1. Pre-Game - Session Etiquette Please turn off all cell phones. Please keep side conversations to a minimum. If you must leave during the presentation, please do so as quietly as possible. 1

2. Finance Reporting at Your Fingertips Constance Mallette Winston-Salem State University Process Improvement Reporting and Analysis

3. Pre-Game - Introduction Purpose –Presentation of various reports developed by WSSU utilizing Information Builders WebFOCUS reporting tool. –Review some of the techniques used to promote efficiency using various reporting delivery methods and meet the informational needs of the various stakeholders. Advantages –Desktop delivery – Right to your E-mail, Portal or Webpage –Provides effective communication to groups/stakeholders –Promotes data transparency, integrity and accountability –Data driven decision making opportunities

4. Pre-Game - Agenda 1 st Quarter - Tools / Resources 2 nd Quarter - Types of Reports 3 rd Quarter - Delivery Modes 4 th Quarter – How To

5. 1 st Quarter – TOOLS / RESOURCES Business Intelligence Reporting Tools Information Builders WebFOCUS KNOW THE DATA – KNOW THE TOOL - VALIDATE Consult with appropriate stakeholders to understand needs Be Proactive / Be a GREAT Data Steward Catalog Reports to avoid redundancy 5

6. 2 nd Quarter – Types of Reports/ Information Letter Generation Financial Data Third Party Export Specific Board Groups Student Information Alumni Contributors 6

7. 2nd Quarter – Types of Reports/Information 7 Budget Payroll Vendor Student Billing Position Control Purchase Order General Ledger Contract & Grants Fund & Account Status Letter HTML Charts Report Spreadsheet

8. 3 rd Quarter – Delivery Methods 8 IF YOU BUILD IT THEY WILL COME (Only if they know how to get there!) IF YOU BUILD IT THEY WILL COME (Only if they know how to get there!) -KNOW YOUR CLIENT -REMAIN OPEN -FLEXIBLE

9. 9 3 rd Quarter – Delivery Method Location FIREWALL – INSIDE / OUTSIDE Population Group Type of Data Sensitive/Confidential Security

10. Delivery Method – Interactive Dashboard 10 » RAMS Reporting DashboardRAMS Reporting Dashboard » Executive DashboardExecutive Dashboard Prominent Location on Web

11. Interactive Dashboards – Rams Dashboard 11 USER GUIDE

12. Interactive Dashboards - Executive 12 Linked directly to the Strategic Goals 2010 – 2015 University Strategic Plan

13. Interactive Dashboards – Executive - Drilldown 13 SPREADSHEET PIE CHARTS REPORTS

14. Delivery Method – E-MAIL 14

15. Delivery Method – E-MAIL Current Date: 02/12/2013 Current Time: 10.00.01 Report Path: Finance\Standard Reports\Management Reports\Distribution Reports\Budget (FGIBAVL) Distribution Report reflects prior day Banner data Winston-Salem State University Banner Finance Month: February Fiscal Year: 2013 Detail By Fund\Account Fund Fund TitleAcct Account Title Budgeted Authorized Actual Current Month Actual Year-To-Date Encumbrances/ Reserves Available Balance % Of BudgetComment Financial Manager: Constance G Mallette Expenditures 117037Financial Systems912000 SPA Employee Salaries Pool(L4)223,195.00.00116,668.81.00106,526.1952.27% 117037Financial Systems912700SPA Longevity Pay(L4).00 2,319.80.00-2,319.80.00% No Authorized Budget 117037Financial Systems918100Social Security(L4)25,287.00.0013,670.37.0011,616.6354.06% 117037Financial Systems918200State Retirement(L4)48,088.00.0026,263.86.0021,824.1454.62% 117037Financial Systems918300Medical Insurance(L4)19,903.00.0010,816.50.009,086.5054.35% 117037Financial Systems920000 Supplies and Materials Pool(L4)3,300.00178.202,413.99.00886.0173.15% 117037Financial Systems930000Current Services Pool(L4)6,000.00.00 6,000.00.00% 117037Financial Systems931000Travel Pool(L4)1,505.00525.10621.42.00883.5841.29% 117037Financial Systems932000Communications Pool(L4)7,000.00.003,645.61.003,354.3952.08% 117037Financial Systems934000Printing Binding Pool(L4)2,100.00.00.24.002,099.76.01% 117037Financial Systems950000Capital Outlay Pool(L4)195.00.00 195.00.00% Total 117037448,993.00703.30241,998.91.00206,994.0953.90% Total Expenditures448,993.00703.30241,998.91.00206,994.0953.90% 15 -E-MAIL sent to Financial Manager -FGIBAVL -Distributed once per week

16. 16 Delivery Method – E-MAIL

17. Delivery Method - PORTAL 17 Drag-N-Drop Allow for Sort Selection Optional Filter Selection Optional Desired Output Type Assign Report Heading Description

18. 4 TH QUARTER – HOW TO Set-up E-mail (WebFOCUS Dynamic Distribution) 18 Create Report in Developer Studio

19. 19 4 TH QUARTER – HOW TO Create an HTML for message. This will be displayed in body of email Create Distribution Procedure on the server i. e. PCHOLD file.

20. Set-up an Executive Dashboard/Portal –Begin with the End on Mind –WHO, WHAT, WHEN, WHERE, HOW –Establish the basis for your data (Strategic Plan/Enrollment Data) –Create a team of Experts from each Functional area What is the most important information in your area? Allow the Unit to “Tell their Story” –Develop reports –Identify Placement Location/Delivery Method –Inform Stakeholders that reports exist 20 4 TH QUARTER – HOW TO

21. POST GAME - QUESTION & ANSWERS

22. Thank You! Constance Mallette – Director Process Improvement Reporting & Analysis 336-750-8643 mallettec@wssu.edu WSSU CIAA FOOTBALL Champion 2 YEARS IN A ROW