1. Business Objects Basics
A Good Report
Business Objects Basics

2. Agenda Introduction to Business Objects Attributes of a Good Report
Most Used Reports by Departmental Business Staff
Q&A

3. Introduction Question What are you hoping to learn from this session today?
Would anyone be willing to share what they hope they learn from this session today?

4. Business Objects What Is Business Objects? TAMUS managed application
Connected to the System Data Warehouse
Enables employees the ability to create and distribute dynamic financial and HR/Payroll reports without knowing SQL
Business Objects is an application that can be used to create and distribute dynamic financial and hr/payroll reports.

5. Enterprise Data Warehouse
Enterprise Data Warehouse Resources
Statement of Responsibility
Authorized Security Requestor(s)
Report Inventory
FAQS and Training
Universes
Security
Business Objects is an application that can be used to create and distribute dynamic financial and hr/payroll reports.

6. Question What are some attributes of a “Good” Report?
Now that we know a little bit about Business objects and where to go to get access and additional information about the data warehouse, I have a question. What are some attributes of a “Good” report?

7. Attributes of a “Good” Report
Timely
Relevant
Accurate
Meaningful
Timely – a report that is created in a dynamic way that can be ed based on a predetermined schedule; you get the right data when you need it
Relevant – the data in the report is applicable for the task at hand; for reconciliation, for account balance; current salary budget on an account; etc.
Accurate – the queries used to build the report were built so that the data is accurate and reflects the current truth of the source data i.e. FAMIS, Workday
Meaningful - telling, important and consequential information

8. Question What data are you not able to get that would really make your job easier? Are there reports you are currently receiving that miss the mark of a “Good” report?

9. Commonly Used Reports Monthly Financial Report by Department
Balance Summary by GL/SL
Expense Summary by SL-SA
Revenue Detail
Expense Detail
UFO Detail
DBR Detail
Encumbrance Detail
Budgeted Positions
Wage Positions
Automatically ed to units after each month close

10. Commonly Used Reports Active Payroll Report
Employees by Adloc (No Costing)
Salaries by Costing Account – Faculty & Staff
Salaries by Costing Account – GA
Salaries by Costing Account – Student & Temp Workers
Salaries by Costing Account Report (Sorted by Source Account)
All Costing by Employee
Costing Allocation Issues (Potential)
Adloc Department and Costing Department Mismatch
Employees Terminating
Employees Potentially Eligible for Hiring Salary Adjustment
Currently distributed to all TAMU and HSC Colleges

11. Other Commonly Used Reports
PVD
Budget to Actual Trend
Financial Snapshot
Salary Analysis Report
Others from the Audience

12. Q&A

13. Kelli Holt Kr.holt@tamu.edu 458-9823