Setting Up Report Requests


Concept


Steps:

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

     

    Click the Vertical scrollbar.

    Step 1
  2. Click the Reporting Tools link.

    Step 2
  3. Click the Define Report Request link.

    Step 3
  4. Click the Add a New Value tab.

    Step 4
  5. Click the Look up Business Unit button.

    Step 5
  6. Click the AUS01 list item.

    Step 6
  7. Click in the Report ID field.

    Step 7
  8. Enter the desired information into the Report ID field. Enter

     a valid value
     e.g.
     "EMP 01"
    .

    Step 8
  9. Click the Add button.

    Step 9
  10. Use the nvision Report Request page to specify options that define a report request like a report title, layout and so on.

    Step 10
  11. Enter the desired information into the Report Title field. Enter

     a valid value
     e.g.
     "Employee Sample 01"
    .

    Step 11
  12. Click in the Layout field.

    Step 12
  13. Enter the desired information into the Layout field. Enter

     a valid value
     e.g.
     "EMPLOYEE SAMPLE LAYOUT 01"
    .

    Step 13
  14. Click the As Of Reporting Date list.

    Step 14
  15. Click the Default list item.

    Step 15
  16. Click the Tree As Of Date list.

    Step 16
  17. Click the Default list item.

    Step 17
  18. Click the Save button.

    Step 18
  19. Click the Scope and Delivery Templates link.

    Step 19
  20. Use the nVision Web Output page to specify your report output options like folder name, directory name template etc.

    Step 20
  21. Click the Look up Report Scope button.

    Step 21
  22. Click the DEPTID list item.

    Step 22
  23. Click the Folder Name list.

    Step 23
  24. Click the General list item.

    Step 24
  25. Click in the Directory Name Template field.

    Step 25
  26. Enter the desired information into the Directory Name Template field. Enter

     a valid value
     e.g.
     "Sample Employee Data 01"
    .

    Step 26
  27. Click the OK button.

    Step 27
  28. Click the Copy to Another Business Unit / Clone link.

    Step 28
  29. Use the Copy Report Request page to choose a Business Unit to copy or clone your Report to.

    Step 29
  30. Click the Look up Business Unit button.

    Step 30
  31. Click the AUS02 list item.

    Step 31
  32. Click in the Report ID field.

    Step 32
  33. Enter the desired information into the Report ID field. Enter

     a valid value
     e.g.
     "Emp 03"
    .

    Step 33
  34. Click the OK button.

    Step 34
  35. Click the Advanced Options tab.

    Step 35
  36. Use the Advanced Options page to specify advanced report request options like foreign language translation, time-out and so on.

    Step 36
  37. Click the Translate Summary Ledgers to Detail option.

    Step 37
  38. Click the Save button.

    Step 38

You have successfully set up report requests.

Table of Contents  Start Topic