1. Getting the Most Out of Your Queries and Reports
USO/ITS:
Kelly Saxon, Michael Casuccio

2. Agenda BOR Delivered Reports and Queries Query Training Online
Department Manager Dashboard and WorkCenters
Integrity Check Queries
Institution Queries and reporting solutions
Future options
Open Discussion

3. BOR Delivered Reports and Queries
Accounts Payable Inquiries, Queries, and Reports
Accounts Receivable (AR) - Interfaces, Processes, and Reports
Asset Management Queries and Reports
Budget Prep Queries and Reports
eProcurement and Purchasing Queries and Reports
General Ledger and Commitment Control Queries
9.2 Travel and Expenses Queries and Reports

9. Query Training Online

12. Future Query options Query Hyperlinks Connected query links
Takes user to the document detail page.
Connected query links
Allows user to drill down on the query results to see more detail

13. QUERY LINKS In this Example: The BOR AP DUE query
Results: Voucher ID hyperlinks take you to the Voucher Payments tab.

14. Department Manager Dashboard
Functionality delivered in December 2017 that allows Department Managers to view financial data, including budgets, pre-encumbrances, encumbrances, expenses, and the detail behind these numbers in one place.
Target Users:
1. Non-traditional financial users such as faculty and department managers
2. Users that do not have current access to PeopleSoft Financials
3. Current iStrategy users

15. Department Manager Dashboard

16. Department Manager Dashboard
Navigation: BOR Menus > BOR General Ledger

17. Department Manager Dashboard
Dashboard Benefits:
Department Level Security
Drilldown capability
Export to Excel
Option to save search criteria
Mobile functionality

18. Dashboard Performance
Near real-time data rather than previous day data
- Performance enhancement needed
- Changed from real-time to hourly refresh

19. Department Manager Dashboard

20. Department Manager Dashboard

21. Top Supplier Dashboard
New functionality that will allow users to view their top supplier activity for a fiscal year.
Dashboard is similar to the Department Manager Expense and Revenue Dashboards.
Drilldown capability into supplier information and voucher data.
Dashboard available in the GeorgiaFIRST Financials annual maintenance release scheduled in December.

22. Top Supplier Dashboard
Navigation: BOR Menus > BOR Accounts Payable > Top Supplier

23. Top Supplier Dashboard

24. Top Supplier Dashboard

25. Top Supplier Dashboard

26. WorkCenters
Provide a central area for users to access various pages and perform daily tasks without leaving the WorkCenter

27. WorkCenters Modules available: Accounts Payable Asset Management Buyer
General Ledger

28. WorkCenters

29. BOR Delivered Reports and Queries
Integrity Check Queries
Purpose of Integrity Check Queries:
Assists users in finding things that shouldn’t exist throughout the year.
Run these monthly and don’t wait until year-end. It is easier to cleanup errors earlier rather than later in the year.
Send in a ticket to ITS if assistance is needed.
Summit Presentation: Integrity Checks and What Matters
Ask Dave about AP reports

30. Identify a Reporting Solution
Looked at options within database
Department Manager Dashboard
iStrategy
Need to sunset or upgrade
Vendor has to make needed changes
Oracle has not announced their direction (Business Analytics)
Until resources become available, we will look at solutions currently used
UGA – Hyperion, etc.

31. Institution Queries and Reporting Solutions
Institution Created Queries?
Institution Created Reporting Solutions?
How many of you have a reporting tool/solution that you have implemented?

32. Open Discussion / Q & A
Try to uncover things, needs, modifications that we weren't aware of that we might be able to create a solution for