Discoverer - Selecting Additional Items

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Distribution

ODS Specialist

Ownership

The Director of the Business Support Center is responsible for ensuring that this document is necessary, reflects actual practice, and supports corporate policy.

After opening a Pre-Defined Report you can add additional columns and retrieve additional information. Many users find it helpful to include the Expenditure Comments in the Expenditure Details by Project (History).

1. Select Sheet, Edit from the Menu bar.

2. Select the tab Select Items in the Edit Sheet window.

The right side of the screen, titled Selected, shows the items that you have queried on in the Pre-Defined report that you ran.
The window on the left side shows all the items in the Database.

3. For reports drawing from the Grants Management module (FM reports) select PBPA-Project_Billing.

The folders that are lit contain items that are available to add to the report.

Selecting Additional Items

4. Select the folder named UVA_Award_Lookup.

5. Select Award_Manager.

6. Move the item to the Selected window by selecting the right-pointing arrow between the windows.

The Join Folders window will appear.

7. Highlight the first item and Select [OK]. Select [OK] on the Edit Sheet window.

Viewing Additional Selections

The Report will run again and retrieve [Award Manager].
The added item will always appear in the last column. You may move the column that you added exactly as any other column in the report.

End of activity.

Effective: 08/16/04