In 2015, our Chief Financial Officer (CFO) envisioned the campus being the “Best in Class” for financial management. To this end, a taskforce identified 5 standard reports that every department, school, division, and cabinet office, should use. The benefits of using standard reporting are:

• Simplifies reporting for financial information
• Ensures everyone is looking at the same numbers
• Increases the understanding of the report data
• Reduces time and confusion
• Facilitates conversations with Accounting
• Increases the credibility of financial report data

SESSION SUMMARY

As such, we are offering monthly training sessions on this topic. In the sessions, you will learn about the 5 standard reports for financial reporting and budget reconciliation. You will have an opportunity to explore the new functionality and capabilities of the Finance Data Warehouse Phase 2.

We will cover:

• Standard Reporting Purpose
• How to:
  • Set default settings for dashboards
  • Create the 5 standard financial reports
  • Run the 5 standard financial reports
  • Drill-down on report data
  • Customize reports
  • Get assistance

SESSION MATERIALS

•  Handout - 8.5 X 11 (pdf)
• Session Recording (video) Passcode: Kuy&Y9s.

USEFUL LINKS

• Standard Financial Reporting Bookmarks (.docx)
• Running your Standard Reports JA (pdf)
• Standard Financial Reporting - QRG (.pdf)
• Standard Financial Reporting - Session Outline
• Training Schedule