Pre-Game - Session Etiquette Please turn off all cell phones. Please keep side conversations to a minimum. If you must leave during the presentation, please do so as quietly as possible. 1

Finance Reporting at Your Fingertips Constance Mallette Winston-Salem State University Process Improvement Reporting and Analysis

Pre-Game - Introduction Purpose –Presentation of various reports developed by WSSU utilizing Information Builders WebFOCUS reporting tool. –Review some of the techniques used to promote efficiency using various reporting delivery methods and meet the informational needs of the various stakeholders. Advantages –Desktop delivery – Right to your , Portal or Webpage –Provides effective communication to groups/stakeholders –Promotes data transparency, integrity and accountability –Data driven decision making opportunities

Pre-Game - Agenda 1 st Quarter - Tools / Resources 2 nd Quarter - Types of Reports 3 rd Quarter - Delivery Modes 4 th Quarter – How To

1 st Quarter – TOOLS / RESOURCES Business Intelligence Reporting Tools Information Builders WebFOCUS KNOW THE DATA – KNOW THE TOOL - VALIDATE Consult with appropriate stakeholders to understand needs Be Proactive / Be a GREAT Data Steward Catalog Reports to avoid redundancy 5

2 nd Quarter – Types of Reports/ Information Letter Generation Financial Data Third Party Export Specific Board Groups Student Information Alumni Contributors 6

2nd Quarter – Types of Reports/Information 7 Budget Payroll Vendor Student Billing Position Control Purchase Order General Ledger Contract & Grants Fund & Account Status Letter HTML Charts Report Spreadsheet

3 rd Quarter – Delivery Methods 8 IF YOU BUILD IT THEY WILL COME (Only if they know how to get there!) IF YOU BUILD IT THEY WILL COME (Only if they know how to get there!) -KNOW YOUR CLIENT -REMAIN OPEN -FLEXIBLE

9 3 rd Quarter – Delivery Method Location FIREWALL – INSIDE / OUTSIDE Population Group Type of Data Sensitive/Confidential Security

Delivery Method – Interactive Dashboard 10 » RAMS Reporting DashboardRAMS Reporting Dashboard » Executive DashboardExecutive Dashboard Prominent Location on Web

Interactive Dashboards – Rams Dashboard 11 USER GUIDE

Interactive Dashboards - Executive 12 Linked directly to the Strategic Goals 2010 – 2015 University Strategic Plan

Interactive Dashboards – Executive - Drilldown 13 SPREADSHEET PIE CHARTS REPORTS

Delivery Method – 14

Delivery Method – Current Date: 02/12/2013 Current Time: Report Path: Finance\Standard Reports\Management Reports\Distribution Reports\Budget (FGIBAVL) Distribution Report reflects prior day Banner data Winston-Salem State University Banner Finance Month: February Fiscal Year: 2013 Detail By Fund\Account Fund Fund TitleAcct Account Title Budgeted Authorized Actual Current Month Actual Year-To-Date Encumbrances/ Reserves Available Balance % Of BudgetComment Financial Manager: Constance G Mallette Expenditures Financial Systems SPA Employee Salaries Pool(L4)223, , , % Financial Systems912700SPA Longevity Pay(L4).00 2, , % No Authorized Budget Financial Systems918100Social Security(L4)25, , , % Financial Systems918200State Retirement(L4)48, , , % Financial Systems918300Medical Insurance(L4)19, , , % Financial Systems Supplies and Materials Pool(L4)3, , % Financial Systems930000Current Services Pool(L4)6, , % Financial Systems931000Travel Pool(L4)1, % Financial Systems932000Communications Pool(L4)7, , , % Financial Systems934000Printing Binding Pool(L4)2, , % Financial Systems950000Capital Outlay Pool(L4) % Total , , , % Total Expenditures448, , , % 15 - sent to Financial Manager -FGIBAVL -Distributed once per week

16 Delivery Method –

Delivery Method - PORTAL 17 Drag-N-Drop Allow for Sort Selection Optional Filter Selection Optional Desired Output Type Assign Report Heading Description

4 TH QUARTER – HOW TO Set-up (WebFOCUS Dynamic Distribution) 18 Create Report in Developer Studio

19 4 TH QUARTER – HOW TO Create an HTML for message. This will be displayed in body of Create Distribution Procedure on the server i. e. PCHOLD file.

Set-up an Executive Dashboard/Portal –Begin with the End on Mind –WHO, WHAT, WHEN, WHERE, HOW –Establish the basis for your data (Strategic Plan/Enrollment Data) –Create a team of Experts from each Functional area What is the most important information in your area? Allow the Unit to “Tell their Story” –Develop reports –Identify Placement Location/Delivery Method –Inform Stakeholders that reports exist 20 4 TH QUARTER – HOW TO

POST GAME - QUESTION & ANSWERS

Thank You! Constance Mallette – Director Process Improvement Reporting & Analysis WSSU CIAA FOOTBALL Champion 2 YEARS IN A ROW