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2. Know what is available 3. Know your data 4. Communicate requirements 5. External Training 1. Choose the right access Discoverer 6. Internal training.

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Presentation on theme: "2. Know what is available 3. Know your data 4. Communicate requirements 5. External Training 1. Choose the right access Discoverer 6. Internal training."— Presentation transcript:

1 2. Know what is available 3. Know your data 4. Communicate requirements 5. External Training 1. Choose the right access Discoverer 6. Internal training 8. Help us help you 7. Where to find help 10. Use the tool 9. Manage your users Oracle Discoverer 10g Plus/Viewer Last Updated: May 10, 2015 Tips for getting the most from the Discoverer Reporting Tool.

2 2. Know what is available 3. Know your data 4. Communicate requirements 5. External Training 1. Choose the right access Discoverer 6. Internal training 8. Help us help you 7. Where to find help 10. Use the tool 9. Manage your users 1. Choose the right access End User: Ability to create new worksheets and/or edit existing worksheets. Ability to share workbooks with other users. Ability to save workbooks to the database. Recommended only for highly trained, highly skilled users. Access is more difficult to support. Viewer: Ability to view existing worksheets only. Ability to access only the workbooks that are shared with them. Cannot save workbooks to the database. Recommended for most users. Access is easier to support.

3 2. Know what is available 3. Know your data 4. Communicate requirements 5. External Training 1. Choose the right access Discoverer 6. Internal training 8. Help us help you 7. Where to find help 10. Use the tool 9. Manage your users 2. Know what is available ARC Custom Standard Suite of Reports Accounting Flexfield Values Active Suppliers and Customers Aged Receivables Workbook CitiDirect Report EFT Activity Report Federal Status of Funds Invoice Status Workbook Prompt Pay Detail Trial Balance

4 2. Know what is available 3. Know your data 4. Communicate requirements 5. External Training 1. Choose the right access Discoverer 6. Internal training 8. Help us help you 7. Where to find help 10. Use the tool 9. Manage your users 3. Know your data Your Agency’s Accounting Structure: Fund BFY USSGL Cost Center Reporting Category Project BOC Director’s Office Cost Center 1 Program B Cost Center 12 Program A Cost Center 11

5 2. Know what is available 3. Know your data 4. Communicate requirements 5. External Training 1. Choose the right access Discoverer 6. Internal training 8. Help us help you 7. Where to find help 10. Use the tool 9. Manage your users 3. Communicate your agency’s requirements Requirements are necessary, not just desired. Educate us about your mission. Explain reporting requirements. Provide examples of external reporting requirements. Share examples of internal reports. Explain all uses of data. Communicate additional needs. Be open to ideas/suggestions.

6 2. Know what is available 3. Know your data 4. Communicate requirements 5. External Training 1. Choose the right access Discoverer 6. Internal training 8. Help us help you 7. Where to find help 10. Use the tool 9. Manage your users 4. External Training Take advantage of training opportunities. Request on-site training when needed. Use the on-line training guide and QRG located on your ARC customer web page. Ask your ARC accountant about WebX Training.

7 2. Know what is available 3. Know your data 4. Communicate requirements 5. External Training 1. Choose the right access Discoverer 6. Internal training 8. Help us help you 7. Where to find help 10. Use the tool 9. Manage your users 5. Internal Training Develop an internal training program to train new staff and support existing staff. Document procedures and QRGs related to your internal reports. Encourage staff to ask questions and work with their ARC accountant to develop reports to accommodate your organization’s unique requirements.

8 2. Know what is available 3. Know your data 4. Communicate requirements 5. External Training 1. Choose the right access Discoverer 6. Internal training 8. Help us help you 7. Where to find help 10. Use the tool 9. Manage your users 7. Know where to go for help ARC Support Line (304) –Option #3-Oracle/Discoverer ARC Customer Page –https://arc.publicdebt.treas.gov/files/fshome.htm ARC Accountant ARC Supervisor

9 2. Know what is available 3. Know your data 4. Communicate requirements 5. External Training 1. Choose the right access Discoverer 6. Internal training 8. Help us help you 7. Where to find help 10. Use the tool 9. Manage your users 8. Help us help you Be specific. Provide screen shots of error messages. What access do you have? What workbook and/or worksheet are you having problems with? Was the workbook and/or worksheet created by you or another end-user at your organization?

10 2. Know what is available 3. Know your data 4. Communicate requirements 5. External Training 1. Choose the right access Discoverer 6. Internal training 8. Help us help you 7. Where to find help 10. Use the tool 9. Manage your users 9. Manage your agency’s users Keep record of all Discoverer access request forms. Send timely requests to end-date users no longer requiring access. Review set up of new users to make sure accesses are correct. Review list of users on a routine basis.

11 2. Know what is available 3. Know your data 4. Communicate requirements 5. External Training 1. Choose the right access Discoverer 6. Internal training 8. Help us help you 7. Where to find help 10. Use the tool 9. Manage your users 10. Use the tool It’s not useful if you don’t use it!


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