1. Reporting Console Training Guide
Cindy Milligan
Financial Reporting Manager

2. Getting Started Login to Galaxy
Select Reporting Console from Toolbox section.
(Optional) You can also follow the Navigation below to get to Reporting Console: Gemini Financials>Main Menu>Reporting Tools>UTD Reporting Console

3. Report Viewer
Click the arrow next to “Standard Reports” to open the listing of reports.
Click the report name to open it.
The note icon will open a brief description of the report.

4. Operating Fund Balance and Budget
Enter criteria and click Search button. You will see the screen shown on next page.

5. Operating Fund Balance and Budget
Show Details allows user to see all the data at cost center level and download it. This feature is only available at the top level.
Note: The “download all” button will be at the top of every report page. It allows user to download the current report into excel.

6. Operating Fund Balance and Budget
Click “Show Budget” to see Budget information below.

7. Year to Date Budget Summary
Enter criteria and click Search button. You will see the screen shown on next page.

8. Year to Date Budget Summary
Click “Hide Expense” link to hide expense budget section. Click “Hide Revenue” link to hide revenue budget section.
Note: Hide Expense and Hide Revenue feature is only available at top level.

9. Open Purchase Orders (Encumbrances)
Clicking “Show Detail” will show all the data at PO level.

10. Open Purchase Orders (Encumbrances)
Click the hyperlink of each PO number. It will take user to PeopleSoft Purchase Orders Page as shown below.

11. Employee and Position Roster
Select Status equals “All, Filled or Vacant” from the dropdown list and then click Search button. Click the hyperlink to see the details as shown in the screenshot below.

12. How to use Bookmarks
Bookmark function enables quick access to the same spot of the report in the future.
1. Choose the report page you want to have a quick access, type your bookmark name, then click “Bookmark” button.

13. How to use Bookmarks 2. Bookmark is saved.
3. Go back to “Bookmarks” Tab to see all your bookmarks.
4. Click “—” button to delete your bookmark and then click Save.

14. How to configure Dashboards
Dashboard provides an easy way to combine a view of multiple reports on a single page.
Go to Dashboard Configuration Tab.
Fill out Name, Layout, and add reports you would like to display in your dashboard. (you can select bookmark from the reports lookup list as one of your dashboard reports as well)
Click Save.
Click Dashboard Tab to view your own dashboard.
Name: Name your dashboard to identify the dashboard.
Layout: How report columns per page
Default: Indicate the default dashboard that will open when the dashboard tab is clicked
Compact View: Reduces font and spacing to fit more information into a smaller space
Report Name: Select a report from the list of available reports. You can also select bookmark in the list as well.

15. How to configure Dashboards
5. Fill out criteria and click search button. You will get the Dashboard View shown as below.

16. Contact Us
Phone: Cindy Milligan X2632 Stefanie Pan X6683 More information is available in Operating Reports Handbook.

17. Thank you!