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Agenda

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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Agenda

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  1. ConnectNDNDUS Financials Update______________________________________________________________________3-4-04

  2. Agenda • Reporting • Training • Questions

  3. Reporting in PeopleSoft • Inquiry Pages • Queries • Delivered • Custom • Reports • Crystal • SQR • nVision

  4. Budget Inquiry

  5. Budget Details

  6. Drilldown to Transactions

  7. Drilldown to More Detail

  8. Download to Excel

  9. Delivered Queries • Many delivered queries provide the basis for Crystal Reports • Crystal provides formatting

  10. Delivered Queries

  11. Delivered Queries

  12. Export to Excel

  13. Custom Queries • Custom queries can be either public or private • Public queries can be used by anyone • Private queries are for my own use

  14. Public Queries

  15. Private Queries

  16. Records

  17. Fields

  18. Preview

  19. Crystal Reports • Crystal is used to format data from queries • Public queries can be used by anyone • Private queries are for my own use

  20. Crystal Example

  21. SQR Reports • SQR reports are similar to reports in our current system • Written by programmers • More stuff • “Just the facts ma’am”

  22. SQR Example

  23. 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

  24. Training

  25. 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.)

  26. 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

  27. 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

  28. 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

  29. What happens when I get back to my office? • You will have: • Training manuals • Reference guides • Process flows • Help Desk

  30. Questions Anyone?

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