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nVision - Run Reports

PeopleSoft Financials 9.2

  • Select the Budget Management homepage

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  • Choose the nVision Reports tile

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  • On the Find an Existing Value tab, hit Search

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  • If you would like the report as of a specific date, change As Of Date to Specify and enter the Date 

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

  • Choose which report(s) you wish to run using the selection boxes in the Run column

  • Hit Run (upper right corner)

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  • Hit OK on the Process Scheduler Request popup

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  • You should now see a Process Instance number

  • Choose Report Manager

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  • Click on the Administration tab

  • You may need to hit the Refresh button before you see reports as some take time to generate

  • Select the hyperlink to launch the report (note that some Report IDs generate several reports)

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

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