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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.
12. Click Batch Report;
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:
· View Batched Report
· Save Batched Report
If there is a problem with the batched report, you will get the following icons:
· View Error Message
· ReBatch Report
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.
Note:
You must have MS Excel (2003 or earlier) installed to carry out the Save As or Save Target As functions.


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