finance reporting user group forum...microsoft powerpoint - cognos revamp survey results.pptx...
TRANSCRIPT
![Page 2: Finance Reporting User Group Forum...Microsoft PowerPoint - Cognos Revamp Survey Results.pptx [Read-Only] Author: mslemmon Created Date: 10/11/2010 3:03:16 PM](https://reader034.vdocument.in/reader034/viewer/2022051606/60170418fbb4133cdd64a3a3/html5/thumbnails/2.jpg)
Reporting Forum Agenda
• Finance Reporting Revamp Overviewp g p
• Survey Points
• Website Preview
• HSC Finance Folder• HSC Finance Folder
• Finance Report Examples
• Survey Results
![Page 3: Finance Reporting User Group Forum...Microsoft PowerPoint - Cognos Revamp Survey Results.pptx [Read-Only] Author: mslemmon Created Date: 10/11/2010 3:03:16 PM](https://reader034.vdocument.in/reader034/viewer/2022051606/60170418fbb4133cdd64a3a3/html5/thumbnails/3.jpg)
Finance Reporting Revamp
Over the next few months, the Finance Reporting T ill t f ld ll d HSCTeam will create a new folder called HSC Finance. The folder will eventually replace HSC B i Aff i Th l i tBusiness Affairs. The goal is to
• Organize the reportsg p
• Remove excess reports
• Address reporting concerns
• Provide report information / training• Provide report information / training
![Page 4: Finance Reporting User Group Forum...Microsoft PowerPoint - Cognos Revamp Survey Results.pptx [Read-Only] Author: mslemmon Created Date: 10/11/2010 3:03:16 PM](https://reader034.vdocument.in/reader034/viewer/2022051606/60170418fbb4133cdd64a3a3/html5/thumbnails/4.jpg)
Finance Reporting User Group Role
• Provide insight into daily and monthly g y yreporting needs
• Suggest improvements and enhancements
• Provide feedback
![Page 5: Finance Reporting User Group Forum...Microsoft PowerPoint - Cognos Revamp Survey Results.pptx [Read-Only] Author: mslemmon Created Date: 10/11/2010 3:03:16 PM](https://reader034.vdocument.in/reader034/viewer/2022051606/60170418fbb4133cdd64a3a3/html5/thumbnails/5.jpg)
How do we accomplish the role of the Finance Reporting User Group?Finance Reporting User Group?
Email [email protected] with thoughts p g@ gand suggestions – Don’t have to wait for a survey!
H d I l t ?• How do I locate…?
• Folder structure and naming suggestionsg gg
• Any FYI or insights into your needs
![Page 6: Finance Reporting User Group Forum...Microsoft PowerPoint - Cognos Revamp Survey Results.pptx [Read-Only] Author: mslemmon Created Date: 10/11/2010 3:03:16 PM](https://reader034.vdocument.in/reader034/viewer/2022051606/60170418fbb4133cdd64a3a3/html5/thumbnails/6.jpg)
General Survey Points
• Too many reports• Too many reports
• Duplicate reports
• Simplify Simplify SimplifySimplify Simplify Simplify
![Page 7: Finance Reporting User Group Forum...Microsoft PowerPoint - Cognos Revamp Survey Results.pptx [Read-Only] Author: mslemmon Created Date: 10/11/2010 3:03:16 PM](https://reader034.vdocument.in/reader034/viewer/2022051606/60170418fbb4133cdd64a3a3/html5/thumbnails/7.jpg)
Specific Survey Points
• Default fiscal year• Default fiscal year
• Add the fiscal period description
• Provide bread crumbs
![Page 8: Finance Reporting User Group Forum...Microsoft PowerPoint - Cognos Revamp Survey Results.pptx [Read-Only] Author: mslemmon Created Date: 10/11/2010 3:03:16 PM](https://reader034.vdocument.in/reader034/viewer/2022051606/60170418fbb4133cdd64a3a3/html5/thumbnails/8.jpg)
Training Survey Points
• Which report do I need?
• Preview a report
• Report explanations
Wh d I t t?• Who do I contact?
