Summary

The VRI Report Export window allows you to export custom reports created with the Visual Reporting tool (GL> Reporting Tools> Visual Reporting).

Step by Step

1     Open the Print VRI Reports window (GL> Reports> VRI).

2     Configure the report.

• The Reports field will display all the existing VRI reports that can be exported.
  • If the Reports field does not display any VRI reports, you will need to create one on the VRI Report Maintenance window (GL> Reporting Tools> Visual Reporting).
  • Check the toggle next to each report you would like to export. More than one report can be exported at a time.
  • The Archived Template column will display the template that was attached to the report when it was created.
• If you would like to designate a different template for the report, highlight the report and click the Override Template field and browse to the desired override template.
  • The Override Sheet drop-down menu will only be active if an Override Template has been selected.
• Select a Fiscal Year and enter a Period From and Period To value to designate a range for the report.
• The Use Period Budgeting toggle will not affect the report output as Period Budgeting has not yet been implemented in Version 7.
• Check the Include Uncommitted Journal Entries toggle to include uncommitted journal entries from the General Ledger module in the report.

3     Export the report.

• Click the Print icon to process the report immediately or enter a date and time in the field next to the Print icon to schedule the report to generate at a later time. You can view the progress of the report on the Job Viewer window (SS> Utilities> Show Scheduled Jobs).
  • Click the Print icon drop-down menu and select Print Preview to preview the report before printing.
  • Click the Print icon drop-down menu and select Excel to export the report data to an Excel spreadsheet as unformatted data.
  • Click the Print icon drop-down menu and select Excel (Formatted) to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
  • Once the report is generated, you can also display the report using the View Reports window (SS> Utilities> View Report).