Set ID = Defaults to “CUA” Report Scope = for Funds 18, 19 & 51 (Reserves) enter “BudMemo4” Click on ‘Search’ Once the new screen Scope Definition opens: Select Value = enter six digit org/deptID number Click “SAVE” On the same screen, Click on “Report Request” button Once the new screen Report opens: ‘nVision Request’ Under the date = click on section ‘Report Date Selection’ specify “today’s date” Click on button “save” Click on button that appears right above the button “run report” ‘Save’ New screen opens up under the ‘Administration’ tab Click button to update the screen until report runs and the status is “refresh” ‘Posted’ Tab down to appropriate report title and click on title The report will open up in Excel Enter the budget figures for the Fiscal Year expense and revenue budget under the Fiscal Year 2017 budget column Make sure you save the file on to your hard drive and as you are inputting budget regularly ‘SAVE’ figures in the EXCEL template and when input is complete. Follow the instructions for the separate BUDSMRY report in order to consolidate the totals from the individual reserve budget memos before sending that file to the Budget Office. If you have any questions, please contact the Budget Office:
Set ID = Defaults to “CUA” Report Scope = enter “BudMemo4” for Funds 18, 19 & 51 (Reserves) Click on ‘Search’ Once the new screen Scope Definition opens: Select Value = enter six digit org/deptID number Click “SAVE” On the same screen, Click on “Report Request” button Once the new screen ‘nVision Report Request’ opens: Under the section ‘Report Date Selection’ specify date = click on “today’s date” Click on “save” button Click on “run report” button that appears right above the ‘Save’ button New screen opens up under the ‘Administration’ tab Click “refresh” button to update the screen until report runs and the status is ‘Posted’ Tab down to appropriate report title and click on title The report will open up in Excel Enter the budget figures for the Fiscal Year expense and revenue budget under the Fiscal Year 2017 budget column Make sure you save the file on to your hard drive and regularly ‘SAVE’ as you are inputting budget figures in the EXCEL template and when input is complete. Follow the instructions for the separate BUDSMRY report in order to consolidate the totals from the individual reserve budget memos before sending that file to the Budget Office. If you have any questions, please contact the Budget Office: