Revenue Report

XREV

Step 1: Double-click on the Datatel icon to open

Step 2: Type Login and Password

cluna

xxxxxxxx

Step 3: Click OK

Step 4: Click on Apps from menu bar

Step 5: Select CF from drop-down menu

Step 6: Next to Quick Access type XREV

XREV

Step 7: Click on the “Go” button

Step 8: At the Fiscal Year prompt type “2008” and press Enter

2008

Step 9: At the prompt type your Cost Center and press Enter

2008

006010

Step 10: At the prompt type 09/01/07 and press Enter

2008

006010

090107

Step 11: At the prompt type 09/30/07 and press Enter

2008

09/01/07403010

093007

Step 12: Click on “Update” to go to the next screen

2008

006010 09/01/07

09/30/07

Step 13: Press “F9”

Step 14: Click on “Update” to go to the next screen

Step 15: File will download to PC

2008

006010 09/01/07

09/30/07

Step 16: File will import to Excel

c:\tempfile\glarev.csv

Step 17: Excel will open with the GLAREV file

Step 18: Click on the minimized Datatel file to Restore

Step 19: To exit the CF screen click on the red “X” in the middle of

your menu bar

XREV

Step 20: Click on the minimized Excel file to restore

Step 21: Click on “File”

Step 22: Click on “Save As”

Step 23: Click on the ‘Save in” arrow to show drop-down menu

Step 24: Select folder where file will be saved

Step 25: Under “File name” type “Revenue 09-07” (or any other title you feel comfortable with)

Revenue 09-07

Step 26: Click on the ‘Save as type” arrow to show drop-down menu

Revenue 09-07

Step 27: Select “Microsoft Excel”

Revenue 09-07

Step 28: Click on the “Save” button

Revenue 09-07

Step 29: Now you can format the report to fit your reconciliation

needs

Thank you!