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Introduction to nVision Reporting Last Modified:March 23, 2010 If the window is closed before processing is complete, you will need to go to Report Manager to view the results. Navigation to Report Manager: Reporting tools> Report Manager> List tab. ‣ On the Report Manger, Report List page, click yellow Cancel button to stop the refresh. ‣ Change the Report criteria to view the General Folder, Last: 30 minutes and click Refresh. ‣ After your Drill Down runs it appears as a report in your report list. DrillDown Report descriptions always include DR, the parent process instance number, and the original report description. ‣ Click the Report link for the Drill Down to display the Report. ‣ Selct the .xls file hyperlink. University of New Orleans Page 22 of 27
Introduction to nVision Reporting Last Modified:March 23, 2010 ‣ Select open from the File Download dialog box. 6. Drill results will open in a separate excel spreadsheet. To close the window click the X. • (column B) of the spreadsheet results of the drill is the Journal (also known as the • Journal ID), which is a type of identifier of the transaction. • Column C is the Jrnl Date, which is the effective date of the transaction. • Column D is the Name Field, which is the name of the payee. • Column K is the Amount of the transaction. • Columns F thru H include the chartfield combination for this transaction. University of New Orleans Page 23 of 27
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