Running and Viewing Reports in CSV Lesson


In this lesson you will learn how to run a report in CSV and how to view it in Excel.


Steps:

  1. Before we can view a report in CSV we will need to run a report.  the report we are going to run is the Reports by Address report.

    Step 1
  2. Click the NIS State of Nebraska link.

    Step 2
  3. Click the Address Book link.

    Step 3
  4. Click the State Accounting - Central AB Maint link.

    Step 4
  5. Click the Address Book Reports link.

    Step 5
  6. Click the Reports by Address link.

    Step 6
  7. Click the NE9990001 option.

    Step 7
  8. Click the Select (Ctrl+Alt+S) button.

    Step 8
  9. Click the Data Selection option.

    Step 9
  10. Click the Submit (Ctrl + Shift + U) button.

    Step 10
  11. Click the Left Operand list.

    Step 11
  12. Click the Search Type (F0101) (AT1) [BC] list item.

    Step 12
  13. Click the Right Operand list.

    Step 13
  14. Click the Literal list item.

    Step 14
  15. Enter the desired information into the Literal Value field. Enter

     a valid value
     e.g.
     "F"
    .

    Step 15
  16. Click the OK (Ctrl+Alt+O) button.

    Step 16
  17. Click the Left Operand list.

    Step 17
  18. Click the Business Unit (F0101) (MCU) [BC] list item.

    Step 18
  19. Click the Comparison list.

    Step 19
  20. Click the is not equal to list item.

    Step 20
  21. Click the Right Operand list.

    Step 21
  22. Click the Literal list item.

    Step 22
  23. Enter the desired information into the Literal Value field. Enter

     a valid value
     e.g.
     "9000"
    .

    Step 23
  24. Click the OK (Ctrl+Alt+O) button.

    Step 24
  25. Click the Left Operand list.

    Step 25
  26. Click the Name - Alpha (F0101) (ALPH) [BC] list item.

    Step 26
  27. Click the Comparison list.

    Step 27
  28. Click the is not equal to list item.

    Step 28
  29. Click the Right Operand list.

    Step 29
  30. Click the Null list item.

    Step 30
  31. Click the OK (Ctrl+Alt+O) button.

    Step 31
  32. Now that we have entered our data selection we will tell the system to run the report in CSV.

    Step 32
  33. Click the Document Setup tab.

    Step 33
  34. Click the CSV(Comma Delimited) option.

    Step 34
  35. Click the OK (Ctrl+Alt+O) button.

    Step 35
  36. Next we will need to navigate to View Job Status so we can see the status of this report.

    Step 36
  37. Click the Close (Ctrl+Alt+L) button.

    Step 37
  38. Click the View Job Status link.

    Step 38
  39. The most recent job (report) you ran will be listed first.  The Description tells us the current status of the report.

     

    The Description will be either WAITING, PROCESSING, or DONE.  If it is WAITING or PROCESSING you will need to refresh the screen using the Find button (DO NOT use the Refresh button on your browser).

    Step 39
  40. Click the Find (Ctrl+Alt+I) button.

    Step 40
  41. Click the RBATCH option.

    Step 41
  42. Click the Row (Ctrl+Alt+R) button.

    Step 42
  43. Click the View CSV menu.

    Step 43
  44. Click the Open button.

    Step 44
  45. The report opens in Excel.  Some of the cells may overlap, but the cells can be expanded to display all information.

    Step 45
  46. Click the box in the left hand corner of the spreadsheet.

    Step 46
  47. Double-click the line separating columns A and B.

    Step 47
  48. The cells expand to the proper width to display all of the information.

    Step 48
  49. To close the spreadsheet click the Close button..

    Step 49
  50. If you wish you can save the spreadsheet.  We are not going to save it at this time.

     

    Click the No button.

    Step 50

You have successfully completed the Running and Viewing Reports in CSV lesson.

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