- a single Owner Department ID (enter ID in Department field) - a group of related departments (enter highest level ID in Department field) This report will not retrieve data without a Department ID in the Department field. In this example we will run the report for a group of related departments by entering a high level Department ID. You could also use the Lookup button to search for the Department ID. The Lookup button is located to the right of the Project field. Enter the desired information into the Department field. Enter a valid value e.g. " 10417000 ". 9. Click the Run button. 10. Review the Process List on the Process Scheduler Request page: - a check should appear in the Select checkbox - the name of the report should appear under Description - Type and Format should remain 'Web' and 'PDF' - all other settings should remain unchanged Click the OK button. Page 2 Date Created: 7/23/2014
Job Aid 11. Note that a Process Instance number (boxed in blue) now appears beneath the Run button. This is your indication that you have successfully submitted your report. Make note of the Process Instance number . You will use the Process Instance number later to locate the report you wish to view. 12. Both Report Manager and Process Monitor pages provide the ability to... - monitor report progress/status - view report results - email report results - print report results - save a copy of report results In this example, we will use Process Monitor . You could also follow similar steps to use Report Manager . 13. Click the Process Monitor link. 14. You may wish to collapse the menu to give yourself more viewing space. Click the Collapse (Ctrl+Y) button. 15. Your User ID (your Employee or Affiliate ID) should appear in the User ID field. Reports run previously are available online for up to 98 days after the run date. For direct access to reports run at another time, use the following menu path: PeopleTools > Process Scheduler > Process Monitor . 16. The UMB Project By Department Report usually takes a few minutes to run to success. It is possible to check the status of your report by clicking the Refresh button periodically and viewing the Run Status and Distribution Status columns. This report has not finished running yet. Completed reports will show Run Status = Success and Distribution Status = Posted . Refresh the page for a status update. Click the Refresh button. 17. The report has finished running. When Run Status = Success and Distribution Status = Posted , you will be able to view the report. View details on the report. NOTE: If you have submitted multiple reports, use the Process Instance number (boxed in green) to identify the report you wish to view. Click the Details link. 18. Click the View Log/Trace link. Last Updated: 01/11/2010 Page 3
Job Aid 19. The UMB Project By Department Report provides both viewing and downloading options (boxed in blue). We will view results first, then download and import results into Excel.
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- Dr. Moez
- UMB Project By Department , Microsoft Report on Government Issues