GL> Reports> VRI
VRI Report Export
Summary
The VRI Report Export window allows you to export custom reports created with the Visual Reporting tool (GL> Reporting Tools> Visual Reporting).
Related Links
Click here for information on creating VRI Reports.
Click here to download VRI templates from Springbrook.
Step by Step
1 Open the Print VRI Reports window (GL> Reports> VRI).
2 Configure the report.
- The Reports field will display all the existing VRI reports that can be exported.
- If the Reports field does not display any VRI reports, you will need to create one on the VRI Report Maintenance window (GL> Reporting Tools> Visual Reporting). Click here for information on creating VRI Reports.
- Check the toggle next to each report you would like to export. More than one report can be exported at a time.
- The Archived Template column will display the template that was attached to the report when it was created.
- If you would like to designate a different template for the report, highlight the report and click the Override Template field and browse to the desired override template.
- The Override Sheet drop-down menu will only be active if an Override Template has been selected.
- Select a Fiscal Year and enter a Period From and Period To value to designate a range for the report.
- The Use Period Budgeting toggle will not affect the report output as Period Budgeting has not yet been implemented in Version 7.
- Check the Include Uncommitted Journal Entries toggle to include uncommitted journal entries from the General Ledger module in the report.
3 Export the report.
- Click the Print icon to process the report immediately or enter a date and time in the field next to the Print icon to schedule the report to generate at a later time.
You can view the progress of the report on the Job Viewer window (SS> Utilities> Show Scheduled Jobs). Click here for information on the Jobs Viewer window.
- Click the Print icon drop-down menu and select Print Preview to preview the report before printing.
- Click the Print icon drop-down menu and select Excel to export the report data to an Excel spreadsheet as unformatted data.
- Click the Print icon drop-down menu and select Excel (Formatted) to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
- Once the report is generated, you can also display the report using the View Reports window (SS> Utilities> View Report). Click here for information on the View Reports window.