Enterprise Reporting (Optional)
Enterprise Reporting allows you to have a consolidated view of data across multiple programmes in a single suite of reports. This improves the ease of management of large systems and increases the transparency of data on a global scale.
The process of a report is very similar for all enterprise report types, and is best explained by an example.
To generate an enterprise report:
1. Select the Authorities tab;
The User Authorities page appears.
2. Under
Your Authorities, select `
Enterprise Reporter';
3. Select the Reports tab;
You need to log in as an Enterprise Controller and be assigned `
Enterprise Reporter' authority to see these reports.
4. Select the
Programmes that are to participate in this report;
5. Select the
Account Types that are to participate in this report;
6. Select the
Admin Ctrs that are to participate in this report;
7. Select the appropriate
Date Type from the drop-down list;
8. Select the date range for the expenses in question;
9. Select the currency that the expenses will be displayed in the report;
10. Select the
Output Format from the drop-down list;
You can only batch enterprise reports in CSV or Excel (2003 or earlier) formats.
11. Select
When the report is to be batched from the drop-down list;
There are two options when you batch a report in the
When parameter:
·
Now : the batch is run straight away
·
Over Night : the batch is run at midnight
Note: The same report can only be batched
Over Night once.
The
Delete Batched Report icon appears.
13. Click
Reset to refresh the list;
After batching and the auto-scheduler has finished processing the report, the following icons appear:
If there is a problem with the batched report, you will get the following icons:
14. Click the associated
View Batched Report icon;
The content of the batch report depends upon your selection from the
Output Format drop-down list.
15. Save the processed batch report in either one of two ways:
· Select
File ->
Save As when viewing the processed batch report;
· Right-click on the
Save Batched Report icon associated with the processed report, then select
Save Target As.
You must have MS Excel (2003 or earlier) installed to carry out the
Save As or
Save Target As functions.