

NOTE: If you are looking for a specific report key the first several characters of the report's name before the per cent (%) sign in the 'Find' field then click the 'Find' button.

If you only know a word or two in the report's name try keying those words between two % signs. For example, if you are looking for a particular budget report you might key %Budget% in the 'Find' field then click the 'Find' button. You will get a list of all reports with the word Budget in their report names.

5. A 'Parameters' window appears automatically if you selected a report that requires parameter values. Enter the required values in the appropriate parameter fields and click OK.

NOTE: This example is from the GL Cash Balance Report.

NOTE: Your parameter values are concatenated and displayed in the Parameters field.

6. Click [Schedule] to select a type of schedule from the following options:

Apply a Saved Schedule
As Soon as Possible
Once
Periodically: specify the intervals of minutes, hours, days, or months
On Specific Days: select as many dates as you require.

7. Click [Completion Options]

Choose individuals to be notified of the report's completion
Choose printers to produce hard copy output

NOTE: Printer must be a networked printer specifically configured for IS printing. See your Local Support Partner (LSP) or call ITC Help Desk (924-3431) for assistance.

PRINTER WORKAROUND: If you do not have a networked printer configured for IS you can still get printed output. Select (highlight) all the report elements you want to print and copy them to your Windows clipboard (press Ctrl-C). Open Excel, click in one of the upper left cells; then, copy the clipboard data to the spreadsheet (press Ctrl-V). Save the Excel file. Then use Excel's File ® Print feature to print the report.

8. Click [Submit].

9. Click [Refresh Data].

NOTE: The Phase and Status fields will not change dynamically as the request is processed. You must click [Refresh Data] repeatedly to see any changes in phase or status.

10. When the Phase field shows "Completed," Click [View Output]. The report will be displayed in HTML format in a new browser window.

Effective: 06/08/05

Revision: 3 mr

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