Business Objects Basics A Good Report Business Objects Basics

Agenda Introduction to Business Objects Attributes of a Good Report Most Used Reports by Departmental Business Staff Q&A

Introduction Question What are you hoping to learn from this session today? Would anyone be willing to share what they hope they learn from this session today?

Business Objects What Is Business Objects? TAMUS managed application Connected to the System Data Warehouse Enables employees the ability to create and distribute dynamic financial and HR/Payroll reports without knowing SQL Business Objects is an application that can be used to create and distribute dynamic financial and hr/payroll reports.

Enterprise Data Warehouse Enterprise Data Warehouse Resources https://it.tamus.edu/edw/ Statement of Responsibility Authorized Security Requestor(s) Report Inventory FAQS and Training Universes Security Business Objects is an application that can be used to create and distribute dynamic financial and hr/payroll reports.

Question What are some attributes of a “Good” Report? Now that we know a little bit about Business objects and where to go to get access and additional information about the data warehouse, I have a question. What are some attributes of a “Good” report?

Attributes of a “Good” Report Timely Relevant Accurate Meaningful Timely – a report that is created in a dynamic way that can be emailed based on a predetermined schedule; you get the right data when you need it Relevant – the data in the report is applicable for the task at hand; for reconciliation, for account balance; current salary budget on an account; etc. Accurate – the queries used to build the report were built so that the data is accurate and reflects the current truth of the source data i.e. FAMIS, Workday Meaningful - telling, important and consequential information

Question What data are you not able to get that would really make your job easier? Are there reports you are currently receiving that miss the mark of a “Good” report?

Commonly Used Reports Monthly Financial Report by Department Balance Summary by GL/SL Expense Summary by SL-SA Revenue Detail Expense Detail UFO Detail DBR Detail Encumbrance Detail Budgeted Positions Wage Positions Automatically emailed to units after each month close

Commonly Used Reports Active Payroll Report Employees by Adloc (No Costing) Salaries by Costing Account – Faculty & Staff Salaries by Costing Account – GA Salaries by Costing Account – Student & Temp Workers Salaries by Costing Account Report (Sorted by Source Account) All Costing by Employee Costing Allocation Issues (Potential) Adloc Department and Costing Department Mismatch Employees Terminating Employees Potentially Eligible for Hiring Salary Adjustment Currently distributed to all TAMU and HSC Colleges

Other Commonly Used Reports PVD Budget to Actual Trend Financial Snapshot Salary Analysis Report Others from the Audience

Q&A

Kelli Holt Kr.holt@tamu.edu 458-9823