[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-171110-105":53,"doc-detail-171110-en":127},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":120,"head_meta":122,"extra_data":124,"updated_unix":126},105,"en","running-nvision-reports-dt-report-for-fiu01","Running nVision Reports DT Report for FIU01","","This document provides a comprehensive guide on how to run the DT Report, which offers Year-to-Date (YTD) budget-to-actual information and trend data for any General Ledger (GL) account with activity within the FIU01 business unit. The steps detail the process of logging into the PeopleSoft Financial Systems, navigating to PS/nVision, defining a new report request, and specifying the necessary parameters such as Business Unit (FIU01) and Report ID (DT). It further elaborates on selecting the correct report template, \"DT_TRANSDATA_BUDGET_REPORT,\" setting the \"As Of Reporting Date,\" and configuring the report scope by entering a 10-digit activity number. Crucially, it instructs users to ensure \"Data from Requesting Business Unit Only\" is unchecked in the Advanced Options tab. The guide then navigates users through running the report via Process Scheduler, monitoring its progress until it shows \"Success\" and \"Posted,\" and finally accessing the downloaded Excel file through Report Manager. This detailed walkthrough empowers users to efficiently retrieve critical financial data for the FIU01 business unit.",{"@graph":63,"@context":119},[64,80,102],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":51,"@type":70,"position":76},"https://docshare.wps.com/template/general/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/running-nvision-reports-dt-report-for-fiu01/171110/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/running-nvision-reports-dt-report-for-fiu01/171110.png","ImageObject",442,249,{"name":88,"@type":89},"Emma Mercer","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/vnd.openxmlformats-officedocument.wordprocessingml.document","2026-09-27","2026-09-01",true,{"@type":98,"interactionType":99,"userInteractionCount":101},"InteractionCounter",{"@type":100},"ViewAction",7,{"@type":103,"mainEntity":104},"FAQPage",[105,111,115],{"name":106,"@type":107,"acceptedAnswer":108},"What is the purpose of the DT Report?","Question",{"text":109,"@type":110},"The DT Report provides Year-to-Date budget-to-actual information and trend data for any General Ledger account with activity within a specific business unit.","Answer",{"name":112,"@type":107,"acceptedAnswer":113},"What are the initial steps to run the DT Report?",{"text":114,"@type":110},"To run the DT Report, you need to log onto the PeopleSoft Financial Systems, click the 'PS/nVision' tile, and then click the 'Define Report Request' link.",{"name":116,"@type":107,"acceptedAnswer":117},"How do I specify the scope of the DT Report?",{"text":118,"@type":110},"After selecting the report template and date, you need to click the 'Scope and Delivery Templates' link and enter the 10-digit activity number in the 'Report Scope:' field.","https://schema.org",{"og:url":78,"og:type":121,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":123,"canonical":78},"index,follow",{"doc_id":125,"site_id":56},171110,1788279390,{"code":4,"msg":5,"data":128},{"doc_id":125,"user_id":129,"nickname":88,"user_avatar":130,"doc_module":9,"category_id":50,"category_name":51,"doc_title":59,"doc_description":61,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":101,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":9,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":126,"read_time":4},962084925502,"https://ap-avatar.wpscdn.com/davatar_6f874abed73319feea01a86fa6f0fab8","The DT Report provides YTD budget to actual information as well as Trandata for any given GL account with activity.\nBelow please find the detailed steps on how to run the DT Report for FIU01.\nLog onto PeopleSoft Financial Systems:  https://myfs.fiu.edu/psp/fscm/?cmd=login\nClick the “PS/nVision” tile.\nClick the “Define Report Request” link.  (If you have never run this report, please refer to guidelines on Creating a New Report Request.)\nEnter the \"FIU01\" into the Business Unit field.\nIn Report ID box, enter “DT”.\nClick the “Search” button.\nSelect “DT_TRANSDATA_BUDGET_REPORT”.\nVerify/Select the “As Of Reporting Date”.\nClick the blue “Scope and Delivery Templates” link.\nUnder “Report Scope:” enter 10-DIGIT ACTIVITY NUMBER.\nClick the “OK” button.\nGo to \"Advanced Options\" tab under Report Request and ensure that \"Data from Requesting Business Unit Only\" or NOT checked.\nGo back to previous tab.\nClick the “Run Report” button.\nIn Process Scheduler Request window, click drop-down menu for “Server Name” and select “PSNT”.\nClick the “OK” button.\nClick the blue “Process Monitor” link (4th link down from the top).\nClick “Refresh” button several times until Run Status shows and “Success” and Distribution Status shows as “Posted”.\nClick the “PS/nVision” link (located in tan Menu on the left).\nClick on “Report Manager” link (last link under “PS/nVision).\nClick on “Administration” tab.\nClick on report (blue link) titled “DT_TRANSDATA_BUDGET_REPORT [today’s date].xls.”\nThe report will download to Excel – click “OPEN”.","cbCaivKDDM1UtFlw","https://ap.wps.com/l/cbCaivKDDM1UtFlw","docx",55889,"English","# Guide to Running the DT Report\n## Steps for Running the Report\n## Accessing and Downloading the Report","[{\"question\":\"What is the purpose of the DT Report?\",\"answer\":\"The DT Report provides Year-to-Date budget-to-actual information and trend data for any General Ledger account with activity within a specific business unit.\"},{\"question\":\"What are the initial steps to run the DT Report?\",\"answer\":\"To run the DT Report, you need to log onto the PeopleSoft Financial Systems, click the 'PS/nVision' tile, and then click the 'Define Report Request' link.\"},{\"question\":\"How do I specify the scope of the DT Report?\",\"answer\":\"After selecting the report template and date, you need to click the 'Scope and Delivery Templates' link and enter the 10-digit activity number in the 'Report Scope:' field.\"}]","Running nVision Reports DT Report for FIU01 | DOCX"]