1. Introduction to Business Reporting using IBM Cognos Sponsored Research Data

2. Housekeeping Cell Phones Facilities –Restrooms –Emergency Assembly Area

3. Business Reporting using Cognos Course Goal This 1 1/2 hour presentation will introduce Cognos, its functionality and how to run standard reports with an emphasis using Sponsor Research data.

4. Agenda Cognos Connection (Web Portal) Introduce terms & information Introduce navigation options Review standard NMSU reports Review various save formats

5. Course Objectives Navigate Cognos Identify terms Run standard NMSU reports Save reports

6. Security “Non-Disclosure Statement”  Within NMSU, employees are authorized access to University records only to the extent necessary to perform their official university duties. Security  Global

7. Cognos Cognos a web application tool Houses NMSU developed reports Provides tools for working with filtered reports Cognos Connection – Portal gives access to NMSU developed reports and other tools

8. Benefits of Cognos Run reports on demand Reports can be emailed Options to export reports in various formats

9. Terms Portlet – A mechanism for displaying Web content as part of a portal page Standard Reports – NMSU developed standard reports for departmental use Report View – A reference to another report that has it own properties, such as prompt values and results

10. Terms cont. My (Reports) – Filtered to show reports for your summary organization or primary department All (Reports) – Ability to select desired Summary Org. or Dept Data Fact Sheet – General report information

11. Sub-tab Definition LTV- Provides summary reports, dashboards and high-level analytics relevant to university executives. College/Division – Provides listing to BFHR standard reports that can be run for users specific to College/Division. The ability to run reports listed but select another College/ Division.

12. Sub-tab Definition cont. Dept – Provides list of BFHR standard reports that can be run for user’s specific dept. You will also have the ability to run reports listed but select another department. PI- Provides a Principle Investigator a list of filtered reports listing information identified by Principle Investigator.

13. Sub-tab Definition cont. Administrative – Provides list of BFHR standard reports filtered options for greater flexibility to address specific needs.

14. Banner refers to the restricted accounts as GRANTS (sponsored, excluding gifts & endowments) –Restricted accounts are assigned a grant # –A Grant # can have a: one grant to one fund relationship or one grant to many funds relationship –The Grant #: ties to a fund(s) the fund(s) tie back to an index Facts

15. SPA’s Grant Numbering System AreaGrant #Fund #Cost Share Fund MainGR000XXXX60XXXX65XXXX AlamoGR00200XX24XXXX25XXXX CarlsbadGR00300XX34XXXX35XXXX Dona AnaGR00400XX44XXXX45XXXX GrantsGR00500XX54XXXX55XXXX PSLGRP00XXXX80XXXX85XXXX Financial AidGRB00XXXXSame as aboveN/A Federal/StateGRF00XXXX GRS00XXXX Same as aboveN/A

16. Commonly Used Standard Reports RA-SPA-Expiring Funds RA-SPA-Grant Index Lookup RA-SPA-Grant Activity by Agency RA-SPA-Grant Activity by Org Research

17. Future Reports Aging Report – list of all unpaid invoices by aging category by grant #

18. Need HELP!  Send an email to cognos_help@nmsu.edu or  Call ICT Help Desk 646-1840

19. Cognos Hands-on

20. Questions? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ?