Together, we are One Emory Webinar Reporting Basics, Query Viewer & nVision Reports

Together, we are One Emory Reporting Basics Webinar  Webinar Objectives  Answer questions for Reporting  Reinforce the Distance Learning  Get Your Feed Back 2

Together, we are One Emory Agenda  Welcome  Key Points – Reporting  Reporting Basics  Query Viewer  nVision Reports  What’s Next  Stay Connected  Questions and Feedback 3

Together, we are One Emory Financial Reporting – Key Points  PeopleSoft Reports Provide Improved Capabilities  What Are the Most Important Reports  Where Do You Find Them in PeopleSoft 4

Together, we are One Emory Financial Report Capabilities 5 SummariesTargeted Details

Together, we are One Emory Financial Reports – Report Manager 6

Together, we are One Emory 7 Financial Reports – Report Manager

Together, we are One Emory 8 Financial Reports – Financial Summary

Together, we are One Emory 9 Financial Reports – Financial Summary

Together, we are One Emory 10 Financial Reports – Drill Down

Together, we are One Emory 11 Financial Reports – Drill Down

Together, we are One Emory 12 Financial Reports – Drill Down

Together, we are One Emory 13 Financial Reports – Drill Down

Together, we are One Emory 14 Financial Reports – Drill Down

Together, we are One Emory 15 Financial Reports – Drill Down

Together, we are One Emory 16 Financial Reports – Drill Down

Together, we are One Emory 17 Financial Reports – Running nVision Reports

Together, we are One Emory 18 Financial Reports – Running nVision Reports

Together, we are One Emory 19 Financial Reports – Running nVision Reports

Together, we are One Emory 20 Financial Reports – Running nVision Reports

Together, we are One Emory 21 Financial Reports – Running nVision Reports

Together, we are One Emory 22 Financial Reports – Running nVision Reports

Together, we are One Emory 23 Financial Reports – Running nVision Reports

Together, we are One Emory Key Points – nVisions Reports  nVision Reports  nVision Reports are considered the Financial Statements or Financial Reports  View nVision Reports from Report Manager (Don’t forget to add Report Manager to Favorites!)  Drill downs are used to present a greater level of detail  The will expand more levels of detail within the report  The Financial Summaries, with drill downs, are functional equivalents of AMO90/91  Report Scopes define report content and aggregation levels 24

Together, we are One Emory 25 Searching For Queries

Together, we are One Emory 26 Searching For Queries

Together, we are One Emory 27 Searching For Queries

Together, we are One Emory 28 Searching For Queries

Together, we are One Emory 29 Searching For Queries

Together, we are One Emory 30 Searching For Queries

Together, we are One Emory Key Points – Query Viewer  Query Viewer  Queries are generally unformatted and used to answer direct questions  Query name prefixes are helpful in searching for a particular query: o University – EU o Healthcare – HC o Joint University & Healthcare – EM  Queries may also be searched for within predefined Folders  Queries may also be added to a “Favorites” List defined by each user  Queries may be downloaded in Excel format 31

Together, we are One Emory Agenda  Welcome  Key Points – GL Basics  Reporting Basics  Query Viewer  nVision Reports  What’s Next  Stay Connected  Questions and Feedback 32

Together, we are One Emory “Talk to the Expert” Webinars and Open Houses 33 * The Grants Open Houses will present all related course material, and are positioned as an alternative to the distance learning course

Together, we are One Emory Agenda  Welcome  Key Points – GL Basics  Reporting Basics  Query Viewer  nVision Reports  What’s Next  Stay Connected  Questions and Feedback 34

Together, we are One Emory Provide Your Feedback  Project Compass wants to hear from you!  Provide your feedback via the Project Compass home page or the weekly Project Compass Bulletin  Distance Learning Course Feedback  Project Compass Readiness Assessment 35 Distance Learning Course Feedback Readiness Assessment

Together, we are One Emory Reminder – How to Stay Connected!  Questions for our Experts    Project Compass Change Management Team!   Project Compass Website   Key Communications  Project Compass Management Bulletins (weekly) 36

Together, we are One Emory Agenda  Welcome  Key Points – GL Basics  Reporting Basics  Query Viewer  nVision Reports  What’s Next  Stay Connected  Questions and Feedback 37

Together, we are One Emory 38 Questions and Feedback

Together, we are One Emory Thank you! 39

Together, we are One Emory 40 Appendix nVision Report Requests & Scopes Overview of Naming Conventions

Together, we are One Emory nVision Report Requests Naming University Report Requests Begin with “CRU” 41

Together, we are One Emory nVision Report Scopes Naming University Scopes Begin with “U” 42 UDP OU BU D S xxxx UUniversity Scope DPDepartement Tree Criteria OUOperating Unit Tree Criteria BUBusiness Unit Tree Criteria DDetail - 1 Report For Each Item Under Node SSummary - 1 Report, All Items Aggregated xxxx First 4 Characters of Node ID For Specific Tree

Together, we are One Emory 43 Appendix