![Page 9: Finance Reporting User Group Forum...Microsoft PowerPoint - Cognos Revamp Survey Results.pptx [Read-Only] Author: mslemmon Created Date: 10/11/2010 3:03:16 PM](https://reader034.vdocument.in/reader034/viewer/2022051606/60170418fbb4133cdd64a3a3/html5/thumbnails/9.jpg)
Finance Reporting Website
The goal of the new Finance Reporting b i i id l i fwebsite is to provide a one-stop location for
report information / updates/ documentation.
![Page 10: Finance Reporting User Group Forum...Microsoft PowerPoint - Cognos Revamp Survey Results.pptx [Read-Only] Author: mslemmon Created Date: 10/11/2010 3:03:16 PM](https://reader034.vdocument.in/reader034/viewer/2022051606/60170418fbb4133cdd64a3a3/html5/thumbnails/10.jpg)
HSC Finance Report Examples
• Operating Transactions Grouped By Fund
• Open Encumbrances by Item and Sequence
• Budget Account Pool Summary
![Page 11: Finance Reporting User Group Forum...Microsoft PowerPoint - Cognos Revamp Survey Results.pptx [Read-Only] Author: mslemmon Created Date: 10/11/2010 3:03:16 PM](https://reader034.vdocument.in/reader034/viewer/2022051606/60170418fbb4133cdd64a3a3/html5/thumbnails/11.jpg)
How often do you visit Cognos Connection for financial information?Connection for financial information?
![Page 12: Finance Reporting User Group Forum...Microsoft PowerPoint - Cognos Revamp Survey Results.pptx [Read-Only] Author: mslemmon Created Date: 10/11/2010 3:03:16 PM](https://reader034.vdocument.in/reader034/viewer/2022051606/60170418fbb4133cdd64a3a3/html5/thumbnails/12.jpg)
Rate your overall experience within the HSC Business Affairs folderHSC Business Affairs folder
![Page 13: Finance Reporting User Group Forum...Microsoft PowerPoint - Cognos Revamp Survey Results.pptx [Read-Only] Author: mslemmon Created Date: 10/11/2010 3:03:16 PM](https://reader034.vdocument.in/reader034/viewer/2022051606/60170418fbb4133cdd64a3a3/html5/thumbnails/13.jpg)
How do you access financial reports?
![Page 14: Finance Reporting User Group Forum...Microsoft PowerPoint - Cognos Revamp Survey Results.pptx [Read-Only] Author: mslemmon Created Date: 10/11/2010 3:03:16 PM](https://reader034.vdocument.in/reader034/viewer/2022051606/60170418fbb4133cdd64a3a3/html5/thumbnails/14.jpg)
Rate the organizational structure within HSC Business Affairs folder?HSC Business Affairs folder?
![Page 15: Finance Reporting User Group Forum...Microsoft PowerPoint - Cognos Revamp Survey Results.pptx [Read-Only] Author: mslemmon Created Date: 10/11/2010 3:03:16 PM](https://reader034.vdocument.in/reader034/viewer/2022051606/60170418fbb4133cdd64a3a3/html5/thumbnails/15.jpg)
How often do you review the below reports with their rating?reports with their rating?
Operating Transactions – Weekly - Good
Statement of Changes (Fund Balance) – Monthly - Good
Department Budget Summary – Monthly - GoodDepartment Budget Summary Monthly Good
Budget Account Pool Summary – Monthly - Good
E b R t M thl G dEncumbrance Reports – Monthly - Good
Trial Balance (Balance Sheet) – Monthly - Good
Income Statement – Monthly - Good
Invoice / Check Information – Not necessary - Good
![Page 16: Finance Reporting User Group Forum...Microsoft PowerPoint - Cognos Revamp Survey Results.pptx [Read-Only] Author: mslemmon Created Date: 10/11/2010 3:03:16 PM](https://reader034.vdocument.in/reader034/viewer/2022051606/60170418fbb4133cdd64a3a3/html5/thumbnails/16.jpg)
Rate the top 3 parameters for the majority of your financial reports.majority of your financial reports.
