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Comprehensive Guide to Financial Reporting and Training in PeopleSoft

This document outlines essential training and reporting resources for PeopleSoft users within financials. It includes an agenda covering key topics such as delivered and custom queries, reporting formats using Crystal Reports, SQR Reports, and nVision for Excel interaction. Emphasis is placed on training availability tailored to user needs, with plans for intensive courses and just-in-time training close to go-live. Users can prepare by developing basic technical skills and familiarizing themselves with the navigation of PeopleSoft and Excel.

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Comprehensive Guide to Financial Reporting and Training in PeopleSoft

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  1. ConnectNDNDUS Financials Update______________________________________________________________________3-4-04

  2. Agenda • Reporting • Training • Questions

  3. Reporting in PeopleSoft • Inquiry Pages • Queries • Delivered • Custom • Reports • Crystal • SQR • nVision

  4. Budget Inquiry

  5. Budget Details

  6. Drilldown to Transactions

  7. Drilldown to More Detail

  8. Download to Excel

  9. Delivered Queries • Many delivered queries provide the basis for Crystal Reports • Crystal provides formatting

  10. Delivered Queries

  11. Delivered Queries

  12. Export to Excel

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

  14. Public Queries

  15. Private Queries

  16. Records

  17. Fields

  18. Preview

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

  20. Crystal Example

  21. SQR Reports • SQR reports are similar to reports in our current system • Written by programmers • More stuff • “Just the facts ma’am”

  22. SQR Example

  23. nVision Reports • nVision is a tool that allows Excel to interact directly with the database • Takes advantage of the features of Excel • Data doesn’t have to be keyed

  24. Training

  25. 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.)

  26. 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

  27. Why can’t I be trained sooner? • Training as close as possible to go live is more effective • If we trained users today, much of what’s learned would need to be re-learned in July

  28. 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

  29. What happens when I get back to my office? • You will have: • Training manuals • Reference guides • Process flows • Help Desk

  30. Questions Anyone?

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