EFinance

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EFinance HTML Active Report User Training Manual
May 2009
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Agenda

• Accessing your reports
• Active Report Overview
• New Functionality/Terminology
• Reporting Basics
• Adding and Deleting Comments
• Highlighting Data
• Calculating Data
• Controlling Report Display
• Saving Active Reports
• Exporting Active Reports
• E-mailing Active Reports

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Accessing Your EFinance Reports

• Access the link
• www.nyumc.net/nyu/index.jsp
• Select Web Applications
• EFinance
• Login with Kerberos Id and Email password
• Bookmark the address

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Accessing Your Efinance Active Reports

• The default screen will appear upon logging in
  as shown below
• Click on Views from the default screen. It will
  then prompt you will available views with
  your access ID
• Select Efinance SOM Temporary Reports

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Accessing Your Efinance Active Reports

• This screen allows you to select which Standard
  report you like to run
• Once the report is selected it will prompt you
  with selection criteria
• Select Active report icon and run the report

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Accessing Your Efinance Reports

• Standard Reports available as of May, 2009
• Accounts Payable Paid
• Accounts Payable Unpaid
• AP Activity Detail
• CUFS to FAME (Acct. Crosswalk)
• FAME to CUFS (Acct. Crosswalk)
• Journal Entry Detail
• Payroll by Fund
• Payroll Distribution Report (Detail)
• PO Activity
• PO/BO Negative Confirmation
• SOM Fiscal YTD Journal Detail

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Active Report Overview

• HTML Active Report is a report that is designed
  for offline analysis

• Interact with the data, using analysis similar to
  those found in an Excel workbook, without any
  connection to a server.
• You could save the report on a local machine
• When working with active report , you can
• Filter or highlight data
• Sort data within any column in ascending or
  descending order
• Apply calculations to columns and choose the
  location to display results
• Control the display of data by hiding columns,
  freezing columns, limiting the number of rows per
  page, and using graphic visulization to compare
  columns values
• Create a variety of simple or advanced charts
  (pie, line, bar, or scatter) and roll-up tables
• Apply a global filter on multiple reports within
  the same HTML page
• Export report data and chart data
• Restore original report settings

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New Functionality/Terminology
Icons

• Run Report Buttons
• Each of these give you the ability to run your
  selected report
• If in doubt about the data in the screen re-run
  the report

• Report Run formats
• HTML on Screen
• PDF Adobe PDF format For printing
• Excel Spreadsheet
• Active Reports - HTML with the ability for sorts
  and subtotal. Online data view and manipulation
  with no ability to save

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New Functionality/Terminology
Selection Panes

• Standard AP Activity Report
• Access is limited to Chart field security
• Click down arrow twice for selection criteria
• All selection will result in all available
  within your access
• Always enter a start date Preferable from the
  calendar selection

Active Report Icon
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Reporting Basics

• Depending on how your HTML Active report has been
  set up, some options may not be available in your
  report

Drop Down Selection Menu
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Reporting Basics Adding Comments
The image below shows the context menu for a row
in the Active Report Output.
Select the row of data that you want to add a
comment for, click and select Comments from the
context menu. Type comment and click Add Comment

• To view existing comments
• Click row with comments, and select Comment from
  the context menu
• Comment dialog box appears with comment entry and
  the date it was created.

Comments cannot be edited but they can be
deleted
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Reporting Basics Deleting Comments

• To delete and existing comment
• Click the row with comments and select Comments
  from the context menu
• Click the X next to the comment date and entry.
  (The comment is removed)
• Click the X on the Add Comment toolbar to close
  the dialog box

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Reporting Basics Highlighting Data

• To highlight a row
• Select the row of data that you want to
  highlight, click and select Highlight Row from
  the Context menu
• You may highlight multiple rows
• To highlight a value
• Select the row of data that you want to
  highlight, click and select Highlight value from
  the Context menu
• Highlight value is only applicable for one row

To get selection menu left click anywhere on
the data
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Reporting Basics Calculating Data

• Type of calculations
• Count all counts the number of occurrences of
  the field
• Count distinct counts the number of distinct
  values within the field

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Reporting Basics Controlling Report Display

• To Show/Hide Report Columns
• Click the arrow in the heading of the column you
  want to hide and select Hide Column / Unhide
  Column from the menu
• To Freeze Report Columns
• Click the arrow in the heading of the column you
  want to hide and select Freeze Column from the
  menu. Only available when a report does not fit
  in the current window
• To Control the Number of Records
• Click the arrow in any column heading and then
  select Show Records and a value from the pop-out
  menu

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Reporting Basics Controlling Report Display
To apply data visualization Click the arrow in
the heading of the column you want to visualize
and select Visualize from the menu. The
visualize option only appears for the numeric
columns
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Reporting Basics Charts
You can view data in your Active Report as a
line, bar, scatter, or pie chart.
Viewing data as a Chart

• The following figure illustrate a chart that was
  rendered from the data in the report. This is a
  pie chart that shows the sum of the values in the
  Vendor field by Account

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Reporting Basics Saving Active Report
To Save Changes in an Active Report

• Click the drop down arrow in column heading,
  select Save Changes. The Prompt dialog box opens
• Enter appropriate file name and location and
  click Save Report
• The report is save with the most recent
  modifications applied

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Reporting Basics Exporting Active Report

• To Export Data
• Click the arrow in any column heading, select
  Export and then the format. (HTML, CSV XML)
• Select All Records or Filtered only. The Save as
  dialog box opens
• Navigate to a location to save the exported file,
  enter a name, and click Save

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Reporting Basics Saving, Exporting and
E-Mailing Active Report

• Click the arrow in the heading of a column and
  select Send as E-mail from the menu. The Prompt
  dialog box opens
• Enter a file name and location (or keep the
  default) and click Save Report to save the HTML
  Active Report as a HTML document
• If Microsoft Outlook is your default e-mail
  system, an e-mail is opened with the AHTML report
  as an attachment

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Prepared by MC Financial Systems
Group mcfinsysgrp_at_nyumc.org