WEB REPORTS USER GUIDE FOR ACS
WEB REPORTS USER GUIDE
Version 12.0.0 FFEL
February 26, 2003February 20, 2003August 15, 2003
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WEB REPORTS USER GUIDE FOR ACS
WEB REPORTS
USER GUIDE
1. INTRODUCTION 3
2. WELCOME SCREEN AND LIST OF REPORTS 54
3. SEARCHING REPORTS 65
OVERVIEW 65
ELEMENTS OF THE QUERY SCREEN 766
THE “HINT” FEATURE 766
SEARCHING A RANGE OF VALUES 766
THE “SHOW” BOX 877
USING “SORT BY:” 877
RUNNING OR RESETTING A QUERY 877
4. USING THE HITLIST 988
ELEMENTS OF THE HITLIST SCREEN 1099
“CHECKING” ITEMS IN THE HITLIST 1099
EXPORT AS TEXT FILE 1099
CREATE PDF FOR E-MAIL OR PRINT 111010
CHECK ALL SHOWN 111010
UNCHECK ALL SHOWN 111010
CLOSE THE HITLIST 111010
LOGOFF 111010
ADJUSTING THE SIZE OF THE WINDOWS 111010
5. THE DATA (ADOBE) SCREEN 121111
ELEMENTS OF THE ADOBE/DATA SCREEN 131212
GO BACK TO HITLIST 131212
BROWSE HITLIST -- Back 131212
BROWSE HITLIST – Forward 131212
NEW QUERY – SAVE HITLIST (Report Linking) 131212
NEW QUERY – CLOSE HITLIST 131212
CLOSE THE DATA SCREEN 131212
REPORT LINKING (Using “New Query – Save Hitlist” Button) 131212
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WEB REPORTS USER GUIDE FOR ACS
1. INTRODUCTION
ACS Education Services has developed Web Reports as part of our continuing effort to use advanced technology to enhance our service to you. Web Reports takes advantage of Internet technology to provide you with your reports in the most efficient way possible. This capability will provide you many exciting benefits including:
· Secure access through the ACS web site or directly through your eCOMMAND ACS Web Site Login. connection
· Point and click access to management reports 24 hours a day, 7 days a week
· Two complete fiscal years Up to 24 months worth of report access
· Ability to download reports to a text file
· Faster report availability each month
· Sort capabilities to isolate selected transactions/accounts
Users will be able to access their reports within 34 – 5 days after the close of month-end.
Web reports are accessible via eCOMMAND and the ACS Education Services web site. After logging into ACS Education Services web siteeCOMMAND you will see a Web Reports link in left side menu icon next to the Help and Log Out icons. To access Web Reports, merely click this iconmenu item.
To access Web Reports from our web site, go to www.acs-inc.com/education and click on Service Offerings link. This will take you to a page with a link to Web Reports. To facilitate future access to web reports, we suggest you bookmark this page. When you click the Web Reports link, you will be taken to the ACS Education Services web site eCOMMAND login page. However, by entering your login information, using a SecurerueID card, you will be taken directly to your Web Reports.
We trust you will find this method of receiving your reports as beneficial to your operations and more favorable than other reporting approaches.
Input your User/Secure Id, Password then click the Log in button.
You will then have the choice of a Word or PDF version of the reports
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2. WELCOME SCREEN AND LIST OF REPORTS
After clicking on the eCBSL GSL Web Reports button, you will be presented with a list of the available reports, as well as a glossary of the Web Reports icons. You may have to scroll down the page to see the report you wish to view. Single-click the report you want to open to bring up that report’s Query Screen. NOTE: The report list can be widened horizontally by clicking, holding and dragging the vertical border between the report list and icon glossary.
** Please note this screen does not represent a full list of available reports. This is a test screen. The full list will be presented when you log on to the live system
Welcome Screen and List Of Reports
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WEB REPORTS USER GUIDE FOR ACS
3. SEARCHING REPORTS
OVERVIEW
The "Query Screen" provides you with the ability to quickly and easily search your data. It displays all of the possible search fields from the currently selected report so you can locate the desired document. A query can be made using one or more fields. A blank query field will not limit the search in any way as long as at least one search field has an entry.
Query Screen
The Query Screen and query fields have a number of built-in functions. You can perform a search by placing the cursor in an empty search field box and typing in a value, and then clicking the “Run Query” button (or pressing the Enter key on the keyboard).
ELEMENTS OF THE QUERY SCREEN
THE “HINT” FEATURE
You can double-click in an empty search field box to bring up a “Hint” window of approximately the first twenty-five values for that field. If the search field box has anything typed in it, double-clicking will produce a Hint window with the closest matching values. To select an item in the Hint window, double-click that value, and it will be placed in the appropriate index field. The Hint window will disappear.
SEARCHING A RANGE OF VALUES
To search a range of values for a search field, single-click the name of the field. This will split the search field box into two boxes – the first being the “From:” value and the second being the “To:” value. You can then type in a search term or double-click the search field box to select from the Hint window.
Performing A Range Search
THE “SHOW” BOX
One of the items in the Query Screen is the “Show” checkbox next to each search field. This allows you to show some or all of the search field values in the Hitlist that is produced by your search.
USING “SORT BY:”
Another element on the search screen is the “Sort By” drop down box. This controls the order in which your search results Hitlist appears. The default is “Page” order, but Institution Number, Institution Name, Date, etc. can be used for an alphanumeric (ascending) sort of the Hitlist.
RUNNING OR RESETTING A QUERY
After entering your search value(s), click the “Run Query” button (or press the Enter key on the keyboard) to begin the search. If you wish to clear the search fields to do a new search, click “Reset.”
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4. USING THE HITLIST
If a match is found in the report for your search criteria, a Hitlist will be displayed.
The Hitlist itself is a grid showing the pages (one hundred at a time) in the report that match your search criteria. The columns of the grid correspond to the search fields.
A Sample Hitlist Screen
Place the cursor over any part of the row for the page you wish to view and single-click your left mouse button. The page will display in a new browser window (the Data/Adobe Screen).
ELEMENTS OF THE HITLIST SCREEN
The basic elements of the Hitlist Screen are as follows:
“CHECKING” ITEMS IN THE HITLIST
You have additional control over the items in your Hitlist. You can select some or all Hitlist items (up to one hundred at a time) for printing, exporting, etc. by placing a checkmark in the box at the far right of each Hitlist row. Select one item at a time by clicking in the empty box, or check all items shown by clicking the “Check All Shown” icon (see below). Similarly, deselect items by clicking in each checkbox to remove the checkmark(s) or click the “Uncheck All Shown” icon.
EXPORT AS TEXT FILE
You may want to use your report data in other programs such as Microsoft’s Excel or Access. To do this, perform the following:
- Select a report and perform a search. You should see a hitlist.
- Click the first icon in the icon bar just above the hitlist (icon is a clipboard and small arrow pointing to the right) – “Export As Text File”.
- While the text file is being created, you will briefly see the following screen:
- Once the building of the text file is complete, a window will appear with the first several lines of data from the new text file. It can be viewed or, if desired, saved to a local or network hard drive (see #5 below).
- To save the newly exported text file, click on “File”, then select “Save As …” from the current browser window’s menu bar. Choose the location you wish to save the text file in, as well as a new filename if the default doesn’t suffice. Important: Be sure to click on the drop-down box titled “Save As Type” and select “Text File”.
- To import the text file into other programs like MS Excel or MS Access, start those programs and click on “File”, “Open”, and then the location and filename of your new text file. The program should recognize that it is a standard text file and will automatically start an import wizard so you can define the parameters of the report. For more details on using the import wizards, please consult the help files for those specific programs.
CREATE PDF FOR E-MAIL OR PRINT
This allows you to take all items checked in the Hitlist and create a single PDF file that you can save, e-mail or print. After the PDF file is built, click the printer icon in the Adobe menu and follow the printer dialog screen. To save and/or e-mail the PDF file, click “File” on your browser menu bar, and then “Save As …” or “Send à Page By E-Mail” and follow the prompts.
