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A Good Report

A Good Report. Business Objects Basics. Agenda. Introduction to Business Objects Attributes of a Good Report Most Used Reports by Departmental Business Staff Q&A. Introduction Question What are you hoping to learn from this session today?. Business Objects. What Is Business Objects?

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A Good Report

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  1. A Good Report Business Objects Basics

  2. Agenda • Introduction to Business Objects • Attributes of a Good Report • Most Used Reports by Departmental Business Staff • Q&A

  3. Introduction QuestionWhat are you hoping to learn from this session today?

  4. Business Objects • What Is Business Objects? • TAMUS managed application • Connected to the System Data Warehouse • Enables employees the ability to create and distribute dynamic financial and HR/Payroll reports without knowing SQL

  5. Enterprise Data Warehouse • Enterprise Data Warehouse Resources • https://it.tamus.edu/edw/ • Statement of Responsibility • Authorized Security Requestor(s) • Report Inventory • FAQS and Training • Universes • Security

  6. QuestionWhat are some attributes of a “Good” Report?

  7. Attributes of a “Good” Report • Timely • Relevant • Accurate • Meaningful

  8. QuestionWhat data are you not able to get that would really make your job easier? Are there reports you are currently receiving that miss the mark of a “Good” report?

  9. Commonly Used Reports • Monthly Financial Report by Department • Balance Summary by GL/SL • Expense Summary by SL-SA • Revenue Detail • Expense Detail • UFO Detail • DBR Detail • Encumbrance Detail • Budgeted Positions • Wage Positions • Automatically emailed to units after each month close

  10. Commonly Used Reports • Active Payroll Report • Employees by Adloc (No Costing) • Salaries by Costing Account – Faculty & Staff • Salaries by Costing Account – GA • Salaries by Costing Account – Student & Temp Workers • Salaries by Costing Account Report (Sorted by Source Account) • All Costing by Employee • Costing Allocation Issues (Potential) • Adloc Department and Costing Department Mismatch • Employees Terminating • Employees Potentially Eligible for Hiring Salary Adjustment • Currently distributed to all TAMU and HSC Colleges

  11. Other Commonly Used Reports • PVD • Budget to Actual Trend • Financial Snapshot • Salary Analysis Report • Others from the Audience

  12. Q&A

  13. Kelli HoltKr.holt@tamu.edu458-9823

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