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Introduction to the RF Report Center as part of the Oracle Upgrade Project

Introduction to the RF Report Center as part of the Oracle Upgrade Project. Learning Tuesday September 24, 2013. Session Objectives. The participants will: understand the impact on the existing reporting applications gain an understanding of the new RF Report Center

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Introduction to the RF Report Center as part of the Oracle Upgrade Project

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  1. Introduction to the RF Report Center as part of the Oracle Upgrade Project Learning Tuesday September 24, 2013

  2. Session Objectives The participants will: • understand the impact on the existing reporting applications • gain an understanding of the new RF Report Center • understand how training will be accomplished • provide the five things you need to know

  3. Reporting Environment Today RF Quick View Oracle Database PI Award Interface Discoverer Web Financial Reports (WFR)

  4. RF Quick View

  5. PI Award Interface

  6. Discoverer Reports

  7. Web Financial Reports

  8. RF Report Center Future Development • Operation Managers (OM) Dashboard • Sponsored Programs Indicators Dashboard • Diversity and Inclusion Dashboard • Minority and Women Owned Business (M/WBE) Dashboard Active Initiatives • Data Available Now • Principal Investigator (PI) Dashboard • Analysis Tool Data Available Now • RF Activity Interface Reporting (RF AIR) Dashboard • Financial Reports Dashboard • Monthly Management Report (MMR) Dashboard

  9. Discoverer Workbook ConversionWhat it means to you…. • RF Report Center’s Analysis tool will replace the existing Discoverer application that will no longer be accessible after go-live • Central office will recreate the most commonly used 650reporting workbooks with the new Analysis tool in the RF Report Center

  10. Discoverer Workbook Conversion • We are asking for campuses to: • Send in a list of workbooks created by you, not 650REPORTING that are most commonly used so that they can be converted • Identify “super users” at their location and send a list to Central Office as they will have the opportunity to attend training on creating reports

  11. The New RF Report Center

  12. Principal Investigator RF Activity Interface Reporting Analysis

  13. RF Report Center

  14. All-In-One Reporting Tool • Scheduling • Email distribution • Reporting • Formatting • Drill downs • Integrated graphics • Performance • Personalized • Search • Export options • Responsiveness RF Report Center

  15. New RF Report Center 101 • The BI pages and navigation • Dashboards • RF Report Center Demos

  16. Dashboards “glitz and sizzle” • Access to the reports • Can be personalized • Data comes from the upgraded business areas

  17. Dashboards “glitz and sizzle”

  18. Principal Investigator Dashboard

  19. PI Dashboard • Alerts and My Grants • Enhanced reporting • Your most critical data • Flexible views • Search capabilities • Export options

  20. PI Dashboard • Tracking Cost Recovery • Compelling graphics with spreadsheet data • Overview • Reference • Self Paced Navigation

  21. RF Activity Interface Reporting(RF AIR)

  22. RF AIR • Award Inquiry, APT Inquiry, AP Inquiry, People Inquiry • More functionality • Views – Change with a mouse click • Added Search fields • Drill down • Export

  23. Analysis

  24. Highlights Discoverer Workbook Conversion More data and functionality Query across multiple subject areas Shared / Personal workbooks Analysis

  25. Menu Options Selecting subject area Creating and generating your report Setting your filters or conditions Integrating graphics Formatting your report Saving your reports Analysis

  26. Scheduling – “Set It and Forget It” Email Distribution Outlook Inbox Report Notifications Analysis

  27. Analysis Running reports from Discoverer My Folders and Shared Folders

  28. RF Report CenterTraining

  29. Next Steps for Training Dashboard Training Options Analysis Tool Training Options Run Reports (previous Discoverer Workbook Users) CreateReports (previous Discoverer Workbook Creators) Navigate Dashboards (previous PIAI and RF Quick View Users) • Self-paced Demonstrations • Local Workshops (by campus) • Ask-The Expert virtual sessions • “Reporting Minute” Weekly Calls • Quick Start Guide • Self-paced Demonstrations • Local Workshops (by campus) • Web-Ex Training Sessions • Ask-The Expert virtual sessions • Quick Start Guide • Self-Paced Navigation Course • Ask-The Expert virtual sessions Training Schedule posted on the project webpage

  30. 5 Things You Need to Know About the RF Report Center • It’s happening • It’s different, but not more complicated • It’s an improvement • It’s a team effort • Where to go for information

  31. Contact Us REDS@rfsuny.org John Paris (518) 434-7036 Robin Powers (518) 434-7123 Kelly Kowalski (518) 434-7258 Tom Stanziola (518) 434-7217 For more information visit the project webpage

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