CHECK ALL SHOWN
See “Checking Items In The Hitlist” above.
UNCHECK ALL SHOWN
See “Checking Items In The Hitlist” above.
CLOSE THE HITLIST
Closes the browser window containing the Hitlist
LOGOFF
Closes your Web Reports session
ADJUSTING THE SIZE OF THE WINDOWS
You can change the size of most windows (to make the Hitlist larger, for example) by placing the cursor arrow over the thin vertical or horizontal window border of the window you want to resize. When the cursor arrow changes to a double-headed arrow, left-click and hold down the mouse button, then drag the window until it is the size you desire.
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5. THE DATA (ADOBE) SCREEN
After you click the line in the Hitlist of the page you wish to view, the page will appear in a new browser window. The Web Reports software utilizes the standard Adobe Acrobat viewer (which is available free of charge at www.adobe.com if you don’t already have it installed on your computer).
The Adobe screen, also called the “Data Screen” is the approximately three-fourths of the screen below the larger set of Web Reports navigation icons. The top row of the Adobe screen contains icons of a floppy diskette, a printer, etc. and an icon of the Adobe logo at the far right hand side.
You may want to zoom in on the report page for easier viewing, depending on your monitor and resolution. To do this, select the (+) magnifying glass icon in the toolbar above the report page (shortcut: press “h” on the keyboard). Then click on the report page until you can view it. Alternatively, to zoom out of the report page (make it smaller), click the (-) magnifying glass icon on the toolbar (shortcut: press Shift-Z on the keyboard).
Another frequently used tool is the Adobe “Hand” tool. This tool allows you to click and “grab” the page electronically and move it around the screen so you can view portions of the page more easily. To select the “Hand” tool, click the small icon that looks like a human hand (shortcut: press ‘h’ on your keyboard). The cursor arrow will change to a hand. Place the hand cursor on the report page and single left-click and hold the mouse button down. Then, while holding the left mouse button down, move the cursor around the screen. The report page will move with the hand cursor.
Other Adobe functions include the Print button (a printer icon) to print report pages, as well as Find (binoculars icon) to search the report page for a particular word or string of text.
ELEMENTS OF THE ADOBE/DATA SCREEN
Above the Adobe screen are the Web Reports navigation icons. These icons allow you to perform various functions at the report page level:
GO BACK TO HITLIST
Closes the Adobe page viewing screen and returns you to the Hitlist
BROWSE HITLIST -- Back
Displays the previous page in the Hitlist
BROWSE HITLIST – Forward
Displays the next page in the Hitlist
NEW QUERY – SAVE HITLIST (Report Linking)
Allows you to open and search multiple reports at once. See “Report Linking” below
NEW QUERY – CLOSE HITLIST
Closes the Adobe screen to allow you to perform a new search or select a new report.
CLOSE THE DATA SCREEN
Returns you to the Query Screen
REPORT LINKING (Using “New Query – Save Hitlist” Button)
To open multiple reports at once (and search for common values), follow the instructions below:
- Click on a report to open it.
- Perform a search which will generate a hitlist.
- Click on a row to view that page.
- At the Adobe (page viewing) screen, click the fourth button from the left just above the Adobe icon bar (it’s an icon with a green checkmark next to a report page) – “New Query – Save Hitlist.” This will take you back to the Query Screen for the report you’re currently in.
- Highlight the search term in the search field box and press “Ctrl-C” on your keyboard to copy the value to the Windows clipboard.
- At left, find the report you wish to link to and click on it to bring up that report’s Query Screen.
- Put the cursor in the search field box you want to link by and press “Ctrl-V” on your keyboard to “paste” the value from the first report. Now press “Enter” or click the “Run Query” button.
- You’ll see a hitlist for the search term, which can be used to view the page(s), export to a text file, print, etc.
- To return to the other report (the first one you opened), press “Alt-Tab” twice on your keyboard. You should see the report page that you were previously viewing from the first report.
- To return to the first report’s hitlist, click your browser’s “Back” button (make sure you are looking at a page from the first report).
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