Introduction to Business Reporting using IBM Cognos Sponsored Research Data

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

2. Cell Phones Facilities Restrooms Emergency Assembly Area Housekeeping

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

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

6. “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 Security

7. 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 Cognos

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

9. Portlet – A mechanism for displaying Web content as part of a portal page StandardReports – 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 Terms

10. 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 Terms cont.

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

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

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

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

19. Cognos Hands-on

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