Most often used: FUND
Second most often used: ORGANIZATION
Third most often used : DEPARTMENT
Do you need a parameter for organization if you have the department parameter?
![Page 17: Finance Reporting User Group Forum...Microsoft PowerPoint - Cognos Revamp Survey Results.pptx [Read-Only] Author: mslemmon Created Date: 10/11/2010 3:03:16 PM](https://reader034.vdocument.in/reader034/viewer/2022051606/60170418fbb4133cdd64a3a3/html5/thumbnails/17.jpg)
What is your preferred default format when running a report?when running a report?
![Page 18: Finance Reporting User Group Forum...Microsoft PowerPoint - Cognos Revamp Survey Results.pptx [Read-Only] Author: mslemmon Created Date: 10/11/2010 3:03:16 PM](https://reader034.vdocument.in/reader034/viewer/2022051606/60170418fbb4133cdd64a3a3/html5/thumbnails/18.jpg)
How often do you convert a report into Excel?Excel?
![Page 19: Finance Reporting User Group Forum...Microsoft PowerPoint - Cognos Revamp Survey Results.pptx [Read-Only] Author: mslemmon Created Date: 10/11/2010 3:03:16 PM](https://reader034.vdocument.in/reader034/viewer/2022051606/60170418fbb4133cdd64a3a3/html5/thumbnails/19.jpg)
Do you use the reports in the Basics folder?folder?
![Page 20: Finance Reporting User Group Forum...Microsoft PowerPoint - Cognos Revamp Survey Results.pptx [Read-Only] Author: mslemmon Created Date: 10/11/2010 3:03:16 PM](https://reader034.vdocument.in/reader034/viewer/2022051606/60170418fbb4133cdd64a3a3/html5/thumbnails/20.jpg)
Do you use the reports in the Chart of Accounts folder?Chart of Accounts folder?
![Page 21: Finance Reporting User Group Forum...Microsoft PowerPoint - Cognos Revamp Survey Results.pptx [Read-Only] Author: mslemmon Created Date: 10/11/2010 3:03:16 PM](https://reader034.vdocument.in/reader034/viewer/2022051606/60170418fbb4133cdd64a3a3/html5/thumbnails/21.jpg)
Please mark any of the below training options you would like offered.options you would like offered.
![Page 22: Finance Reporting User Group Forum...Microsoft PowerPoint - Cognos Revamp Survey Results.pptx [Read-Only] Author: mslemmon Created Date: 10/11/2010 3:03:16 PM](https://reader034.vdocument.in/reader034/viewer/2022051606/60170418fbb4133cdd64a3a3/html5/thumbnails/22.jpg)
How would you like to be notified of upcoming finance reporting changes?upcoming finance reporting changes?
![Page 23: Finance Reporting User Group Forum...Microsoft PowerPoint - Cognos Revamp Survey Results.pptx [Read-Only] Author: mslemmon Created Date: 10/11/2010 3:03:16 PM](https://reader034.vdocument.in/reader034/viewer/2022051606/60170418fbb4133cdd64a3a3/html5/thumbnails/23.jpg)
Thank you for attending the Finance Reporting User GroupFinance Reporting User Group
Forum
Please contact financereporting@ttuhsc [email protected]
with any comments or suggestions
![Page 24: Finance Reporting User Group Forum...Microsoft PowerPoint - Cognos Revamp Survey Results.pptx [Read-Only] Author: mslemmon Created Date: 10/11/2010 3:03:16 PM](https://reader034.vdocument.in/reader034/viewer/2022051606/60170418fbb4133cdd64a3a3/html5/thumbnails/24.jpg)
![Page 25: Finance Reporting User Group Forum...Microsoft PowerPoint - Cognos Revamp Survey Results.pptx [Read-Only] Author: mslemmon Created Date: 10/11/2010 3:03:16 PM](https://reader034.vdocument.in/reader034/viewer/2022051606/60170418fbb4133cdd64a3a3/html5/thumbnails/25.jpg)