RPDISC-01 Reports

Responsibility : RP Manager

RP Discoverer reports
Accessing Discoverer To access the discoverer reporting tool, use the following link to access the Oracle Login screen: http://financelive.fin.manchester.ac.uk/OA_HTML/AppsLocalLogin.jsp [In internet explorer you can add any web address to your favourites. To do this follow the link above by clicking on it and then from the Menu click Favorites Add to Favorites

In the name box enter Oracle Finance Login Page and click OK You can then open the login page at any time by opening an internet explorer window, click Favorites and then selecting Oracle Finance Login Page from the drop down list

Version : 18th September 2006

RPDISC-01 Reports

Responsibility : RP Manager

When you are on the login page, enter your username and password and then click on the Login button.

From the list of responsibilities click on the RP Manager Reports option to access the Discoverer reports.

Once in the Discoverer Viewer, you will then be presented with a list of reports. Select the report you wish to view by clicking on the report name within the Name column.

1) PA02 - Budget expenditure This report details Income, Actual Expenditure, Commitment, Cost Budget and the Balance against a project. Using the different Worksheets tabs there are a number of different ways of searching for Project data:

Version : 18th September 2006

RPDISC-01 Reports

Responsibility : RP Manager

Version : 18th September 2006

RPDISC-01 Reports

Responsibility : RP Manager

Select the appropriate Worksheet and then click on Run Query to run the report.

Project summary - by Investigator

To search for all the projects assigned to an Investigator enter the surname of the PI in the Contains field or the Starts with. Click on Apply Parameters. This will now run the report. If there is more than one Principal Investigator with the same surname then you will also need to select the appropriate name from the drop down list. This report will provide a list by where the investigator is either the PI or the Co-I and provide a summary by top task.

Project detail - by Project

To search by Project Number simply enter the Project number in the field. To search for multiple project numbers separate the project numbers with a comma (e.g. R100018,R010345) Click on Apply Parameters to run the report. The Project report summarises the data at project, top-task and Sub-task level.

Version : 18th September 2006

RPDISC-01 Reports

Responsibility : RP Manager

Version : 18th September 2006

RPDISC-01 Reports
Project detail - by Investigator (Choose your project)

Responsibility : RP Manager

This report has the same parameters as the Project summary - by Investigator report The report itself is the same as the Project detail - by Project except you can choose the investigators projects from the drop down list in the header section

Project detail - by Investigator (continuous report) This report is the same as above except that all the project is listed in the report.

Exporting the data to Excel If you need to print a reports or you wish to save it, it is possible to export the report to Excel.

To export a report click on the Export Data tab at the top of the report. You are then required to select the type of file you wish to export. Once you have chosen the file type, click on the Export Data and either open or save the exported file in a location of your choice.

Known issues

1. The totals for task, project, etc have a number at the end of them this is something I cannot get rid of at the
moment

2. if there is no investigator on the project the header will show &Key Member Name instead of an actual name

Version : 18th September 2006