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nVision - Create Report Book

PeopleSoft Financials 9.2

  • Select the Budget Management homepage

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  • Choose the nVision Reports tile

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  • 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 @#$%&*!

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  • 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 

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Missing Access? Have Questions? Contact Controllers_office@clarkson.edu

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