Quick Guide: Download A Compendium Report

This guide provides an overview of the steps required for downloading a compendium report to an Excel 2000 spreadsheet using myEXTRA! Enterprise 7.0 when the code is known.

 

Step 1:

From the action bar on the main ad hoc reporting menu, put your cursor on ’Compendium Reports’ and press enter. If the compendium is set as your first CIRS screen, begin at step 2 below.

 

COMPENDIUM REPORTS  ONLINE APPLICATIONS  CUSTOM FILES  OTHER

 

Step 2:

At the main compendium screen, press the F1 key for express access.

 

PERSONAL LIBRARY     ONLINE APPLICATIONS    CUSTOM FILES    OTHER

                       CIRS COMPENDIUM LIBRARY                     

Cmd     X  Select                                     Row 1 of 333

CMD CODE LEV      TITLE                                            

 _  A01  CD  UNEMPLOYMENT INSURANCE COSTS BY FUND

 _  A03  CD  PAYROLL DEPOSIT REPORT BY NAME AND POSITION NUMBER

 _  A04  CD  MASTER PAYROLL WARRANT REGISTER BY POSITION AND NAME

 _  A05  CD  ROSTER WITH WORK LOCATION AND BASIC POSITION DATA

 

F1=Express  F2=GuideMe   F3=Exit    F4=Locate    F5=Top10  F6=Detail

F7=Up       F8=Down      F9=Search  F10=BatchPrt

 

Step 3:  

At the express menu, type the code (e.g., L15) and press the enter key.   

 

|----------------- Express ------------------|

|                                            |

|             SELECT CODE:  L15              |

|                                            |

|      ENTER TO CONTINUE - F3 TO CANCEL      |

|--------------------------------------------|

 

Step 4:  

At the cycle screen, type a D to the left of the report cycle and press enter.

 

CODE:  L15  LEVEL:  CAMPUS DETAIL

TITLE: EXTRACT TRANSACTION TO SEND TO PEOPLESOFT

CATEGORY:  PEOPLESOFT

Cmds     B Browse  E Edit  P Print  D Download          

Cmd Cycle  Campus Name       Expires                     

 D  99/99  BAKERSFIELD      **PERM**                 

************************* Bottom of data ***********************

 

F3=Exit     F7=Up       F8=Down     

 

Step 5:

At the download screen, read the instructions and copy the name of the file being downloaded (including the single quotes).  Then type GO at the command line and press enter.  

 

DOWNLOAD SCREEN

 

COMMAND =>  go

 

PLEASE READ THE INSTRUCTION CAREFULLY BEFORE PROCEEDING:

 

  1.  AFTER READING THESE INSTRUCTIONS ENTER GO ON THE COMMAND LINE

 

  2.  WHEN THE TSO COMMAND SCREEN APPEARS SWITCH OVER TO YOUR PC.

 

  3.  ENTER YOUR PC COMMANDS TO DOWNLOAD USING THE FOLLOWING FILE

      NAME AS YOUR FROM FILE:

 

                'PD.CSUCFOC.RPT.L15H9999'

 

      TRANSFER SOFTWARE REQUIRES THAT SINGLE QUOTES ENCLOSE

      THE FROM FILE NAME SPECIFIED ABOVE.  REFER TO YOUR

      SOFTWARE DOCUMENTATION FOR THE CORRECT DOWNLOAD SYNTAX.

 

  4.  WHEN THE DOWNLOAD IS COMPLETE SWITCH BACK TO THE MAINFRAME.

 

  5.  PRESS THE F3 KEY TO EXIT.

 

Step 6:

At the TSO command processor screen, open the file transfer program on your PC (e.g., click on toolbar icon).  Do not make any entries at this screen.

 

 

Transfer program:  IND$FILE

Transfer type: GET (RECEIVE)

File to transfer: 'PD.CSUCFOC.RPT.L15H9999'

 

===>

 

The data below is for information only.

Your emulation software settings:

  Transfer type:

           Type match:

  Transfer name:

           Name match:

 

 

Step 7:

At the transfer file screen, paste the host (CIRS) filename and type the PC filename.  Confirm the transfer settings and click the ADD TO LIST button.  Then click on the TRANSFER button to begin the download process.  

 

Note:  Excel will automatically look for .xls files, so that is the extension provided for the PC filename.

 

EXTRA Enterprise Transfer Screen

 

Step 8:

When the file transfer is complete, open Excel first then open the downloaded file on your PC.  

 

Microsoft Excel 2000

 

Step 9:

The text import wizard will automatically open.  Use it to import your downloaded file.  When finished, save the file.

 

Excel Text Import Wizard

 

Step 10:

If you're still logged on, return to your CIRS session and press the F3 key until you are back at the main menu.