Enterprise nVision for FSCM 9.0 Created on 2/4/2010 … Training Material...Training Guide Enterprise nVision for FSCM 9.0 Page 1 Enterprise nVision for FSCM 9.0 PS/nVision is a PeopleSoft

Enterprise nVision for FSCM 9.0 Created on 2/4/2010 10:12:00 AM

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Training Guide Enterprise nVision for FSCM 9.0

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Table of Contents Enterprise nVision for FSCM 9.0 .................................................................................1

PS/nVision Basics .................................................................................................................. 1 Understanding Report Instances and Layouts .................................................................................... 1 Running Existing nVision Reports .................................................................................................... 8 Using DrillDown in the PS/nVision HomePage ............................................................................... 12

PS/nVision Reporting on the Web ...................................................................................... 20 Performing Report Requests ........................................................................................................... 21 Copying a Request to Another Business Unit / Clone ...................................................................... 35 Creating and Running Scope Definitions ......................................................................................... 43 Using DrillDown on the Web .......................................................................................................... 62 Running Report Books.................................................................................................................... 70


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Enterprise nVision for FSCM 9.0 PS/nVision is a PeopleSoft reporting tool that retrieves information from a PeopleSoft database

and places it onto a Microsoft Excel spreadsheet. This transfer of information from the database to a spreadsheet enables you to use familiar Excel commands for formatting and analyzing data.

Information is transferred in a form that helps you see the big picture, explore details, and make decisions. With PS/nVision, you spend your time analyzing results rather than summarizing and

entering data onto the spreadsheet. PS/nVision selects data from PeopleSoft database using

ledgers, trees, and queries. Queries are useful for extracting data from sources other than ledgers.

Upon completion of this module, you will be able to:

• Identify the basic features of PS/nVision.

• Use PS/nVision on the Web for reporting.

PS/nVision Basics

PS/nVision works within spreadsheets. In Windows, when PS/nVision starts, it automatically

opens Microsoft Excel. You access PS/nVision features from a special PS/nVision menu within Microsoft Excel to create templates (layouts) for data retrieval. The PS/nVision program itself

appears minimized on the Windows taskbar. You can click the PS/nVision icon to open the

PS/nVision window, but unless a specific PS/nVision dialog box is currently active in Excel, the PS/nVision window is blank.

Each Excel spreadsheet created with PS/nVision is a report instance or a report layout. After you create a report layout (XNV file), you can use it to format data automatically. You can also create

a custom front-end macro sheet for point-and-click access to reports and reporting functions.

Upon completion of this lesson, you will be able to: • Describe report instances and layouts.

• Run existing PS/nVision reports.

• Use Drill-down in the PS/nVision HomePage.

Understanding Report Instances and Layouts Each Excel spreadsheet created with PS/nVision is either a report instance or a report layout.

In this topic, you will learn about the PS/nVision report instances and layouts.

Procedure

Training Guide

Enterprise nVision for FSCM 9.0

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Step Action

1. A report instance contains data that PS/nVision retrieves from your PeopleSoft

database. A report layout is the format in which the report instance is displayed.

Multiple report instances can be generated from a single report layout.


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Step Action

2. A report layout is an Excel spreadsheet that you can use as a template to define the format in which the report is displayed and the type of information that goes into the

report.

The report layout displayed below consists of various columns and specifies the type

of data that can be retrieved within these columns. The report layout also consists of

formulae to calculate the retrieved data.

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Step Action

3. Every report instance is based on a report layout. PS/nVision uses the specified

layout to determine the data to be retrieved for the report and the format of data.

You do not need to create a new layout every time you import a report instance from

the database. You can create a library of report layouts and use an existing layout

from the library, depending upon your requirements.


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Step Action

4. A feature of PS/nVision is that it keeps track of the layout used in any given report. Therefore, the next time you run that report or another report of the same type,

PS/nVision automatically loads the correct layout for you.

Training Guide


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Step Action

5. PS/nVision provides two kinds of report layouts:

• Tabular layouts

• Matrix layouts

The main difference between both of these layouts is the way in which they specify

the data to be retrieved from the database. Tabular layouts are used for detailed transaction reporting, while matrix layouts are more appropriate for summarized

reporting and analysis.


