ConnectND NDUS Financials Update ______________________________________________________________________

2 Agenda Reporting Reporting Training Training Questions Questions

3 Reporting in PeopleSoft Inquiry Pages Inquiry Pages Queries Queries Delivered Delivered Custom Custom Reports Reports Crystal Crystal SQR SQR nVision nVision

4 Budget Inquiry

5 Budget Details

6 Drilldown to Transactions

7 Drilldown to More Detail

8 Download to Excel

9 Delivered Queries Many delivered queries provide the basis for Crystal Reports Many delivered queries provide the basis for Crystal Reports Crystal provides formatting Crystal provides formatting

10 Delivered Queries

11 Delivered Queries

12 Export to Excel

13 Custom Queries Custom queries can be either public or private Custom queries can be either public or private Public queries can be used by anyone Public queries can be used by anyone Private queries are for my own use Private queries are for my own use

14 Public Queries

15 Private Queries

16 Records

17 Fields

18 Preview

19 Crystal Reports Crystal is used to format data from queries Crystal is used to format data from queries Public queries can be used by anyone Public queries can be used by anyone Private queries are for my own use Private queries are for my own use

20 Crystal Example

21 SQR Reports SQR reports are similar to reports in our current system SQR reports are similar to reports in our current system Written by programmers Written by programmers More stuff More stuff “Just the facts ma’am” “Just the facts ma’am”

22 SQR Example

23 nVision Reports nVision is a tool that allows Excel to interact directly with the database nVision is a tool that allows Excel to interact directly with the database Takes advantage of the features of Excel Takes advantage of the features of Excel Data doesn’t have to be keyed Data doesn’t have to be keyed

24 Training

25 How will I be trained? Training will be appropriate to your needs Training will be appropriate to your needs “Accounts payable office” “Accounts payable office” Need training in voucher types, voucher entry, budget checking, payment processing, posting, etc. Need training in voucher types, voucher entry, budget checking, payment processing, posting, etc. Intensive 2-3 day in-person course Intensive 2-3 day in-person course Departmental users Departmental users May only need to know how to enter and budget check vouchers May only need to know how to enter and budget check vouchers 1-2 hour course (could be in person, WebEx, IVN, etc.) 1-2 hour course (could be in person, WebEx, IVN, etc.)

26 When will I be trained? Most users will be “Just in time” Most users will be “Just in time” Near go-live (June and early July) Near go-live (June and early July) Some core users will begin “training” as they help us test the system over the next three months Some core users will begin “training” as they help us test the system over the next three months Rely on these people to help support others on their campuses Rely on these people to help support others on their campuses

27 Why can’t I be trained sooner? Training as close as possible to go live is more effective Training as close as possible to go live is more effective If we trained users today, much of what’s learned would need to be re-learned in July If we trained users today, much of what’s learned would need to be re-learned in July

28 What can I do now? Make sure you have basic skills Make sure you have basic skills Know how to navigate in a web browser Know how to navigate in a web browser Know how to work with data in Excel Know how to work with data in Excel Sort, subtotal, etc. Sort, subtotal, etc. Take free PeopleSoft navigation courses Take free PeopleSoft navigation courses

29 What happens when I get back to my office? You will have: You will have: Training manuals Training manuals Reference guides Reference guides Process flows Process flows Help Desk Help Desk

30 Questions Anyone?