GU FRE Cognos Training - Financial Affairs - Georgetown University

lavishgradeΛογισμικό & κατασκευή λογ/κού

25 Νοε 2013 (πριν από 3 χρόνια και 10 μήνες)

122 εμφανίσεις

Georgetown University

Financial Reporting Environment (FRE)

Getting Started

Georgetown University

Purpose of FRE


Comprehensive financial reporting environment


Financial Access+ reports


Many PeopleSoft financials reports


Finaff reporting services reports (Wayne Mircoff’s)


Enhanced reporting options


Environment where development of reports does
not require significant UIS support

2

GU FRE Cognos Training

11/25/2013

Georgetown University

How to access FRE


Install VPN


Configure internet for FRE extracts


Login to VPN


Login to FRE


Navigate to Reports

3

GU FRE Cognos Training

11/25/2013

Georgetown University

4

GU FRE Cognos Training

11/25/2013

Install and Login to VPN

Install VPN

https://guvpn.georgetown.edu

Internet Configuration

Follow internet configuration instructions to set up FRE for
Excel extracts.
http://financialaffairs.georgetown.edu/FMS/FREprocedures.html

Issues

Contact the UIS Help Desk at 202
-
687
-
4949 or
help@georgetown.edu


Login

Login to
VPN
with NETID and Password.

Georgetown University

5

GU FRE Cognos Training

11/25/2013

Login to FRE

Login to
Cognos

with NetID and Password

i.
Open Internet Explorer

ii.
Enter
https://gureports.georgetown.edu

or use link
available on Finaff home page

https://gureports.georgetown.edu

Make sure the URL
begins with http
s

Georgetown University

6

GU FRE Cognos Training

11/25/2013

Navigate to Reports

1
-

Click on IBM Cognos content

2
-

Click on Finance

Georgetown University

7

GU FRE Cognos Training

11/25/2013

Navigate to Reports

Report Folders

Report Glossary


Shows all reports


Parameters that you can use to
run/filter the report


Folder where the report is located


Columns (data) that are displayed in
each report


Definition of each column

Georgetown University

Select a Report

8

GU FRE Cognos Training

11/25/2013

Georgetown University

9

GU FRE Cognos Training

11/25/2013

Parameters/Prompts

There are two types of prompts “Required” and “Optional”


All “Required” prompts must be chosen to run reports.


All “Required” prompts have an orange star indicating “Required.”

Select desired fiscal year, accounting period, status, and
cost center

When all required prompts have been selected
click the ‘Run Report’ button

Georgetown University

10

GU FRE Cognos Training

11/25/2013

Cost Center Search Options

The search option gives context to the search criteria
(Example


Selecting Project PI will bring back only Project
PI information any other information will be an error)

Search Criteria is the actual search term entered to
search for a cost center. (Examples


RX
-

returns all cost centers that start with RX, GX
Biology


returns all GX cost centers that have a
description called ‘Biology’)

This area shows all the cost center(s) based on your
search options and search criteria. The search results
are limited to 100 records for optimized functioning.

Use the Ctrl key to select multiple cost centers.

Cost Center(s)
from search results
will need to be
inserted into this
area to run report

Default Search Method


looks for the first few letters to search for a cost
center as shown in above example 1.

Setting the search method to “
Contains all these keywords
” will help in
searching for cost centers as shown in the GX Biology example above.

Georgetown University

11

GU FRE Cognos Training

11/25/2013

Report Layout

Selected parameters

Run time information

Additional pages

Return to Prompt Page
with prompts preserved

Return to report folder

Render report in PDF or Excel

Use Excel Format to preserve format

Use CSV Format for data only

Drill Through

Georgetown University

Commonly Used Toolbar icons

12

GU FRE Cognos Training

11/25/2013

Home

Takes you back to main finance menu

Return

Takes

you back to the folder menu

Run

Brings

up the prompt page to re
-
run the report

View in
HTML

Format

Select

an alternate view


HTML, PDF, XML,
Excel


including CSV format

Georgetown University

13

GU FRE Cognos Training

11/25/2013

Drill Down / Drill Through

Drill Down/ Drill Through
-

hyperlinks on a summary report that allow to expand into details.

CSR
Summary
/
Detail
CSR Project
CSR
Program
Project
Payroll
Journal
Activity
Non
-
Payroll
Journal
Activity
Payroll
Encumb
-
rances
Open
Purchase
Orders
Payroll
Masterlist
Current Month Actuals
Payroll Expenses
Current Month Actuals
Revenue and
Non
-
Payroll Expenses
Commitments
Payroll Expenses
Commitments
Non
-
Payroll Expenses
Employee ID
Cost Center
Financial
Summary
No Page Breaks
All Cost Centers
All Activity
Award ID
Starts with PP
Drill Down
Campus
School
Division
Department
Program
Cost Center
Current
Payroll Data
Public Folders

>
Finance
PC
,
PE
,
PJ
,
RX
Current
Period and
Fiscal Year
Current
Period and
Fiscal Year
Does not
include fringe
detail
Georgetown University

Drill through

14

GU FRE Cognos Training

11/25/2013

Click on amount
highlighted in “blue” to
drill through to detail.
When detail review is
complete click ‘x’ in top
right corner of detail
report to close it.

Georgetown University

User Guides


Visit the FRE Procedures web page for additional information and
individual report user guides


http://financialaffairs.georgetown.edu/FMS/FREprocedures.html

15

GU FRE Cognos Training

11/25/2013