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Step Action

6. Typically, data in the PeopleSoft database is stored in a detailed tabular format. Using a PS/nVision matrix layout, you can summarize that detailed data.

For example, a table like the one displayed on the screen can become very large in a typical business scenario. As a result, analyzing sales of the enterprise becomes

difficult. From this table, PS/nVision can build a report that summarizes sales by

region and product category.

Training Guide


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Step Action

7. Assuming that the company defines a tree that groups offices into a hierarchy of

sales districts, countries, and international regions, you can use that tree to define

rows of a PS/nVision report, with one row for each region.

Similarly, you can use a tree of products to put different types of products, such as

office supplies and consumer products, into separate columns. The table displayed below shows an example of how the summarized report might look.

8. To create this matrix-based report, you need to define intersecting criteria in the

layout.

For instance, the Beverages column in this example displays sales data, where the

product type is a beverage. The row criterion limits the displayed data even further.

The first row displays only the data for the Asia Pacific region. The second row

displays only the data for the North America region. Similarly, data in other rows is also divided as per specific regions.

9. In summary, the report instance and report layout features of PS/nVision save you

the time in summarizing and entering data in a spreadsheet.

End of Procedure.

Running Existing nVision Reports You can use the Report Request feature of PS/nVision to retrieve instances of reports or data

from the PeopleSoft database. Before running a PS/nVision report to retrieve information from

the database, you need to create a corresponding report request.


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Each report request is a collection of report-specific information, such as request name, report title, associated layout, and scope. You can save and reuse a report request. Report requests

created in PS/nVision for Windows are public. If you want to create secured report requests, you

must use PS/nVision on the Web, where requests are secured by default.

In this topic, your manager has asked you to create an income comparison report for the Florida

Operations business unit. The report should compare the revenue and expenses for the year 2001

over the previous year. You need to run the Comparative Income Statement report.

Procedure

Step Action

1. The PS/nVision HomePage is displayed. You need to create a report request using

the features on this page.

Click the nVision menu.

Training Guide


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Step Action

2. Click the Report Request menu.


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Step Action

3. Use the PeopleSoft nVision Report Request dialog box to enter information about

the report you are running, such as what layout to use, what time period to report on,

and where to store the reports. You can save and reuse this information.

Click the New button.

4. Enter a name to identify your report request. By naming and saving report requests,

you can retrieve all the information of a report request the next time you run the

report.

Click in the Request Name field.

5. Enter the desired information into the Request Name field. Enter "COMPINC".

6. Click in the Report Title field.

7. Enter a description to describe your report request.

Enter the desired information into the Report Title field. Enter "Comparative

Income Statement".

8. Click in the Requesting Business Unit field.

9. Enter the business unit that the report belongs to. You can retrieve data for this

business unit alone or for several business units.

Enter the desired information into the Requesting Business Unit field. Enter

"US005".

10. Click in the Layout field.

11. Select the report layout to use for this report. You are using the COMPINC.xnv

layout to run your report.

Enter the desired information into the Layout field. Enter "COMPINC".

12. If you are using this report layout to create multiple instances of the report, then you

specify appropriate values in the Instance Controls section. In this exercise, you are

creating only one instance of the report.

13. Set the reporting period for this report. Many report layouts report on data over a given accounting period, such as the current quarter or year-to-date. PS/nVision uses

the main as of date to determine the meaning of any TimeSpans used in the layout.

Click the Specify: option.

Training Guide


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Step Action

14. Click in the Specify field.

15. Enter the desired information into the Specify field. Enter "12/31/2001".

16. Now, run the report.

Click the Run button.

Step Action

17. The Comparative Income Statement report has been run based on the COMPINC.xnv layout. The report displays the variance of the revenues and

expenses of Florida Operations business unit for the year 2001 over the previous

year.

18. You successfully ran an existing PS/nVision report. To run a PS/nVision report, you must create a corresponding report request.

End of Procedure.

