WELCOME TO

1. WELCOMETO JOHNSON FINANCIAL DASHBOARD TRAINING

2. TABLE OF CONTENTS • Johnson Financials url…………………………………………………………………………..page 3 • Johnson Financials Home Page…………………………………………………………….page 6 • Account Selection………………………………………………………………………………..pages 11 – 13 • Account Balance………………………………………………………………………………….page 14 • Fiscal Year Org Activity Report……………………………………………………………..pages 15 – 16 • Printing/Exporting……………………………………………………………………………….page 17 • Transaction Report……………………………………………………………………………...page 19 • STAR Report…………………………………………………………………………………………page 20

3. https://obieeprod.cit.cornell.edu

5. Click On Dashboards Drop Down Button and Menu Pops Up Click on Johnson Financials

6. Report Options Shows Date Data is Current Link to JConnect for additional Johnson Documentation Help Area Your Privileges Brief Explanation of Each Report What You Have Access To

7. 3 Tabs/Reports to Choose From Hmmm………. View Transaction Level Detail for One or Several Accounts Within One or More Johnson Orgs A Fiscal YTD Look at Allocations, Actual & Margin Reports for Johnson STAR Accounts Fiscal YTD Budget, Actuals & Margin Reports for Johnson Orgs, Fund Groups, Accounts & Object Code Detail

8. System Defaults to Current Fiscal Year and Current Month

10. Click Apply Click Apply

11. Click More/Search If Account is Not in Drop Down?

12. Type in Account Number and Click Search Click on Account Number and Click Move

13. Click OK

14. Without Fund Balances Account Balance (YTD Income – YTD Expense = Account Balance )

15. Annual Operational Balances; Does not Include Fund Balance Activity Expenses are Shown as Positive Number

16. Includes Fund Balances Account Balance Include Fund Balance Activity Expenses are Shown as a Negative Number Click on the Double Arrow for More Rows of Data

18. In Transaction Tab/Report, if you want YTD you must check each month/period

19. Hyperlink for Additional Information

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