Click the PDF link 20 Report results are displayed in a new window Maximize the

Click the pdf link 20 report results are displayed in

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Click the .PDF link. 20. Report results are displayed in a new window. Maximize the window for easiest viewing. Results represent all of the requested department's projects as recorded in e UMB Financials. 21. To increase or decrease display size, use the zoom percent (boxed in green above). Action buttons for the following additional options are boxed in blue above: - Save a Copy - Print - Email - Search The Help menu located at the top of the page provides specific directions for using each of these features. 22. Report results for UMB Project By Department Report can also be downloaded and imported into Microsoft Excel. The next series of frames will detail the steps to download and import results into Microsoft Excel 2003. (Steps may vary slightly for Excel 2007.) NOTE: You can download results successfully without viewing the .PDF version of the report first. However, to save time you may wish to review results before going through the steps required to download to Excel. Close the .PDF version of the report. Click the Close button. 23. The .txt link is used for downloading data to be imported into Excel. Right-click the dept_project.txt link. 24. Click the SaveTarget As... menu. 25. The File Download and Save As dialog boxes open. Name the file using the File name field. Enter the desired information into the field. Enter a valid value e.g. " dept_project_110706 ". 26. Click the Save button. Page 4 Date Created: 7/23/2014
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Job Aid 27. Next we will import the report results into Excel. Close the Download complete dialog box. Click the Close button. 28. Minimize the e UMB Financials window. Click the Minimize button. 29. Launch Microsoft Excel. Click the start button. 30. Click the Microsoft Office Excel 2003 menu. 31. Open the downloaded text (.txt) file containing the report results. Click the File menu. 32. Click the Open... menu. 33. Search for the text file containing downloaded results. Click the button to the right of the Files of type field. 34. Expand the search to all file types, including text (.txt) files. Click the All Files list item. 35. Open the text file we saved earlier: dept_project_110706.txt . In this example, we will double click on the file name to open the file. (Single clicking the file name, then clicking the Open button will also work in Excel.) Double-click the desired entry in the list. 36. The Text Import Wizard opens. For this report, we need only 2 of the 3 steps in the wizard to make selections that will accurately import the text file into Microsoft Excel. (Other reports may require all 3 steps.) In Text Import Wizard - Step 1 , confirm the following default selections: - Delimited is the file type selected (boxed in blue) - The saved location of the text file you are importing appears next to "Preview of file..." (boxed in blue) Click the Next button. Last Updated: 01/11/2010 Page 5
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Job Aid 37. In Text Import Wizard - Step 2 , you will...
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