Skip to main content

nVision - Create Report Book

PeopleSoft Financials 9.2

  • Select the Budget Management homepage

image2017-1-11 13_42_32 (4).png

  • Choose the nVision Reports tile

image2017-4-15 15_34_9.png

  • On the Add a New Value tab enter a Run Control ID and hit Add

    • The Run Control ID is only 10 alphanumeric characters. There can be no spaces or unique characters @#$%&*!

image2017-4-15 15_36_20.png

  • Complete the following fields:

    • Enter the Business Unit of CLKSN

    • Choose the Report ID(s) using the magnifying glass (the selection will only show you those you can access)

  • Do NOT hit View as you likely will not have access to the technical set up of the report

  • To add additional reports, click on the + sign and complete the fields above

  • To remove reports, click on the - sign

  • Hit Save

  • To Run the report(s), refer to nVision - Run Reports¬†

image2017-4-15 15_42_47.png

image2017-4-15 15_45_19.png

Missing Access? Have Questions? Contact