nVision Reporting
Introduction
PS/nVision is a reporting tool used "for the analysis of real-time (posted) financial data that selects specific data from PeopleSoft ledgers, trees and queries to produce formatted reports in an Excel spreadsheet that includes the ability to drill down to additional detail. Multiple PeopleSoft ledgers or queries are used to create nVision Reports, and Reports contain all transactions posted as of the reporting date. nVision Reports can be scheduled as well as run on demand.
Before you can use nVision you must install the ‘DrillDown’ (Microsoft Add-In) feature to provide the supporting details of the summarized data. Click the following link and follow the instructions provided. Installing nVision Add-In MS Excel for PeopleSoft Drill Down.
Training for nVision are in PeopleSoft's User Productivity Kit (UPK) for the following topics:
- Run nVision Report
- Running an nVision Report Book
Applicability
Financial information is available to account holders, financial administrators, researchers, and other project holders to review and verify transactions and assist with financial analysis, planning, and decision making.
Procedure
Navigation: Guide to Financial Management > Chapter 5 Financial Reporting > Financial Reporting Quick Guide > Financial Reporting Quick Guide (PDF) > scroll to page 3 and click the UPK Training Modules link
1. Follow the Navigation until you get to the PDF Financial Reporting Quick Guide. The Financial Reporting Quick Guide provides a general overview along with detailed information on key reports delivered through the various reporting systems and includes links to important information
2. Scroll to page 3 In the Financial Reporting Quick Guide and click the to UPK Training Module link
Additional Considerations (Notes)
nVision Learning Summary - This Learning Summary provides summarized instructions on how to run nVision reports and drill on nVision reports in the PeopleSoft Financials application.
Important information for nVision users - This document outlines important information for PeopleSoft Financials nVision Users.
Keywords: nVision, PeopleSoft, PS, Reporting, Report, Reports, Report Books, PS Finance