iStrategy: Building Custom Reports – Brick by Brick

iStrategy: Building Custom Reports – Brick by Brick Wednesday September 22nd 11:00 to 11:50 Room Oglethorpe D

Agenda • Report Building Methodology • Request for “Burn Rate Report by Grant” • Request for “YTD Expenditures by Fund, with PYTD Comparison” • Question and Answer

Report Building Methodology • What is the primary data type (i.e. journals, vouchers, payroll detail etc.)? • Identify the existing report that most closely matches the desired report (organized by account, by fund etc.) • Approach Report by Rows, Columns, and Background Information • Define data elements in Rows and Columns • Define additional criteria in Background • Add detail to each item – i.e. which accounts, which budget periods?

Modifying an Existing Report Step 1 – Choose report to use as template. Step 2 – Define Rows – Account, Step 2b -- Values for Account Step 3 – Define Columns – Change measures to Budget Period Step 3b – include all Budget Periods Step 4 – Set Background Criteria. Step 5 – Refine Report – hide columns, filter zero rows

Report Building Methodology - cont • Refine report with Filters, Sorting etc. • Consider “Nesting” of Dimensions to improve presentation of data • Tips and Techniques • Click “Apply” after each change – build incrementally • Use Leaf Descendents when a report includes all detail values – reduces keying • Save final report as “My View” • Email “My View” reports to others with appropriate security

Questions? Please send comments or questions to: Kurt.Collins@usg.edu Jason.Beitzel@usg.edu

iStrategy: Building Custom Reports – Brick by Brick