1. KFS Brown Bag Reporting Wednesday – July 31st, 2013 12:00 – 1:00 pm McKeldin Library Special Events Room 6137

2. Welcome and Introductions Please welcome some of our KFS Reporting Team Members - Shaun Fleming Reporting, UMCP Simran Nirh Reporting Partner Lead, Navigator Javier Escobar Reporting Partner, Business Analyst, Navigator Contact us at kfs@umd.edu 2

3. Objectives We have three main objectives for today: 1.Provide a general overview on KFS Reporting. 2.Describe the standard layout for reports and the mechanics of running a report. 3. Answer any questions relating to reports. 3 Contact us at kfs@umd.edu

4. KFS REPORTING GOAL 4 Contact us at kfs@umd.edu KFS Reporting is divided into phases: The first phase is to provide FRS Web equivalent reports when KFS goes live on November 4 th, 2013. 36 different reports, along with their drill downs, will be available. Similar to FRS Web, these reports are grouped by organizational levels (Division, Department, etc.) and at the Account level. Subsequent phases will be driven by a Functional Reporting group that is made up of individuals from multiple departments.

5. There are three key components used in the creation of reports: Contact us at kfs@umd.edu5 The KFS system has over 800 database tables that are used to store and process financial data. A product called IBM DataStage which will access the KFS data and load it into a report-friendly structure. A tool called Jasper Reports Server will be used to run reports. KFS REPORTING REPORTING TOOLS

6. KFS REPORTING REPORTING TOOLS 6 Contact us at kfs@umd.edu

7. KFS REPORTING REPORT CATEGORIES There are five categories of reports: 1.Enterprise – reports that are used by the campus business community. These are reports similar to what is currently on FRS Web. 2.Central – reports that used by the Comptroller’s Office. 3.Control – reports produced from the nightly KFS Batch processes. 4.Downloads – Financial downloads 5.Historical – FRS Web, FAS Web, PRO Web. Access to these reports are from the KFS Reporting Menu. The menu and reports are protected by the University of Maryland’s Central Authentication Service (CAS). You will use your University Directory userid and password to login. Contact us at kfs@umd.edu 7

8. KFS REPORTING LOGIN PAGE 8 Contact us at kfs@umd.edu

9. KFS REPORTING REPORT MENU 9 Contact us at kfs@umd.edu

10. KFS REPORTING REPORT MENU 10 Contact us at kfs@umd.edu

11. KFS REPORTING RUNNING A REPORT 11 Contact us at kfs@umd.edu

12. KFS REPORTING RUNNING A REPORT 12 Contact us at kfs@umd.edu

13. 13 Contact us at kfs@umd.edu

14.  May 8, 2013 – KFS Contracts and Grants  May 22, 2013 – KFS Capital Assets  June 5, 2013 – KFS Receiving and Invoices  July 17, 2013 – KFS Reporting  July 31, 2013 – KFS Reporting  August 14, 2013 – KFS – What about Training?  August 28, 2013 – KFS Internal Billing  September 4, 2013 – What is KFS and why are we doing it now?  September 11, 2013 – KFS – What about Training?  September 18, 2013 – KFS Requisitions  October 2, 2013 – Labor Distribution and Preparation of Salary Transfers  October 16, 2013 – KFS – What to Expect at Go Live 14 Contact us at kfs@umd.edu KFS Brown Bag Series All meetings are scheduled from 12 – 1 pm in 6137 McKeldin Library* * Dates, locations and topics subject to change The following is the current schedule for the KFS Brown Bag Series!

15. For more information on KFS and for the latest Brown Bag Schedule: 15 Contact us at kfs@umd.edu … Check out updates to the VPAF KFS page … http://vpaf.umd.edu/kuali/index.html

16. For additional information regarding this presentation, please contact:  Shaun Fleming  (301) – 405-1081  sfleming@umd.edu 16 Contact us at kfs@umd.edu Contact Us  KFS  (301) – 405-3020  KFS@umd.edu