connectnd ndus financials update 3 4 04 n.
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ConnectND NDUS Financials Update ______________________________________________________________________ 3-4-04. Agenda. Reporting Training Questions. Reporting in PeopleSoft. Inquiry Pages Queries Delivered Custom Reports Crystal SQR nVision. Budget Inquiry. Budget Details.

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connectnd ndus financials update 3 4 04

ConnectNDNDUS Financials Update______________________________________________________________________3-4-04

  • Reporting
  • Training
  • Questions
reporting in peoplesoft
Reporting in PeopleSoft
  • Inquiry Pages
  • Queries
    • Delivered
    • Custom
  • Reports
    • Crystal
    • SQR
    • nVision
delivered queries
Delivered Queries
  • Many delivered queries provide the basis for Crystal Reports
    • Crystal provides formatting
custom queries
Custom Queries
  • Custom queries can be either public or private
    • Public queries can be used by anyone
    • Private queries are for my own use
crystal reports
Crystal Reports
  • Crystal is used to format data from queries
    • Public queries can be used by anyone
    • Private queries are for my own use
sqr reports
SQR Reports
  • SQR reports are similar to reports in our current system
    • Written by programmers
    • More stuff
    • “Just the facts ma’am”
nvision reports
nVision Reports
  • nVision is a tool that allows Excel to interact directly with the database
    • Takes advantage of the features of Excel
    • Data doesn’t have to be keyed
how will i be trained
How will I be trained?
  • Training will be appropriate to your needs
    • “Accounts payable office”
      • Need training in voucher types, voucher entry, budget checking, payment processing, posting, etc.
        • Intensive 2-3 day in-person course
    • Departmental users
      • May only need to know how to enter and budget check vouchers
        • 1-2 hour course (could be in person, WebEx, IVN, etc.)
when will i be trained
When will I be trained?
  • Most users will be “Just in time”
    • Near go-live (June and early July)
  • Some core users will begin “training” as they help us test the system over the next three months
    • Rely on these people to help support others on their campuses
why can t i be trained sooner
Why can’t I be trained sooner?
  • Training as close as possible to go live is more effective
    • If we trained users today, much of what’s learned would need to be re-learned in July
what can i do now
What can I do now?
  • Make sure you have basic skills
    • Know how to navigate in a web browser
    • Know how to work with data in Excel
      • Sort, subtotal, etc.
    • Take free PeopleSoft navigation courses
what happens when i get back to my office
What happens when I get back to my office?
  • You will have:
    • Training manuals
    • Reference guides
    • Process flows
    • Help Desk