Using DrillDown in the PS/nVision HomePage DrillDown is a PS/nVision feature that enables you to select a cell in your report and expand it according to new criteria contained in a special DrillDown layout. DrillDown offers fast and

convenient access to supporting details in summary reports. DrillDown is useful when reporting


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is based on summary ledgers, because it provides underlying details whenever and wherever you need them.

The DrillDown feature is available from matrix layouts only. However, the layout that displays the results of the DrillDown can be either matrix or tabular. Note that you can drill-down further

only from a matrix layout. After you display the result of a DrillDown in a tabular form, you

cannot drill further.

The DrillDown component is available in the Windows version and the Web version of

PS/nVision. DrillDown works in a similar way in both the versions of PS/nVision. You can

perform drill-down in Windows version by selecting a cell on a report instance and selecting an appropriate DrillDown layout from the Drill menu. The key to DrillDown is passing the selection

criteria from a parent cell to its child cell by using the DrillDown layout.

In this topic, you have generated a Comparative Income Statement report. Based on that report, the Controller department requests a report that provides underlying details of the net revenues

for 2001 by department and period.

Procedure

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Step Action

1. The PS/nVision Home Page is displayed. You need to open the Comparative

Income report and perform drill down on it. You can use either the nVision menu or

the Open Report button to do that.

Click the Open Report button.

Step Action

2. Use the Open PeopleSoft nVision Report Request dialog box to specify details of the report to be opened.

Enter the desired information into the Business Unit field. Enter "US005".

3. Next, obtain the list of reports existing for the business unit US005.

Click the Get List button.


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Step Action

4. Click the Comparative Income Statement list item.

Training Guide


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Step Action

5. Click the OK button.

Step Action

6. The PeopleSoft nVision Report Request dialog box displays the report request parameters. Use this dialog box to run the report.



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Step Action

7. Once a report has been run as Web, Window, or File output, you can open it and run drill down on specific amount fields. You want to drill down the revenues cell for

the year 2001.

Click the C8 cell.

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Step Action

8. After selecting a cell, pick the DrillDown layout that you want to use.

Click the Drill menu.


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Step Action

9. A number of generic reports are provided with the application and can be tailored or cloned as needed. For this example, use the existing Account by Period layout.

Click the Account by Period menu.

Training Guide


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Step Action

10. The results appear in a DrillDown report.

Note that once you have reviewed the result of a DrillDown report, the Jump Back command from the nVision menu (CTRL+SHIFT+J) returns you to the cell from

which you drilled down. This occurs even if you closed the parent report.

11. In summary, DrillDown enables you to select a cell in your report and expand it

according to new criteria contained in a special DrillDown layout.

End of Procedure.

PS/nVision Reporting on the Web

Users with Internet access can run, view, drill down and distribute PS/nVision reports through a

browser, without needing PeopleSoft installed on client machines. Users can send reports as email attachments rather than requiring recipients to navigate to a location on a file server. To

take full advantage of the Web features, you need Microsoft Office 2000 on the PS/nVision report

server.

PS/nVision on the Web includes the following:

• Internet versions of report requests, report books, and scope definitions.

• Output in both Excel (XLS) and HTML formats. • DrillDown for both Excel and HTML reports.

• Email options to send PS/nVision reports to individual users.

• Integration with Process Scheduler and Report Manager to send bursting report instances to designated users or users in specified roles.

• Support for multiple sessions when PS/nVision is invoked from PeopleSoft Process Scheduler.

• A restart feature that allows the system to restart a process marked No Success.


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Upon completion of this lesson, you will be able to:

• Perform report requests.

• Copy a request to another business unit/clone. • Create and run scope definitions.

• Use DrillDown on the Web.

• Run report books.

Performing Report Requests Before running a PS/nVision report to retrieve information from the database, you need to create

a corresponding report request. Each report request is a collection of report-specific information,

such as request name, report title, associated layout, and scope.

The report requests created on the Web are secured by default. This means that they are available

only to you and to any users or groups you assign. You can make a report request public to allow access to any user.

In this topic, you have been asked to run the Consolidated Income report for a business unit. The

report should be in the Web format and should display revenue and expenses details.

