How to Create tabular nVision Report – It’s easy! 1

Report requirement – List of invoices for a Vendor 1

Option #3: Use nVisioin – even a functional user should be able to do this! 2

Let’s get started - Create an nVision Report 2

Step 1 – Create a Query. 2

Step 2 – Save the Query. 3

Tip – How to get rid of those extra column when running to Excel 3

Step 3: Create nVision Report Layout 4

Step 4: Create nVision Report Request 10

Step 5: Run Report 11

How to Create tabular nVision Report – It’s easy!

I am often surprised whenever I visit a client and they are not using nVision reports. Users complain how difficult it is to create and use nVision report. The purpose of this tutorial is to show you step by step how easy it is to create an nVision report.

You can use this whether you’re using PeopleSoft financial, HR, CRM or EPM.

Report requirement – List of invoices for a Vendor

Assumption: AP supervisor has requested that you create a report listing of the invoices for a vendor. She wants this report on a spreadsheet so that she can use it to pivot and create an aging report against it.

Option #1: Use Crystal Report

It will be easy for a Crystal developer but users don’t have the flexibility to make changes when they want to add new fields.

Option #2: Use SQR

A lot of Flexibility but time consuming and inflexible.

Option #3: Use nVision – even a functional user should be able to do this!

Easy and flexible! Even a functional user can do this! Plus it meets all the requirements that the user wants.

Let’s get started - Create an nVision Report

Step 1 – Create a Query

nVision report is not just for Financial Matrix layout report. You can create an nVision report by simply creating a query and attaching the query to an nVision layout.

Text Box: In this example, we’ll create a query to extract following data from VOUCHER table, joined by VENDOR.

Voucher ID, Invoice Date, Invoice ID, Vendor ID, Vendor Name, Total Amount Text Box: Terminology
Matrix Layout: Used for Ledger based reporting
Tabular Layout: Used for query based reporting

Step 2 – Save the Query

Tip – How to get rid of those extra column when running to Excel

Change your Configuration Manager to set the space between Query Columns to 0. Default is blank, which creates those spaces.

Step 3: Create nVision Report Layout

Launch nVision from PeopleSoft 3-tier

Select Column “B”

Make sure to click on Tabular Layout Sheet – Click “OK”

Then Select the Source Tab and Select the Query we created in Step #2

Select the Column Tab and you’ll see the output fields from the Query.

Select Field Voucher for Column B.

Click “Apply”

Click on the Right Arrow

Column C, Select Invoice

Column D, Select Date

Column E, Vendor

Column F, ShortName

Column G, Amount

Click Save to Save your changes

Step 4: Create nVision Report Request

Click on Save

Step 5: Run Report

Enter Vendor ID when prompted for criteria, USA0000005

You can also run this report off the web.

Final Notes:

Thank you for taking the time to go through this tutorial with us. If you have any questions regarding this tutorial, please feel free to contract us at steve_chun@iconsultinginc.com or call 510-579-4265.

Presented by Integration Consulting, Inc. PeopleSoft Workflow, Reporting and Custom Development Experts. Please contact us for any of your PeopleSoft needs. www.iconsultinginc.com