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URL: http://financial.reports.umn.edu
Last updated March 24th, 1997, fsshelp@umn.edu
© 1996 by the Regents of the University of Minnesota

The University of Minnesota is an equal opportunity educator and employer.



Downloading Shared Queries:

  1. When the report is on your screen, go up to “file” and click on “save as.” Save it to a directory you have access to such as C:\XXXX\XXXX\name of report.txt. Make sure the file type is text (.txt).
  2. Open the text file in Excel. The text import wizard of excel will launch. Excel now has to convert the text file to an Excel spreadsheet.
  3. Just click the button at the bottom that says, “FINISH”. If the columns don’t break where you would like them to you can step through the 3 steps of the text import wizard to format the report.
  4. The report is basically finished but you may need to clean it up before you print it out. Some headings may need to be retyped. Column widths may need adjusting for all the data to show. You may also need to delete empty columns that occurred during the conversion from text to Excel. Changing the cell format to line wrap may aid in ensuring that all the data fits on one page or you can choose the option File\Page Setup\Fit to X page(s) wide by X tall to make the report fit.
  5. Use “Print Preview” to verify paper size and format (portrait or landscape) needed for all data to print completely.
  6. Print the report.
* Note: Formulas do not come through on the import. If you want columns to sum or add you must do your own formulas.


Downloading From the Web:

  1. When prompted with the 'save as' screen, try to save the file being downloaded inside the viewing application.
  2. To avoid the 'save as' screen, set up MS Excel as a Netscape Helper App.
  3. When importing text via a Wizard, check Delimited on the first Wizard screen and both Comma and Tab on the second screen.



  • To go back a single page on a Mac, click-n-hold the mouse button in a text free area of the page. Select back from the pop-up menu options. You may also use the Back button on your browser.
  • To go back a single page on a PC, click-n-hold the right mouse button in a text free area of the page. Select back from the pop-up menu options. You may also use the Back button on your browser.
  • If you would like to go back to the list of reports, retaining your previously entered account information, use the Back to...Reports icon at the bottom of each report page.
  • If you would like to go back to the list of reports, without retaining your previously entered account information, or to a different list of reports, click the Reports button on the button bar at the bottom of the page. From the alphabetical reports listing page find the report you would like to run and click it to go to it's residing page.



  • Enter the user name of the person you intend to e-mail in the left hand box and the server address in the right hand box.
  • Do not enter the @ sign.
  • Use your Back button to return from the 'e-mail successful' screen after sending your e-mail.
  • Please do not respond to any e-mails you receive from yourself.



  • Try to enter first and last names without spaces between letters.
  • Enter a five (5) digit campus fax number, or a seven (7) digit off campus number without hyphenation.
  • Be advised that a few of the wider reports do not fit on a portrait fax copy. At this time there is no cure for this ill.
  • Use your Back button to return from the 'fax successful' screen after sending your fax.



  • From File on the menu bar select Print.... Click OK. Or, click the Print button on your browser.



    Software:

    Excel



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