Procedure

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Step Action

1. Begin by navigating to the nVision Report Request page.

Click the vertical scrollbar.

Step Action

2. Click the Reporting Tools link.


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Step Action

3. Click the Define Report Request link.

Training Guide


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Step Action

4. Click the Add a New Value tab.

Step Action

5. Specify the business unit for which you want to run the report.


6. Enter a name to identify your report request. You can use this name to retrieve all the information of a report request the next time you run the report.

Click in the Report ID field.

7. Enter the desired information into the Report ID field. Enter "CONSIS2".

8. Click the Add button.

9. Use the nVision Report Request page to define report request parameters.


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Step Action

10. Enter a description to describe your report request.

Enter the desired information into the Report Title field. Enter "Consolidated

Income Statement".

11. Select the report layout to use for this report. The layout is saved in a directory in the

Process Scheduler Configuration file.

Click in the *Layout field.

12. Enter the desired information into the *Layout field. Enter "CONSIS".

13. Set the reporting period for this report.

Click the *As Of Reporting Date list.

14. Click an entry in the list.

15. Click in the *As Of Reporting Date field.

16. Enter the desired information into the *As Of Reporting Date field. Enter

"12/31/2001".

Training Guide


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Step Action

17. Use the Tree As Of Date field to specify trees that are in effect as of the reporting

date. You can specify a different date and use a set of trees in effect on that date. For

example, you may have a reporting structure set to go into effect in three months.

For this example, use the Use As Of Reporting Date option.

18. Use the Type field to specify how will the results of the process request be treated.

The default Web type sends each report instance to Report Manager. Retain the default type for this example.

19. PS/nVision reports have two different formats for creating report instances, HTML

and Excel. Both formats are valid with all output types. To use HTML, Excel 2000

or later must be installed on your PS/nVision report server.

For this example, use the default HTML Documents format.

Step Action

20. Click the Advanced Options tab.

21. The Advanced Options page allows you to change high level specifications for your report request. For this example, retain the default specifications.


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Step Action

22. Click the Save button.

Training Guide


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Step Action

23. Click the nVision Report Request tab.

Step Action

24. You have created a report request. Now, run the report.

Click the Run Report button.

25. Use the Process Scheduler Request page to enter or update parameters, such as

server name and report output format.


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Step Action

26. You must select a Server Name to identify the server on which the report will run. If you use the same Run Control ID for subsequent processes, the server name that

you last used will default in this field.

Click the Server Name list.



Training Guide


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Step Action

29. Next, view the process status on the Process List page.

Click the Process Monitor link.

30. Use the Process List page to view the status of submitted report requests.


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Step Action

31. The current status of the report is Initiated. The report is finished when the status is Success. Continue to click the Refresh button until the status is Success.

Click the Refresh button.

32. The run status has changed to Success.

Notice that the process instance number is 5453. You will need this number for later

reference.

Training Guide


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Step Action

33. The report results are delivered to Report Manager. Navigate to Report Manager to

view the results.

Click the Report Manager link.


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Step Action

34. Click the Administration tab.

35. You use the Administration page to view the report, view details about the report, and delete unwanted reports from the system.

Training Guide


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Step Action

36. Notice that the process instance 5453 is posted. Click the Description link to open

the report.

Click the Description link.


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Step Action

37. Review the Consolidated Income Statement report and close the window.

Click the Close button.

38. You successfully ran a report request on the Web version of PS/nVision.

End of Procedure.

Copying a Request to Another Business Unit / Clone You can copy a PS/nVision report request to another business unit to save time. If you want to

clone a report request for the same business unit, you change the Report ID to a unique value.

When you copy a secure report request, all the groups and users associated with that request are

copied from the original request to the new copy. If you want to copy a report request to another

existing report request, the existing request must either be public or you must have access to it. If you do not have access, an error message will display.

In this topic, you have been asked to define the Quarterly Earnings Summary report for the

Florida Operations business unit. You discover that a similar report request has been run by your coworker for another business unit. Therefore, you decide to copy that report request to the

Florida Operations business unit.

