How To: Run, Print, Save or Export ReportMart3 Reports on a PC
Who does this? Stanford Administrative Staff using ReportMart3 from a PC
When? Reconciling Oracle Financials' transactions (purchases, expenditures, reimbursements, etc.) or managing funds. Exporting reports to Excel is a useful tool for comprehensive analysis
How? Using ReportMart3, Adobe Reader or Microsoft Excel applications. Learn about requesting access to ReportMart3.
On this page:
Find and Run a Report (4 steps)
![step 1](/was/20151211033644im_/http://web.stanford.edu/group/fms/fingate/img/step-1.gif)
Launch ReportMart3:
- Click https://reportmart3.stanford.edu.
- Enter your SUNet ID and password if prompted.
Note 2: Or from the Staff section of the Gateway to Financial Activities website, use the pull-down menu under Launch Applications (upper right section of every staff page) to select ReportMart3 and click Go button.
Note 3: The recommended browser for PC's is Internet Explorer.
Note 4: Mac users connect via Citrix/Connect. See How To: Run, Print, or Export ReportMart3 Report on a Mac.
![step 2](/was/20151211033644im_/http://web.stanford.edu/group/fms/fingate/img/step-2.gif)
Find a report from a Category:
- Click the + by Corporate Categories.
- Click All Reports.
- Scroll down the list to the report name.
- Click the report title link.
![step 3](/was/20151211033644im_/http://web.stanford.edu/group/fms/fingate/img/step-3.gif)
Find a report using search:
- Enter part of the Title of the report in the Search field.
- Click Search button.
- Click the report title link.
![step 4](/was/20151211033644im_/http://web.stanford.edu/group/fms/fingate/img/step-4.gif)
Enter search terms in the Prompts page and run report:
- Enter the Prompts needed to find the data.
- Click Run button.
Note 2: If you know all the prompt values enter them directly on the prompt screen. If you need to access 'Lists of Values' to choose a value click on Advanced Prompts at the top of the prompt panel. See Resources & Job Aids: Using Advanced Prompts in ReportMart3.
Print or Save Report as PDF, or Export to Excel (5 steps)
![step 1](/was/20151211033644im_/http://web.stanford.edu/group/fms/fingate/img/step-1.gif)
Follow the steps in Find and Run a Report.
![step 2](/was/20151211033644im_/http://web.stanford.edu/group/fms/fingate/img/step-2.gif)
Re-display the report to the desired format:
- Select the view of the report you want to display. The default is All Tabs. Other options vary depending on the report. They may include Full Display or Brief Display.
- Click PDF View button as needed.
![step 3](/was/20151211033644im_/http://web.stanford.edu/group/fms/fingate/img/step-3.gif)
To print a report:
- Click Print button in the Adobe Acrobat menu bar.
- Select the printer.
- Click OK button.
![step 4](/was/20151211033644im_/http://web.stanford.edu/group/fms/fingate/img/step-4.gif)
To save report as a PDF file:
- Click Save button in the Adobe Acrobat menu bar.
- Change the file name as needed.
- Click Save button.
Export Report to Excel (4 steps)
![step 1](/was/20151211033644im_/http://web.stanford.edu/group/fms/fingate/img/step-1.gif)
Follow the steps in Find and Run a Report.
![step 2](/was/20151211033644im_/http://web.stanford.edu/group/fms/fingate/img/step-2.gif)
Re-display the report to the desired format:
- Select the view of the report you want to display. The default is All Tabs. Other options vary depending on the report. They may include Full Display or Brief Display.
![step 3](/was/20151211033644im_/http://web.stanford.edu/group/fms/fingate/img/step-3.gif)
Export the report:
- Click
Export.
- Click Save button.
- Navigate to the folder where the file is to be saved.
- Enter the File name if you want to change the default.
- Click Save button.
![step 4](/was/20151211033644im_/http://web.stanford.edu/group/fms/fingate/img/step-4.gif)
Open the file:
- Open the saved file in Excel.
What Happens Next?
- Report data may be used to reconcile Oracle Financials' transactions, such as purchase requisitions, expense reports / reimbursements, or journal expenditures.
Questions?
- For additional help, submit a HelpSU ticket. Select Request Category Administrative Applications and Request Type ReportMart3.
- For additional training, take FIN-0320: ReportMart3 for Oracle Financials.