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Page 1: Metric Studio Training - Admin Portal Index > Homeadmin.utep.edu/Portals/1461/Presentations/Reports... ·  · 2010-03-23. ... Select Month on Frequency 4. Select Poor on Filter 5

Metric Studio TrainingMetric Studio Training

Page 2: Metric Studio Training - Admin Portal Index > Homeadmin.utep.edu/Portals/1461/Presentations/Reports... ·  · 2010-03-23. ... Select Month on Frequency 4. Select Poor on Filter 5

Log InLog InLog InLog In

[email protected]

UTEP PasswordUTEP Password

https://cognos.utep.edu/cognos8

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COGNOS Connection

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Selecting your Reportg y p

S l Fi l M i P k• Select Fiscal Metric Package

• Click on the folder Scorecards Metrics Reports

• Select the folder that pertains to your department

• Select Metric Summary Report (Name of your department)

Page 5: Metric Studio Training - Admin Portal Index > Homeadmin.utep.edu/Portals/1461/Presentations/Reports... ·  · 2010-03-23. ... Select Month on Frequency 4. Select Poor on Filter 5

Metric Summary Report – Last Value Entered

This section provides the

To see a more detailed report about a specific metric

information about all the metrics pertaining to a Scorecard with the last

updated numbers separated by updated numbers separated by the four Perspectives of the

Balanced Scorecard

Links to Graphs

Page 6: Metric Studio Training - Admin Portal Index > Homeadmin.utep.edu/Portals/1461/Presentations/Reports... ·  · 2010-03-23. ... Select Month on Frequency 4. Select Poor on Filter 5

Metric Pending DatagClick on the Page Down button at the bottom of the Click on the Page Down button at the bottom of the g

Metric Summary Report to view this list.g

Metric Summary Report to view this list.

This view provides a list of the This view provides a list of the pmetrics that have been created on your Scorecard and pending

data

pmetrics that have been created on your Scorecard and pending

datadata.data.

Page 7: Metric Studio Training - Admin Portal Index > Homeadmin.utep.edu/Portals/1461/Presentations/Reports... ·  · 2010-03-23. ... Select Month on Frequency 4. Select Poor on Filter 5

Metrics with Actual but no Targetg

This list shows metrics that have Actual and a Target has not been established.

Page 8: Metric Studio Training - Admin Portal Index > Homeadmin.utep.edu/Portals/1461/Presentations/Reports... ·  · 2010-03-23. ... Select Month on Frequency 4. Select Poor on Filter 5

Features

The report can be included as an attachment or a link to the report

Save report

Save the report on My Folders or any other folder available on COGNOS for future use

Page 9: Metric Studio Training - Admin Portal Index > Homeadmin.utep.edu/Portals/1461/Presentations/Reports... ·  · 2010-03-23. ... Select Month on Frequency 4. Select Poor on Filter 5

Features

Run Report (Go to Metric Report Menu)

View Report in HTML (Default view)View Report in HTML (Default view)

View Report in PDF Format

View Report in EXCEL Format View Report in EXCEL Format

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Detail Reportp

Page 11: Metric Studio Training - Admin Portal Index > Homeadmin.utep.edu/Portals/1461/Presentations/Reports... ·  · 2010-03-23. ... Select Month on Frequency 4. Select Poor on Filter 5

Metric Report Menup

This box provides information to correctly use the Features included in the Main Menu

Metric: Contains all the metrics pertaining to your department

Fiscal Year: List of Fiscal Years available Frequency: Year, Quarter, and Month

Filter: Allows viewing metrics by their Status: Excellent, Average, Poor, Getting Better,

Getting Worse and No Change.

Page 12: Metric Studio Training - Admin Portal Index > Homeadmin.utep.edu/Portals/1461/Presentations/Reports... ·  · 2010-03-23. ... Select Month on Frequency 4. Select Poor on Filter 5

Yearly Metricsy

1. Select a Metric with Yearly frequency. Example: Customer Satisfaction Survey2. Select the Fiscal Year 2008-20093. Select Year on Frequency4. Click Finish

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Yearly Metricsy

Page 14: Metric Studio Training - Admin Portal Index > Homeadmin.utep.edu/Portals/1461/Presentations/Reports... ·  · 2010-03-23. ... Select Month on Frequency 4. Select Poor on Filter 5

Quarterly MetricsQ y

1. Select a Metric with Monthly or Quarterly frequency 2. Select the Fiscal Year 2008-20093. Select Quarter on Frequency4. Click Finish

Page 15: Metric Studio Training - Admin Portal Index > Homeadmin.utep.edu/Portals/1461/Presentations/Reports... ·  · 2010-03-23. ... Select Month on Frequency 4. Select Poor on Filter 5

Quarterly MetricsQ y

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Monthly Metricsy

1. Select a Metric with Monthly frequency 2. Select the Fiscal Year 2008-20093. Select Month on Frequency4. Click Finish

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Monthly Metricsy

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Filter

1. Select a Metric with Monthly frequency2. Select the Fiscal Year 2008-20093. Select Month on Frequency4. Select Poor on Filter5. Click Finish

Page 19: Metric Studio Training - Admin Portal Index > Homeadmin.utep.edu/Portals/1461/Presentations/Reports... ·  · 2010-03-23. ... Select Month on Frequency 4. Select Poor on Filter 5

Filter

Page 20: Metric Studio Training - Admin Portal Index > Homeadmin.utep.edu/Portals/1461/Presentations/Reports... ·  · 2010-03-23. ... Select Month on Frequency 4. Select Poor on Filter 5

Other FeaturesAllows you to go back to the Metrics Report Menu Allows you to go back to the Metrics Report Menu

From the Metrics Report Menu to go back to the Metric Summary Report (Last Value Entered)(Last Value Entered)

Return to the Metric Summary Report (Last Value Entered)