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 2GU FRE Cognos Training6/12/2016

Georgetown University How to access FRE  Install VPN  Configure internet for FRE extracts  Login to VPN  Login to FRE  Navigate to Reports 3GU FRE Cognos Training6/12/2016

Georgetown University 4GU FRE Cognos Training6/12/2016 Install and Login to VPN Install VPN Internet Configuration Follow internet configuration instructions to set up FRE for Excel extracts. Issues Contact the UIS Help Desk at or Login Login to VPN with NETID and Password.

Georgetown University 5GU FRE Cognos Training6/12/2016 Login to FRE Login to Cognos with NetID and Password i.Open Internet Explorer ii.Enter or use link available on Finaff home pagehttps://gureports.georgetown.edu Make sure the URL begins with https

Georgetown University 6GU FRE Cognos Training6/12/2016 Navigate to Reports 1 - Click on IBM Cognos content 2 - Click on Finance

Georgetown University 7GU FRE Cognos Training6/12/2016 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 8GU FRE Cognos Training6/12/2016

Georgetown University 9GU FRE Cognos Training6/12/2016 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 10GU FRE Cognos Training6/12/2016 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 11GU FRE Cognos Training6/12/2016 Report Layout Selected parametersRun time informationAdditional 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 12GU FRE Cognos Training6/12/2016 HomeTakes you back to main finance menu ReturnTakes you back to the folder menu RunBrings 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 13GU FRE Cognos Training6/12/2016 Drill Down / Drill Through Drill Down/ Drill Through - hyperlinks on a summary report that allow to expand into details.

Georgetown University Drill through 14GU FRE Cognos Training6/12/2016 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  GU FRE Cognos Training6/12/2016