Embed Size (px)
Citation preview
Together, we are One Emory
WebinarReporting Basics, Query Viewer & nVision Reports
Together, we are One Emory
Reporting Basics Webinar Webinar Objectives
Answer questions for Reporting Reinforce the Distance Learning Get Your Feed Back
2
Together, we are One Emory
Agenda Welcome Key Points – Reporting
Reporting Basics Query Viewer nVision Reports
What’s Next Stay Connected Questions and Feedback
3
Together, we are One Emory
Financial Reporting – Key Points PeopleSoft Reports Provide Improved Capabilities What Are the Most Important Reports Where Do You Find Them in PeopleSoft
4
Together, we are One Emory
Financial Report Capabilities
5
Summaries Targeted Details
Together, we are One Emory
Financial Reports – Report Manager
6
Together, we are One Emory
7
Financial Reports – Report Manager
Together, we are One Emory
8
Financial Reports – Financial Summary
Together, we are One Emory
9
Financial Reports – Financial Summary
Together, we are One Emory
10
Financial Reports – Drill Down
Together, we are One Emory
11
Financial Reports – Drill Down
Together, we are One Emory
12
Financial Reports – Drill Down
Together, we are One Emory
13
Financial Reports – Drill Down
Together, we are One Emory
14
Financial Reports – Drill Down
Together, we are One Emory
15
Financial Reports – Drill Down
Together, we are One Emory
16
Financial Reports – Drill Down
Together, we are One Emory
17
Financial Reports – Running nVision Reports
Together, we are One Emory
18
Financial Reports – Running nVision Reports
Together, we are One Emory
19
Financial Reports – Running nVision Reports
Together, we are One Emory
20
Financial Reports – Running nVision Reports
Together, we are One Emory
21
Financial Reports – Running nVision Reports
Together, we are One Emory
22
Financial Reports – Running nVision Reports
Together, we are One Emory
23
Financial Reports – Running nVision Reports
Together, we are One Emory
Key Points – nVisions Reports nVision Reports
nVision Reports are considered the Financial Statements or Financial Reports View nVision Reports from Report Manager (Don’t forget to add Report Manager to Favorites!) Drill downs are used to present a greater level of detail The will expand more levels of detail within the report The Financial Summaries, with drill downs, are functional equivalents of AMO90/91 Report Scopes define report content and aggregation levels
24
Together, we are One Emory
25
Searching For Queries
Together, we are One Emory
26
Searching For Queries
Together, we are One Emory
27
Searching For Queries
Together, we are One Emory
28
Searching For Queries
Together, we are One Emory
29
Searching For Queries
Together, we are One Emory
30
Searching For Queries
Together, we are One Emory
Key Points – Query Viewer Query Viewer
Queries are generally unformatted and used to answer direct questions Query name prefixes are helpful in searching for a particular query:
o University – EUo Healthcare – HCo Joint University & Healthcare – EM
Queries may also be searched for within predefined Folders Queries may also be added to a “Favorites” List defined by each user Queries may be downloaded in Excel format
31
Together, we are One Emory
Agenda Welcome Key Points – GL Basics
Reporting Basics Query Viewer nVision Reports
What’s Next Stay Connected Questions and Feedback
32
Together, we are One Emory
“Talk to the Expert” Webinars and Open Houses
33
* The Grants Open Houses will present all related course material, and are positioned as an alternative to the distance learning course
Together, we are One Emory
Agenda Welcome Key Points – GL Basics
Reporting Basics Query Viewer nVision Reports
What’s Next Stay Connected Questions and Feedback
34
Together, we are One Emory
Provide Your Feedback Project Compass wants to hear from you! Provide your feedback via the Project Compass home page or the weekly
Project Compass Bulletin Distance Learning Course Feedback Project Compass Readiness Assessment
35
Distance Learning Course Feedback
Readiness Assessment
Together, we are One Emory
Reminder – How to Stay Connected! Questions for our Experts
[email protected] [email protected]
Project Compass Change Management Team! [email protected]
Project Compass Website http://www.compass.emory.edu
Key Communications Project Compass Management Bulletins (weekly)
36
Together, we are One Emory
Agenda Welcome Key Points – GL Basics
Reporting Basics Query Viewer nVision Reports
What’s Next Stay Connected Questions and Feedback
37
Together, we are One Emory
38
Questions and Feedback
Together, we are One Emory
Thank you!Thank you!
39
Together, we are One Emory
40
Appendix
nVision Report Requests & Scopes Overview of Naming Conventions
Together, we are One Emory
nVision Report Requests NamingUniversity Report Requests Begin with “CRU”
41
Together, we are One Emory
nVision Report Scopes NamingUniversity Scopes Begin with “U”
42
U DP
OU
BU
D
S
xxxx
U University Scope
DP Departement Tree CriteriaOU Operating Unit Tree CriteriaBU Business Unit Tree Criteria
DDetail - 1 Report For Each Item Under Node
SSummary - 1 Report, All Items Aggregated
xxxx First 4 Characters of Node IDFor Specific Tree
Together, we are One Emory
43
Appendix
