BDM W e l c o m e EVERYONE Budget DataMart/Brio User Group Meeting 12/8/06

BDM Budget DataMart V6 Meeting Agenda BDM/Brio Users Group Meeting 12/8/06 Hosted by the School of Pharmacy Summary Review of Last Meeting – 6/23/06 NEW BDM Monthly Expenses & Revenue Report Updated Added another new report Report changes/updates Fund Balance GL/SL mapping Presentation New Budget Analysts support assignments Helpful References (handouts) Items for Discussion FAIT training - feedback Budget Hearing season You want to know how to do what? Open forum

Todays Presentation Taking a look at Presentation Updated BDM reports Fund Balance GL/SL mapping Monthly report added a second report New Budget Analysts support assignments (link to BDM homepage) Helpful References (handouts) (link to BDM homepage)

For All BDM/Brio Quickview and Insight users AM Ryan BrioReportTypes – Annemarie Ryan from Central Stores created a document to assist her in learning about the standard set of BDM reports. It is in outline format and very thorough. ABennett BDM Report Review Table - This table is part of the documentation used in the BDM/Brio Insight Review workshop. You will find a brief narrative describing each of the BDM reports. This is a one page handout. Using Local Limits in a limit box – This reference will guide you on how to use a text (.txt) file as values in the limit box. This is a step-by-step guide starting with creating the text file to selecting the limits in the limit box. The example show is a list of account numbers. Opening a Brio report you have saved – This reference will guide you on how to open a brio report that you have save to you computer, illustrating two ways it can be done; from Internet Explore and a file list. This is a step-by-step guide. Monthly BDM/Brio reports and FRS monthly reports – This table gives you a side by side comparison the reports that can be used. The advantage of using the BDM/Brio reports is that you do not have to wait for the information, you can print the document if needed and all are part of the standard set of BDM reports. BDM Budget DataMart – Users Group Meeting 12/08/06 Quick References and Helpful Hints

For BDM/Brio Insight users BDM Budget DataMart – Users Group Meeting 12/08/06 Quick References and Helpful Hints Offset Account Computed Item – This reference will guide you on how to create a computed item which will give you the offset account information for a transaction. It is a step-by-step guide. Report Section – Controlling the Font size for column Totals – This document will guide you in how to change the size of the font for column totals. This is a one page document. Row Number Computed Item - You may want to include row numbers in a Pivot or a Report section table. The Results and Table sections are the only sections where you can toggle on/off row numbers. You will need to create a computed item to do this. In fact, you will need to create two computed items. It is a step-by-step guide. BDM/Brio Insight Quick Reference Card – This reference card has been modified for UConn staff that are BDM/Brio Insight users.

Items for Discussion FAIT training - feedback Budget Hearing season You want to know how to do what? Open forum Lets Talk (Aka: Items for Discussion)

Have a Wonderful Holiday season. Thank you for attending todays BDM/Brio Users Group meeting.