finance reporting update january 24 th, 2011 [email protected]
TRANSCRIPT
Finance Reporting Phases
Phase 1 (2008 – July 2010)
Provide necessary financial information from Banner
Phase 2 (July 2010 – January 2011)
Reorganize and compile the finance reports
Phase 3 ( February 2011 – Future)
Dimensional reporting from cubes
Analysis Studio and Dashboards
January Timeline
• Budget Account Code/Type Summary for Grants
• Monthly Comparison Income Statements
• Invoice & Check Information Query
Operating Transaction Query
All Ledgers Transaction Query
Is My Fund MY?
• Operating Ledger by Vendor
• Outstanding AR Report
Operating Transactions Multiple Selections
IDC Report
• New Funds
• Budget Account Code Summary for Excel
Finance Reporting Reminders
Website is Active *Access through the F&A Worktools tab on
WebRaider
*Best viewed with Internet Explorer 8 or Firefox 3.6
* Reporting Documentation will be updated throughout February
Finance Reporting Reminders
Next User Group Forum will be
Tuesday, February 08, 2011
ODS Refresh Process
ODS Refresh Process
Posting Turned Off
Nightly Processes & Control Reports
Each Time You Run a Cognos Query, You are Hitting the ODS
Thank you for attending the Finance Reporting update
Please contact [email protected]
with any comments or suggestions
