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Financial Reporting Session Etiquette Guidelines

Ensure an attentive and respectful session by following these simple etiquette rules for financial reporting presentations. Disconnect cell phones, minimize side conversations, and exit discreetly if necessary for a seamless experience. Presented by Constance Mallette from Winston-Salem State University.

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Financial Reporting Session Etiquette Guidelines

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  1. Pre-Game - Session Etiquette Please turn off all cell phones. Please keep side conversations to a minimum. If you must leave during the presentation, please do so as quietly as possible.

  2. Finance Reporting at Your Fingertips

    Constance Mallette Winston-Salem State University Process Improvement Reporting and Analysis
  3. Pre-Game - Introduction Purpose Presentation of  various reports developed by WSSU utilizing Information Builders WebFOCUS reporting tool. Review some of the techniques used to promote efficiency using various reporting delivery methods and meet the informational needs of the various stakeholders. Advantages Desktop delivery – Right to your E-mail, Portal or Webpage Provides effective communication to groups/stakeholders Promotes data transparency, integrity and accountability Data driven decision making opportunities
  4. Pre-Game - Agenda 1st Quarter - Tools / Resources 2nd Quarter - Types of Reports 3rd Quarter - Delivery Modes 4th Quarter – How To
  5. 1st Quarter – TOOLS / RESOURCES Business Intelligence Reporting Tools Information Builders WebFOCUS KNOW THE DATA – KNOW THE TOOL - VALIDATE Consult with appropriate stakeholders to understand needs Be Proactive / Be a GREAT Data Steward Catalog Reports to avoid redundancy
  6. 2nd Quarter – Types of Reports/ Information
  7. 2nd Quarter – Types of Reports/Information TYPE SOURCE OUTPUT
  8. 3rd Quarter – Delivery Methods IF YOU BUILD IT THEY WILL COME (Only if they know how to get there!) -KNOW YOUR CLIENT -REMAIN OPEN -FLEXIBLE
  9. 3rd Quarter – Delivery Method Location FIREWALL – INSIDE / OUTSIDE
  10. Delivery Method – Interactive Dashboard » RAMS Reporting Dashboard » Executive Dashboard Prominent Location on Web
  11. Interactive Dashboards – Rams Dashboard HOT KEYS USER GUIDE
  12. Interactive Dashboards - Executive HOT KEYS 2010 – 2015 University Strategic Plan Linked directly to the Strategic Goals
  13. Interactive Dashboards – Executive - Drilldown REPORTS SPREADSHEET PIE CHARTS
  14. Delivery Method – E-MAIL
  15. Delivery Method – E-MAIL -E-MAIL sent to Financial Manager -FGIBAVL -Distributed once per week
  16. Delivery Method – E-MAIL
  17. Delivery Method - PORTAL
  18. 4TH QUARTER – HOW TO Set-up E-mail (WebFOCUS Dynamic Distribution) Create Report in Developer Studio
  19. 4TH QUARTER – HOW TO Create an HTML for message. This will be displayed in body of email Create Distribution Procedure on the server i. e. PCHOLD file.
  20. 4TH QUARTER – HOW TO Set-up an Executive Dashboard/Portal Begin with the End on Mind WHO, WHAT, WHEN, WHERE, HOW Establish the basis for your data (Strategic Plan/Enrollment Data) Create a team of Experts from each Functional area What is the most important information in your area? Allow the Unit to “Tell their Story” Develop reports Identify Placement Location/Delivery Method Inform Stakeholders that reports exist
  21. POST GAME - QUESTION & ANSWERS
  22. Thank You! Constance Mallette – Director Process Improvement Reporting & Analysis 336-750-8643 mallettec@wssu.edu WSSU CIAA FOOTBALL Champion 2 YEARS IN A ROW
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