IBM COGNOS CONNECTION FOR OHSU FINANCIAL REPORTING

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25 Νοε 2013 (πριν από 3 χρόνια και 8 μήνες)

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(11/10)

Go to
Forms & Policies

to find more detailed information.






IBM COGNOS CONNECTIO
N FOR OHSU
FINANCIAL REPORTING


IBM Cognos Connection


Pu
blic Folders



OHSU Financial Reports in Directories

The financial reports are similar to those from previous systems. The two biggest differences are
1)
the ability
for you
to
choose
report
s at varied levels of business
and
2)
user defined
report
para
meters
which enable
flexibility

in reporting
.


Common prompts for reports include:
Period
,
Period

Type
,
Report

Type
(Operating, Capital or both),
Account

Segment
(All or Selected),
Fund

Group
,
Executive
,
Department
,
Division
, and
Subdivision
. Other prompt

options hidden by
Account Segment being Select All include:
Fund
,
Org
,
Mission
,
Object
,
Program
,
Provider

and
Location
.

Public Folders > OHSU Financial Reporting > General Ledger Reports


Operating Statement Report

This report

provides a top to bottom r
eview of actual
-
to
-
budget variances;
income statement format is used
for report
structure
.


Public Folders > OHSU Financial Reporting > General Ledger Reports > Account Variance Reports


Fund Group Summary

Report
provides a view of Fund groups (i.e.
Re
stricted, Unrestricted
,
Foundation
)

by Executive,

Department, etc. for operating,

capital

or both.


Departments By Executive

This report displays information
by Executive

and

enables a user to view
drill
through reports
by Fund
/
Reporting Org or Subdivisio
n.


Divisions and Subdivisions by D
e
partment

T
his

report provides view of data by d
ivisions
and/or subdivisions.


Fund / Reporting Org Summary

This is a multi
-
functional report; allows view of

the business

by
Fund Owning

Org

and/or

Fund Reporting Org
.

*
**


Account Detail By Object Code

Using object code
as the
primary

driver
, t
h
is

report
displays data by
selected
F
O
MOPPL segments or by Fund
-
Reporting Org.


Journal Lines Detail

This report d
isplays individual journal entries according to selected prompt
s.

Public Folders > OHSU Financial Reporting > Payroll Reports


Payroll Report

Report d
isplays payroll information by person and by object code


Warning
: You have the ability to open many reports in multiple windows. If you have more than five (5) repo
rts open, you
may be adversely affecting query performance.

*** For general funds (i.e. fund 0151), payroll suspense (fund 0051) and grant funds (funds 5600
-
5699) the reporting org equals
the transactional org. For all other funds, the reporting org is th
e same as the owning org
.





(11/10)

Go to
Forms & Policies

to find more detailed information.






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nos Connection.



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Additional Actions Found by Clicking More…


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m-
ize output options


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-
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Details on Report Prompting

Account
Segment

By choosing
Select Segment
from this
prompt clicking
Refresh Prompts
, you see
additional prompts options to further focus
your report request.

Refresh
Prompts

By clicking the
R
efresh Prompts

button, you will re
-
display the prompt page with any changes, i
n
cluding
cascaded prompt options.

Hide
Prompts

Select
Yes

on Hide Prompts will allow you to
display the desired report without prompts
showing. Selecting
No

displays all prompts
.

Cascade
Prompts

Cascaded prompts allow users to focus prompts based
on another prompt (for example, selecting an exec
u-
tive level and reduces the number of options for d
e-
partment, level, division).

Drill to
Reports

When a report has a
blue, underlined li
nk
,
clicking on the link will take you to other r
e-
ports that
are

focused on selected data.

Query
Data

Select
No

to this prompt if you wish to build your r
e-
port options without retrieving data. Select
Yes

to r
e-
trieve the data according to the prompts.



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)


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, E
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cel
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, Excel 2007
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