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How to Run the Unbudgeted Fund Equity Report (UGLS033A)

1.      NAVIGATION:  Custom Reports – GL – Unbudgeted FE with Exp/Rev Budgets

2.      Click Search on the Find an Existing Value tab to select a Run Control ID to open the report parameters page. 

3.      To add a new run control:  select the Add a New Value tab.  Enter a name for the run control, and then click the Add button.

4.      Enter the Fiscal Year and Accounting Period.

5.      Run the report by either Department or Tree Range

6.      Click the Run button.

7.      On the Process Scheduler Request - Make sure the Server is blank. 

8.      Make sure the Report is selected with a checkmark if such a box exists.

9.      Click OK.

10.   To check the report’s progress, click the Process Monitor link.

11.   When the Report Status is “Success”, click the Details link to drill down to the report files.  (Click Refresh until the Status is “success.”)

12.  Click the View Log/Trace link to display the report files.

13.  Click the file with the .pdf extension to view the report using Adobe Acrobat.

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