UITS Financial System VU Application Online Help

VU Financial Reporting Application

    Preparing a Print Image Report   

Print Image Report Overview

Report Consolidation Level

Printing/Saving a Report

Exporting to Word

Exporting to Clipboard

Main Help Menu

Print Image Report Overview:

    VU produces a print image report in a format nearly identical to the existing UITS Financial Statement for Subaccount(s) report.  After pressing the Print button from the Selection Form, a new window is opened containing the report data, and providing options for viewing, formatting, printing and exporting that report data.

    Unlike the Interactive Query Results, this data is static and no drilldown options are available.  Data is reported at the object code or sub object code detail level, depending on options chosen on the Selection Form.     <top>

Report Consolidation Level:

    By default, the report is generated at the summary level.  That means a single report is created summarizing all of the chosen account/sub account combinations.  Optionally, a detail report can be generated by selecting the All Detail radio button near the top left of the form and pressing the Refresh button.  The Refresh button is only active is the consolidation level option has been changed.  Choosing a detail report will generate a separate report foe each selected account/sub account combination, followed by a summary report     <top>

Printing/Saving a Report:

    A report can be sent to a printer by pressing the Print button, the topmost button along the left side of the form.  A print dialog is displayed allowing options such as printer setup, print preview, print to a file, as well as the option to send the report to a printer.

    To send to the default printer, select the Printer radio button and press the OK button.  No additional information should be required, the report should automatically print in landscape orientation and be correctly formatted to the fit standard letter size paper.

    To change the printer or printer properties, press the Setup button and use the Print Setup dialog box.  To preview the report, select the Preview radio button and press the OK button.

    To save the report to a file, select the File radio button, choose a file format from the dropdown Format list, type a file name in the edit box provided (or utilize the Save As dialog box accessible by clicking on the diskette icon to the rght of the edit box), and then press the OK button to save the file.  The Save button displays the same dialog box as the Print button.     <top>

Exporting to Word:   

    Press the Word button on the left of the form to export report data directly to Microsoft Word.  This will launch the Microsoft Word application (if it is not already active) and create a new document with a default name such as Document1, Document2, etc.  The new document is the report image formatted for printing.  The file can then be saved in Word format, edited, printed, etc.

    Keep in mind that when Word is launched, it may appear to be blocked by other open applications on your desktop.  You may have to use ALT_TAB to scroll through open applications to find it, or use the windows taskbar at the bottom of the desktop to switch to Word.    <top>

Exporting to Clipboard:   

    Report data can be exported to the clipboard, to be pasted into another application.  The Clipboard button on the left of the screen will select all of the report data and place it on the clipboard, so that it can be pasted into notepad, Word, or any other application that can accept clipboard data.  The data will be exported as rows of text strings, which may be acceptable for some purposes, the data may not be formatted ideally for all applications.  If your intention is to export to Word, use the feature specifically for that purpose for best formatting results.  To export to Excel, export from the Interactive Query Results form, so that numeric results can be placed properly in spreadsheet cells.

    Optionally, any portion of the print image data can be highlighted by selecting it with the mouse, and exported to the clipboard by pressing CTL-C to copy.  This could be useful if you wish to copy a single number into Excel or a calculator application.      <top>