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Reporting/Printing Definitions

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Exporting A BEN Financials Report Into Excel

  • After the report has completed, make note of the concurrent ID number
  • Click on the Submit a New Request button-the Single Request radio button will be highlighted
  • Click [OK]-the Submit Request window will open
  • In the Name field, Click on the List of Values (…)
  • Find and Select ‘Copy file’ (you may need to scroll down) and click OK
  • The Parameters window will open, and in the 'Name of file to copy' field, type a ‘o’, the concurrent id number, .out in the following format: o12345678.out
  • Click OK (this will return you to the Requests window)
  • Click Submit

Once the report request successfully completes, the user will receive an email from ‘Secure Share’ where the file is available to download to the user's workstation. The file name will be the name provided in the parameter at the time the Copy file request was submitted

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Fast Facts

FastFacts are useful tips about BEN Financials. To see a complete FastFact, click MORE. To view all of the FastFacts click on 'FastFacts' from the left navigation column.
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