10/26&27/2009 Presented by Laura Putz & Terry Shoebotham (Updated for reserves 11/8/11)

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Presentation transcript:

10/26&27/2009 Presented by Laura Putz & Terry Shoebotham (Updated for reserves 11/8/11)

 Refreshed nightly  Can be exported into Excel  65 current reports available in Banner Finance  Other reports available in other repositories  Fast Info #1602 gives Banner Form Naming Conventions that are also incorporated into ePrint report naming logic

 To find data, use the drill down function

x

 Refreshed nightly  Can be easily exported into Excel  33 reports currently available in Banner Finance Production & HSC folders  You select criteria for the report

 These Hyperion reports are useful to all departments  For each, we will go over: ◦ How the report can be used ◦ Tips on selection criteria when running the report ◦ Show you a sample page of the report

 Used when salary detail is needed ◦ During index reconciliations ◦ The budget process ◦ To verify labor redistributions have occurred  Can be run by employee  Can be run by index  Can be run by organization

 Relatively new report  Used to identify NSF status  Used to determine how to fix NSF status ◦ Fringes are frequently not included; add them as needed. ◦ 30% of salaries is a good “rule of thumb” amount

 Shows how an employee’s labor is currently being distributed (Active)  Shows how an employee’s labor used to be distributed (Historical)  Can be run by: ◦ Employee ◦ Index ◦ Fund ◦ Grant

Sample Page One Smith, Roger

Sample Page Two Smith, Roger

 Detail information by: ◦ Index ◦ Banner User ID ◦ Organization ◦ Document Number  For: ◦ Purchase Orders ◦ Pcards ◦ DPIs

 Many Hyperion Reporting Options  FOH0001= Detail  FOH0002 = Summary  Available in Production and HSC folders  Report in HSC folder is formatted differently and has additional segment options

 Inception to Date reporting ◦ FRH0001 & 2; Contract & Grant Ledger Summary  Provides a list of all the grants (that produce F & A) for a PI or department to be developed ◦ FRH0004 F & A Generated by PI