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Web Focus Reporting

Web Focus Reporting. Gale Helms. UNC Charlotte. Session Etiquette. Please turn off all cell phones. Please keep side conversations to a minimum. If you must leave during the presentation, please do so as quietly as possible. UNC Charlotte.

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Web Focus Reporting

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  1. Web Focus Reporting Gale Helms UNC Charlotte

  2. Session Etiquette • Please turn off all cell phones. • Please keep side conversations to a minimum. • If you must leave during the presentation, please do so as quietly as possible.

  3. UNC Charlotte • At UNC Charlotte, Web Focus Developer is used by Financial Data Administration to create reports for Financial Services • Managed Reporting is only used by Financial Services staff • At this time we do not have a reporting tool/dashboard available to the campus

  4. Chart Index Elements • Fund, Orgn, & Program – Active and/or Inactive Funds

  5. Position Control • Employee Position/Job Budgets and Salary • Used to reconcile Position budget in Banner and to determine salary reserves

  6. Position Control • All Positions by Fiscal Year

  7. Budget • Program Inventory • Shows Financial Data for Program Inventory calculations that are submitted to OSBM

  8. Budget • Available Balance by Division Account Detail

  9. Student Accounts • Detail Code/Fund Cross Reference

  10. Accounts Payable • 1099 Reportable Data By Income Type (FAA1099 Verification)

  11. Accounts Payable • 1099 Reportable Data By Income Type (FAA1099 Verification)

  12. Accounts Payable • Z Invoice Reconciliation • Helps to ensure all 49er Mart (SciQuest) invoices fed to Banner correctly

  13. Fixed Assets • Fixed Assets Inventory Report

  14. Fixed Assets • Master Asset List

  15. Fixed Assets • Master Asset List

  16. Fixed Assets • Master Asset List

  17. Advancement Dashboard • Management Dashboard

  18. Advancement Dashboard • Director of Development Dashboard

  19. Advancement Dashboard • Operational Dashboard

  20. Questions

  21. Need Code? Finance/AR/HR Gale Helms 704-687-5814 gmhelms@uncc.edu Advancement Tammie Boyd 704-687-7222 tammie.boyd@uncc.edu Eddie Fincher 704-687-7221 efincher@uncc.edu

  22. WebFOCUS AtECSU Robbin K. Brooks Elizabeth City State University

  23. Session Etiquette • Please turn off all cell phones. • Please keep side conversations to a minimum. • If you must leave during the presentation, please do so as quietly as possible.

  24. WebFocus Users At ECSU there are two basic types of WebFOCUS users: Developer Studio Users – Users who are able to write and run WebFOCUS programs – only a select number of users have this tool on their desktop Managed Reporting Users – Users who are able to run programs that have been created via Developer Studio – departmental users request access to run reports via Manage Reporting

  25. Developer Studio Desktop

  26. Managed Reporting Desktop

  27. Banner Security Reports Functional users do not have access to BANSECR, so to assist the module security administrators with security access authorizations the following WebFOCUS reports were created: • Classes – All Objects Assigned to a Class – This program identifies all Banner objects assigned to a Banner class • Input Banner class name (example: BAN_FIN_COA_M_C) • Objects - All Classes that contain an Object – This program identifies all classes that contain a Banner object with the default Banner role (BAN_DEFAULT_M or BAN_DEFAULT_Q) - Input Banner object (example: FURFEED)

  28. Banner Security Reports – cont’d • User – All Classes Assigned to a User – List all classes assigned to a Banner user - Input Banner user name (example: RKBROOKS) • Users – All Users Assigned to a Class – List all users assigned to a Banner class - Input Banner class name (example: BAN_FIN_COA_M_C) Sample Report or Layout Shown

  29. Output Selection

  30. User – All Classes Assigned to a User

  31. Accounting Reports • List of Suspended JVs – This program provides the user id for documents listed on the FGIJVCD form • Approval Queue Documents – List the queue for unapproved documents • Attribute Value Report – Report of attributes on fund codes • Budget Availability – List available budget by fund code • Fund Code List Orgn Bank – Fund code list with default organization and bank code • YTD Trans by Account – Summary of transactions by account code

  32. FGIJVCD – Screen Shot

  33. List of Suspended JV’s

  34. Accounts Payable • Checks Cancelled – Report of cancelled checks • Disbursement Register – Banner FARCHKR report in Excel format • AP Accrual – Invoice payments to be accrued • Vendor Payments by Invoice Date – Calculates the number of days between the invoice date and the check date

  35. FARCHKR Report

  36. Disbursement Register - Parameters

  37. Disbursement Register Report

  38. Vendor Payment By Invoice Date - Parameters

  39. Vendor Payment By Invoice Date – Purchase Orders

  40. Vendor Payment By Invoice Date – Direct Payments

  41. Vendor Payment By Invoice Date – Summary

  42. Foundation • Foundation Fund Listing – List of all funds within the Foundation • Foundation New Funds – List the new funds created for the Foundation during the fiscal year • Private Gifts and Misc Income – Report of private gifts and miscellaneous income

  43. Private Gifts and Misc Income - Report Layout

  44. Student Accounts Receivable • Student Payments By Term • Student Fees Report By Term • Student Housing Report • Student Meal Plan Report • Tuition Charges By Term – Regular • Tuition Charges By Term - Summer

  45. Student Payment By Term – Report Layout

  46. QUESTIONS?

  47. Contact Information Brooks, Robbin K. 1704 Weeksville Road Campus Box 908 Elizabeth City, NC 27909 Bus: (252) 335-3784 Bus Fax: (252) 335-3043 E-mail: rkbrooks@mail.ecsu.edu

  48. ASU WebFOCUS Reporting David Webber Appalachian State University

  49. Session Etiquette • Please turn off all cell phones. • Please keep side conversations to a minimum. • If you must leave during the presentation, please do so as quietly as possible.

  50. ASU Departments -- Reconcile all Funds Monthly

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