Accessing Reports

A number of general Impromptu reports are saved on the P drive in the Financial Reports folder. The path to the reports is as follows:  P:\Finance\Standard Reports_v7\\General Reports. These general reports were written to pull standard information that could possibly be used by all departments. Examples of the type of information in these reports include budgets, actuals, encumbrances, revenues, expenditures, contracts, etc.

Follow the steps below to access Impromptu reports:

Click on the Impromptu icon from the desktop.

Click on FileOpen. Impromptu should default to the Financial Reports folder on the P drive. Open the General Reports folder and select the preferred report.

The catalog login screen will open. elect your department next to User Class and enter department login password. (You will receive your department login password when Impromptu is installed.)

Most reports have been written to prompt the user for specifics such as department, fiscal year, fiscal month, etc.

Once all prompts have been answered, Impromptu will pull the report.

NOTE:  Some reports take longer than others to open.

Click here for a description of each report in the General Reports folder.