Procedure

Training Guide


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Step Action

1. Begin by navigating to the nVision Report Request page.



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Step Action


Training Guide


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Step Action

3. Click the Define Report Request link.

Step Action

4. Find the existing Quarterly Earnings Summary report request for the business unit US001, which will be copied to US005.


5. Click in the Report ID field.

6. Enter the desired information into the Report ID field. Enter "EARNSUMM".

7. Click the Search button.

8. The nVision Report Request page displays the report request unit. You can use this page to set options for running the report.


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Step Action

9. In this example, you need to copy this report request to the US005 business unit.

Click the Copy to Another Business Unit / Clone link.

10. The Copy Report Request page enables you to copy a report request to another business unit or to clone the request for a same business unit.

In this example, you are copying the report request to another business unit.

Training Guide


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Step Action

11. Enter the desired information into the Business Unit field. Enter "US005".

12. PeopleSoft populates the Report ID field based on the report ID entered on the

Report Request search page. When copying a report request to a different business

unit, you can change the report ID or retain the same ID.

For this example, change the report ID to EARN_SUM.


13. Enter the desired information into the Report ID field. Enter "EARN_SUM".



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Step Action

15. Now, view the clone.

Click the Return to Search button.

Training Guide


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Step Action


17. Click in the Report ID field.

18. Enter the desired information into the Report ID field. Enter "EARN_SUM".



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Step Action

20. Notice that the Quarterly Earnings Summary report request has been copied to the US005 business unit. The EARN_SUM report follows the same layout as the

EARNSUMM report.

21. You successfully cloned a report request from a business unit to another.

End of Procedure.

Creating and Running Scope Definitions A report scope enables you to create multiple instances of a report by using a single report layout

and report request.

Using a scope, you can process a report request once and nVision automatically produces

multiple reports. However, each report contains data unique to a scope's particular field value,

such as business unit or department, or to a group of values, such as a tree node, that summarize

all sales departments. In this way, each report instance can share the same layout, while containing data unique to these field values. You can use the scope feature while creating a report

request to retrieve instances of a report from the PeopleSoft database.

In this topic, you are going to establish a scope definition and run a Consolidated Income

Statement report, so that you get statements for each defined field for the Sales and Marketing

department of a business unit.

Procedure

Training Guide


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Step Action

1. Begin by navigating to the Scope Definition page.



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Step Action


Training Guide


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Step Action

3. Click the Define Scope link.

Step Action

4. Click the Add a New Value tab.


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Step Action

5. Enter the desired information into the SetID field. Enter "SHARE".

6. Click in the Report Scope field.

7. Enter the desired information into the Report Scope field. Enter "DEPT_ID".


9. The Scope Definition page enables you to define a scope definition that allows you

to create multiple instances of a report using a single report layout and report

request.

Training Guide


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Step Action

10. Enter the description that describes the general function of the scope.

Enter the desired information into the Description field. Enter "Selected

Departments".

11. Enter the name of the field that controls the scope.

Click in the *Field Name field.

12. Enter the desired information into the *Field Name field. Enter "DEPTID".

13. Select one option from the How Specified drop down list box to define how the

scope field is used in the report.

Click the *How Specified list.

14. In this example, you want to create an instance for each detail value associated with

the specified tree nodes. Therefore, you will select Detail - Selected Parents option.

Click an entry in the list.


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Step Action

15. Specify the tree on which the scope is based. The list is filtered based on the SetID or Business Unit, and field entered.

Click in the Tree Name field.

16. Enter the desired information into the Tree Name field. Enter "DEPARTMENTS".

17. Click in the Select Value field.

18. Enter the desired information into the Select Value field. Enter "SALES-

MKTG_DIV".

19. Click the Save button.

Step Action

20. Next, run a report request based on the scope definition you created.

Click the Define Report Request link.

Training Guide


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Step Action


22. You are going to run a Consolidated Income Statement report based on the scope

you created. Enter the report ID for the Consolidated Income Statement report.


23. Enter the desired information into the Report ID field. Enter "CONSIS".


25. The nVision Report Request page enables you to set your options for running your

report. For this example, run the report request based on the default options.


