ConnectND NDUS Financials Update ______________________________________________________________________ 3-4-04

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ConnectNDNDUS Financials Update_______________
__________________________________________________
_____3-4-04
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Agenda

• Reporting
• Training
• Questions

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Reporting in PeopleSoft

• Inquiry Pages
• Queries
• Delivered
• Custom
• Reports
• Crystal
• SQR
• nVision

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Budget Inquiry
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Budget Details
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Drilldown to Transactions
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Drilldown to More Detail
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Download to Excel
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Delivered Queries

• Many delivered queries provide the basis for
  Crystal Reports
• Crystal provides formatting

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Delivered Queries
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Delivered Queries
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Export to Excel
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Custom Queries

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

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Public Queries
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Private Queries
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Records
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Fields
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Preview
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Crystal Reports

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

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Crystal Example
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SQR Reports

• SQR reports are similar to reports in our current
  system
• Written by programmers
• More stuff
• Just the facts maam

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SQR Example
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nVision Reports

• nVision is a tool that allows Excel to interact
  directly with the database
• Takes advantage of the features of Excel
• Data doesnt have to be keyed

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Training
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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.)

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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

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Why cant I be trained sooner?

• Training as close as possible to go live is more
  effective
• If we trained users today, much of whats learned
  would need to be re-learned in July

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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

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What happens when I get back to my office?

• You will have
• Training manuals
• Reference guides
• Process flows
• Help Desk

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Questions Anyone?