Getting the Most Out of Your Queries and Reports USO/ITS: Kelly Saxon, Michael Casuccio

Agenda BOR Delivered Reports and Queries Query Training Online Department Manager Dashboard and WorkCenters Integrity Check Queries Institution Queries and reporting solutions Future options Open Discussion

BOR Delivered Reports and Queries Accounts Payable Inquiries, Queries, and Reports Accounts Receivable (AR) - Interfaces, Processes, and Reports Asset Management Queries and Reports Budget Prep Queries and Reports eProcurement and Purchasing Queries and Reports General Ledger and Commitment Control Queries 9.2 Travel and Expenses Queries and Reports

https://www.usg.edu/gafirst-fin/

Query Training Online

Future Query options Query Hyperlinks Connected query links Takes user to the document detail page. Connected query links Allows user to drill down on the query results to see more detail

QUERY LINKS In this Example: The BOR AP DUE query Results: Voucher ID hyperlinks take you to the Voucher Payments tab.

Department Manager Dashboard Functionality delivered in December 2017 that allows Department Managers to view financial data, including budgets, pre-encumbrances, encumbrances, expenses, and the detail behind these numbers in one place. Target Users: 1. Non-traditional financial users such as faculty and department managers 2. Users that do not have current access to PeopleSoft Financials 3. Current iStrategy users

Department Manager Dashboard

Department Manager Dashboard Navigation: BOR Menus > BOR General Ledger

Department Manager Dashboard Dashboard Benefits: Department Level Security Drilldown capability Export to Excel Option to save search criteria Mobile functionality

Dashboard Performance Near real-time data rather than previous day data - Performance enhancement needed - Changed from real-time to hourly refresh

Department Manager Dashboard

Department Manager Dashboard

Top Supplier Dashboard New functionality that will allow users to view their top supplier activity for a fiscal year. Dashboard is similar to the Department Manager Expense and Revenue Dashboards. Drilldown capability into supplier information and voucher data. Dashboard available in the GeorgiaFIRST Financials annual maintenance release scheduled in December.

Top Supplier Dashboard Navigation: BOR Menus > BOR Accounts Payable > Top Supplier

Top Supplier Dashboard

Top Supplier Dashboard

Top Supplier Dashboard

WorkCenters Provide a central area for users to access various pages and perform daily tasks without leaving the WorkCenter

WorkCenters Modules available: Accounts Payable Asset Management Buyer General Ledger

WorkCenters

BOR Delivered Reports and Queries Integrity Check Queries Purpose of Integrity Check Queries: Assists users in finding things that shouldn’t exist throughout the year. Run these monthly and don’t wait until year-end. It is easier to cleanup errors earlier rather than later in the year. Send in a ticket to ITS if assistance is needed. Summit Presentation: Integrity Checks and What Matters Ask Dave about AP reports

Identify a Reporting Solution Looked at options within database Department Manager Dashboard iStrategy Need to sunset or upgrade Vendor has to make needed changes Oracle has not announced their direction (Business Analytics) Until resources become available, we will look at solutions currently used UGA – Hyperion, etc.

Institution Queries and Reporting Solutions Institution Created Queries? Institution Created Reporting Solutions? How many of you have a reporting tool/solution that you have implemented?

Open Discussion / Q & A Try to uncover things, needs, modifications that we weren't aware of that we might be able to create a solution for