Standard Reports - Submit a Request

...

Ownership

The Comptroller is responsible for ensuring that this document is necessary, reflects actual practice, and supports University policy.

Standard Reports
N ® Reports ® Run
N ® Other ® Requests ® Run
Submit a New Request

In the following examples the reports are being run in the Grants Accounting application.

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

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

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

NOTE: Use the Copy... button to display a list of all requests that you have previously submitted from this responsibility. Select a request from the list and choose the Submit button.

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

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 select [OK].

NOTE: This example is from the UVA PA Installment vs Project Funding vs Expenditures.

This report requires that you select a printer before running the request.

NOTE: The parameter value(s) you selected displays in the Parameters field.

Goto task #11 to continue to Options (if you do not want to Schedule Requests)

Goto task #13 to continue (if you do not want to select Options)

Schedule Requests

Define a schedule to run a request as soon as possible, at a specific time, or repeatedly at specific intervals.

6. Select [Schedule].

Schedule window opens.

7. Select [Apply a Saved Schedule] if needed.

8. Select the type of schedule from the Run the Job... option group.

Some schedule selections require additional information.

Once

The request only runs once.

Periodically

Choose the Start At and End At fields using the LOV and Re-run every field using the drop down list.

On Specific Days

Choose the Start At and End At fields using the LOV.

9. Select Save this schedule check box to save your schedule (Optional).

10. Select [OK].

You are prompted to enter a unique name for your schedule.

Options

11. Select the [Options] to change the default notification and output options. (If applicable)

Upon Completion window opens.

Output options include:

Notify the following people
Language for each person notified
Printer, copies, and print style

Note: Some requests have a required Style or Printer value that you cannot change.

Note: Some requests require a printer to be selected, if your printer is not on the LOV choose any printer with zero copies to run the report. You can print the report from the browser window when viewing the output.

12. Select [OK].

13. Select [Submit].

If the following error message appears you must select a printer.

Goto task #11 to select a printer if Error message did not appear continue

Request window opens and displays all requests, not just yours.

14. To see only your own requests, click [View], [Requests].

15. Select [Find].

16. Select [Refresh Data].

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

17. When the Phase field shows "Completed, Select [View Output].

The report will be displayed in HTML format in a new browser window.

Reprint/Republish

Standard Reports
M ® Tools ® Reprint/Republish

This function will reprint or republish an existing request.

To reprint or republish an existing request

18. Select a Request ID.

19. Select Tools from the menu bar.

20. Select Reprint/Republish.

21. Select a Printer from the Search Flashlight.

Note: This field does not work the same as a LOV, you must clear the field before entering a partial printer name.

22. Select number of Copies.

23. Select [Apply].

24. Select [OK].

Distribution

Comptroller

GM Administrator

GM Setup Specialist

GM Financial Analysis Workflow Approver

GM ITS Workflow Approver

GM OSP Workflow Approver

GM Award Manager

GM Project Manager

GM Transaction Specialist

GM Encumbrance Specialist

GM Viewer

Effective: 04/26/05