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Step Action

26. Click in the *As Of Reporting Date field.

27. Enter the desired information into the *As Of Reporting Date field. Enter

"12/31/2001".

28. Click the Scope and Delivery Templates link.

Training Guide


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Step Action

29. Select a scope definition to specify the data each report instance includes and how

many instances PS/nVision creates. For example, you can select a scope to create

multiple instances of a report based on specific values for a field, such as instances for business unit, department, or product. Use the %SCN% variable on your layout

to show the scope name on the report instance.

In this example, enter the scope definition you created.

Enter the desired information into the Report Scope field. Enter "DEPT_ID".



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Step Action

31. Click the Run Report button.



Training Guide


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Step Action

33. You must select a Server Name to identify the server on which the report will run.

If you use the same Run Control ID for subsequent processes, the server name that






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Step Action

36. Next, view the process status on the Process List page.



Training Guide


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Step Action

38. The current status of the report is Initiated. The report is finished when the status is

Success. Continue to click the Refresh button until the status is Success.


39. The run status has changed to Success.

Notice that the process instance number is 5455. You will need this number for later

reference.


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Step Action

40. The report results are delivered to Report Manager. Navigate to Report Manager to view the results.


Training Guide


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Step Action


42. The Administration page provides a secured means to view report content, check

the status of a job, and view content detail messages.


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Step Action

43. Notice that the process instance 5455 is posted. Click the Description link to open the report.


Training Guide


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Step Action

44. Review the Consolidated Income Statement report and close the window.



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Step Action

45. There are multiple instances of this report (multiple rows with the 5455 process instance number).

Click each link to view the different instances.


Training Guide


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Step Action

46. Click the Close button.

47. You successfully created a scope definition and ran a report based on that scope

definition.

End of Procedure.

Using DrillDown on the Web DrillDown is a PS/nVision component that offers fast and convenient access to supporting details

in summary reports. DrillDown enables you to select a cell in your report and expand it according to new criteria contained in a special DrillDown layout. This is useful when reporting is based on

summary ledgers because it provides underlying details whenever and wherever you need them.

In the Web version of PS/nVision, you can perform drill-down by generating a report instance, clicking the cell to drill-down, and specifying the appropriate DrillDown layout from the given

list.

In this topic, you have already generated a Consolidated Income Statement report. Based on that

report, the Controller department requests a report that provides underlying details of the net

revenues for 2001 by department and period. You need to open the CONSIS report, select the Net

Revenues cell, and expand it to retrieve the requested information.

Procedure


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Step Action

1. Begin by navigating to the Administration page.


Training Guide


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Step Action



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Step Action

3. Click the Report Manager link.

Step Action


5. The Administration page provides a secured means to view report content, check the status of a job, and view content detail messages.

Training Guide


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Step Action

6. Click the hyperlink for the report name for which you want to drill down.



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Step Action

7. The Consolidated Income report appears.

Click the hyperlink for the field for which you want to drill down. In this example,

you want to drill down on the Net Revenues for 2001.

Click the Net Revenues link.

8. Click the Maximize/Restore button.

9. The Run Drilldown page enables you to select the DrillDown layout that you want

to run on a particular report.

10. Select the output type Window or Web from the Type drop-down list:

• Web: The Report Manager Report List page appears again.

• Window: Result of the DrillDown will be automatically delivered to a new browser window, and a copy sent to Report Manager.

11. The value PSNT in the Server Name fields for all the layouts indicates that the

report will be run on the PSNT server.

Training Guide


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Step Action

12. Click the Run Drilldown button for the drilldown layout you want to use.

For this example, you want to drill down the Net Revenues for 2001 by department and period.

Click the Run Drilldown button.

13. When you select to run the DrillDown, a new browser window opens and displays

the processing page. When processing is complete the results of the DrillDown will be delivered to this window. If the window is closed before processing is complete,

you will need to go to Report Manager to view the results.


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Step Action

14. The requested report does not appear on the Administration page now. Click the Refresh button until the report is generated and posted.


15. After your DrillDown runs, it appears as a report in the report list. DrillDown report

descriptions always include DR, the parent process instance number, and the

original report description.

