CONTROLLER’S OFFICE UPDATES: WHAT’S NEW IN FLASHLINE FINANCE REPORTS AND YEAR END REMINDER Presented by Melissa Cope, Financial Accounting BAS Forum: 2/13/13

Multiple Index Budget Summary Report  Report Purpose: To provide the same information available in the Budget Summary report, but for multiple indexes. *Allows for multiple budget summary reports to be generated by entering prompt information once.  Report Source: The report is written in Cognos which is pulling data from Internet Native Banner (INB) nightly. Comparable real-time time data can be found by viewing Banner form FGIBDST.

Multiple Index Budget Summary Report  Accessing the Flashline Finance Reports: 1. Login to Flashline 2. Select the “My Action Items” tab 3. Scroll to the bottom of the page 4. Look in the middle section, titled Finance Reports. 5. Select Multiple Index Budget Summary (the 2 nd selection)

Multiple Index Budget Summary Report – Prompt Page  Multiple Index Budget Summary Report Prompt Page: 1. Select the department organization code or codes 2. Click “Reprompt” 3. Select the index or indexes 4. Select the Fiscal Year 5. Select the Fiscal Period 6. Click Finish

Multiple Index Budget Summary Report – Prompt Page

Multiple Index Budget Summary Report - Output  Report output: Format Options * HTML Format: The report automatically produces an HTML view (web view). For each index, a budget summary report view is produced. Page Down to view all indexes. The output reports are in sequential index number order. * PDF Format : Once in HTML view (web view), the option is available to extract the output reports in PDF. Again, for each index, a budget summary report view is produced. Scroll down the PDF document to view each index and the corresponding budget summary report. Remember, the drill through feature is available in the PDF view.

Multiple Index Budget Summary Report - Output  Report output: Format Options * Excel Format: Once in HTML view (web view), the option is available to extract the output reports in Excel. For each Index and corresponding budget summary report, a new tab is created in the Excel workbook. Please note, the drill through feature is unavailable when view reports in Excel.

Multiple Index Budget Summary Report - Output

 Report output: Format Options Issues: The Header Section creates a lot of extra white space when extracting to PDF and Excel.

Multiple Index Budget Summary Report If this new report is well received, the Controller’s Office would like to create a multiple index transaction report. We welcome any suggestions for improvement!

Multiple Index Budget Summary Report  Any questions on the new Multiple Index Budget Summary report?

BUDGET SUMMARY REPORT – TRAINING VIDEO  Accessing the Budget Summary Training Video: 1. Login to Flashline 2. Select the “My Action Items” tab 3. Scroll to the bottom of the page 4. Look in the middle section, titled Finance Reports. 5. Go to the section titled, “How To & Help” 6. Select “Training Video – Understanding the Budget Summary Report”

BUDGET SUMMARY REPORT – TRAINING VIDEO

Click Budget Summary button to start the training video

BUDGET SUMMARY REPORT – TRAINING VIDEO  Video Content:  accessing the report via Flashline  entering report prompt information  providing the report purpose  explaining how report data is organized (i.e. revenues/expenditures/transfers)  defining report columns (i.e. Budget, Actual, Encumbrances, Remaining Balance)  demonstrating the transaction drill through feature and other report functionality  reading/interpreting the report

BUDGET SUMMARY REPORT – TRAINING VIDEO Coming Soon……  Extended Lesson on Encumbrances  Closed Captioning

BUDGET SUMMARY REPORT – TRAINING VIDEO Questions related to the Budget Summary Report Training Video?

YEAR END - REMINDER  As we enter these last two quarters of the fiscal year, please review index activity for any errors/issues.  Remember to look at encumbrances as well  Utilize the Flashline Finance reports and Banner INB  Controller’s Office year end memos will go out end of April or first part of May  Next BAS forum scheduled for June

QUESTIONS?