CFS REPORTING: EXPLORING THE CMS DATA WAREHOUSE

Presented by:

Chris Lambert

Karen Baldyga

PRESENTATION AGENDA

San Marcos implementation details Department reporting Trial balance w/ San Marcos formula Drilldowns Class / program / project reporting made

easy Q & A session

SAN MARCOS IMPLEMENTATION

PCBO meeting updates early & often Sneak preview in January CFS go live April 2011 First reporting cycle for month end close

done in May Just in time training approach (Late April –

Mid May)

SAN MARCOS TRAINING STRATEGY

Create model templates for department reporting, class reporting and trial balance

These will be used for Accounting & Budget submissions

Train on drilldowns, exporting to Excel and print setups

BASE SAN MARCOS SETUP

SAN MARCOS STANDARD DEPT REPORT

SAN MARCOS STANDARD TB

SAN MARCOS TB FORMULA

DRILLDOWN (CFS DETAIL)

DRILLDOWN (CONVERSION SUMMARY)

EXPORT TO EXCEL

CLASS REPORTING MADE EASY

CLASS BY FUND BY ACCOUNT

PROGRAM REPORTING MADE EASY

PROGRAM BY DEPT BY FUND BY ACCT

PROJECT REPORTING MADE EASY

PROJECT BY DEPT BY FUND BY ACCT

QUESTIONS?