Notice that the report DR_5455_5461_CONSIS.htm appears as Posted.


Training Guide


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Step Action

16. The Consolidated Income report has been drilled down to show the details by

department and period. Review the report and close this window.


17. You successfully drilled down on a Web nVision report.

End of Procedure.

Running Report Books A report book is a PS/nVision component that enables you to group multiple report requests and

run the report book once to process all the combined report requests. Using a report book saves

you the time that would be required to manually run a large number of report requests.

Before creating a report book, make sure that you have report requests defined for all the reports

you want to include in the report book. The Web version of report books enables more robust

batch processing of reports, without having to queue the reports and run them individually.

In this topic, the Cost accounting supervisor has requested a Quarterly Earnings Summary report.

This report includes data only from the New York Operations business unit. Your goal is to create

and group the two requests together in a report book, and run the report book once to process both reports.

Procedure


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Step Action

1. Begin by navigating to the Report Book page.


Training Guide


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Step Action



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Step Action

3. Click the Define Report Book link.

4. A Run Control ID is an identifier that, when paired with your User ID, uniquely identifies the process you are running. The Run Control ID defines parameters that

are used when a process is run. This ensures that when a process runs in the

background, the system does not prompt you for additional values.

Step Action

5. You can run this report by searching for an existing Run Control ID or you can add

a new value. Creating a Run Control ID that is relevant to the report may help you

remember it for future use.

Click the Add a New Value tab.

Training Guide


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Step Action

6. Enter the desired information into the Run Control ID field. Enter

"QUARTRLY_RPT".


8. The Report Book page enables you to group multiple report requests using a

Process Scheduler Request.


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Step Action

9. An advantage of creating a report book is that you do not need to specify separate As Of Date values for each individual report request. The date you specify in the

report book is applied to all the report requests that you add to the report book.

Select an option from the As Of Date drop-down list box.

Click the As Of Date list.


11. Click in the As Of Date field.

12. Enter the desired information into the As Of Date field. Enter "12/31/2001".

13. Now, add both the requests, BUSUNIT and DEPTINC, to the report book and

specify the Report ID for each.

Click in the Business Unit field.


15. Click in the *Report ID field.

16. Enter the desired information into the *Report ID field. Enter "BUSUNIT".

Training Guide


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Step Action

17. Click the Add Row button.


19. Click in the *Report ID field.

20. Enter the desired information into the *Report ID field. Enter "DEPTINC".

21. Next, click the Run button for all reports you want to run when this book is requested.




Step Action

23. You must select a Server Name to identify the server on which the report will run. If you use the same Run Control ID for subsequent processes, the server name that




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Step Action


25. Use the Type field to select the type of output you want to generate for this job.

Your four choices are File, Printer, Email, or Web.

Click the *Type list.


27. Use the Format field to define the output format for the report. The values are dependent upon the Process Type you have selected. In this example, the default

value is XLS and you want to select HTM.

Click the *Format list.


29. You use the Distribution link to access the Distribution Detail page on which you can set report distribution options, such as the recipients of your process output. This

link is available only when the output type is Web, Window, or Email. For this

exercise, you do not need to specify these options.


Training Guide


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Step Action

31. Notice the Process Instance number appears. This number helps you identify the

process you have run when you check the status.




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Step Action

33. The current status of the report is Initiated. The report is finished when the status is Success. Continue to click the Refresh button until the status is Success.


Training Guide


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Step Action

34. Notice that the Run Status is now Success.

The report results are delivered to Report Manager. Navigate to Report Manager to view the results.



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Step Action


36. The Administration page provides a secured means to view report content, check the status of a job, and view content detail messages.

Training Guide


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Step Action

37. Notice that the process instance 5462 is posted. Click the Description link to open

the report.



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Step Action

38. The DEPTINC Quarterly Earning Summary report appears. Similarly, you can view the BUSUNIT Quarterly Earning Summary report by returning to the

Administration page and clicking the link for that report.


39. You successfully created and ran a report book. The report book component of

PS/nVision saves you the time to manually create and run multiple report requests.

End of Procedure.