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Standard Financial Reporting
In 2015, our Chief Financial Officer (CFO) envisioned the campus being the “Best in Class” for financial management. To this end, a taskforce identified 5 standard reports that every department, school, division, and cabinet office, should use. The benefits of using standard reporting are:
- Simplifies reporting for financial information
- Ensures everyone is looking at the same numbers
- Increases the understanding of the report data
- Reduces time and confusion
- Facilitates conversations with Accounting
- Increases the credibility of financial report data
SESSION SUMMARY
As such, we are offering monthly training sessions on this topic. In the sessions, you will learn about the 5 standard reports for financial reporting and budget reconciliation. You will have an opportunity to explore the new functionality and capabilities of the Finance Data Warehouse Phase 2.
We will cover:- Standard Reporting Purpose
- How to:
- Set default settings for dashboards
- Create the 5 standard financial reports
- Run the 5 standard financial reports
- Drill-down on report data
- Customize reports
- Get assistance
SESSION MATERIALS
- Handout - 8.5 X 11 (pdf)
- Session Recording (video) Passcode: Kuy&Y9s.
USEFUL LINKS
Standard Financial Reporting Bookmarks (.docx)
Running your Standard Reports JA (pdf)
Standard Financial Reporting - QRG (.pdf)
Standard Financial Reporting - Session Outline
Training Schedule