Launching a report

All reports that are available in Financial Consolidation can be launched as PDF or Excel files, allowing you to print or save them for later use.

You can use the procedures below to launch a report any where there is a button. When you click the button, the report is generated and hyperlink to the report is displayed. This hyperlink remains available until you leave the page.

Reports that you have created before can be found on the Job Overview page. Check with your administrator to see if you have sufficient rights to access the Job Overview page.

Launch a report as a PDF file

1. Under File type, select PDF format.

2. Click .The report is created and a hyperlink to the file is displayed.

3. Click the hyperlink to download the report.

     Note:  At this point, the file is stored temporarily in some temporary drive. To save the report, you need to open and then, save it to a specific location on your hard drive.

4. To open the report, click the downloaded PDF document.

5. You have these options:

   • To print the document, click the printer icon.

   • To save the document on your hard drive, click the download icon to open Windows Explorer and choose a place to save the file.

Launch a report as an Excel file

1. Under File type, select either XLS or XLSX format.

2. Click .The report is created and a hyperlink to the file is displayed.

3. Click the hyperlink to download the report.

     Note:  At this point, the file is stored temporarily in some temporary drive. To save the report, you need to open and then, save it to a specific location on your hard drive. If you make any modifications to the file before saving it, you will lose all your modifications after you close the file.

4. To open the report, click the downloaded Excel document.

5. You have these options:

   • To print the document, click the printer icon.

   • To save the document on your hard drive, click the download icon to open Windows Explorer and choose a place to save the file.