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CFS Reporting: Exploring the CMS data warehouse

CFS Reporting: Exploring the CMS data warehouse. Presented by: Chris Lambert Karen Baldyga. Presentation Agenda. San Marcos implementation details Department reporting Trial balance w/ San Marcos formula Drilldowns Class / program / project reporting made easy Q & A session.

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CFS Reporting: Exploring the CMS data warehouse

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  1. CFS Reporting: Exploring the CMS data warehouse Presented by: Chris Lambert Karen Baldyga

  2. Presentation Agenda • San Marcos implementation details • Department reporting • Trial balance w/ San Marcos formula • Drilldowns • Class / program / project reporting made easy • Q & A session

  3. San Marcos implementation • PCBO meeting updates early & often • Sneak preview in January • CFS go live April 2011 • First reporting cycle for month end close done in May • Just in time training approach (Late April – Mid May)

  4. San Marcos training strategy • Create model templates for department reporting, class reporting and trial balance • These will be used for Accounting & Budget submissions • Train on drilldowns, exporting to Excel and print setups

  5. Base San Marcos setup

  6. San Marcos standard dept report

  7. San Marcos standard TB

  8. San Marcos TB formula

  9. Drilldown (CFS detail)

  10. Drilldown (Conversion summary)

  11. Export to Excel

  12. Class reporting made easy

  13. Class by fund by account

  14. Program reporting made easy

  15. Program by Dept by Fund by Acct

  16. Project reporting made easy

  17. Project by Dept by Fund by Acct

  18. Questions?

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