Transcript WELCOME [jconnect.johnson.cornell.edu]

WELCOME
TO
JOHNSON FINANCIAL
DASHBOARD
TRAINING
TABLE OF CONTENTS
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Johnson Financials url…………………………………………………………………………..page 3
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Johnson Financials Home Page…………………………………………………………….page 6
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Account Selection………………………………………………………………………………..pages 11 – 13
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Account Balance………………………………………………………………………………….page 14
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Fiscal Year Org Activity Report……………………………………………………………..pages 15 – 16
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Printing/Exporting……………………………………………………………………………….page 17
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Transaction Report……………………………………………………………………………...page 19
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STAR Report…………………………………………………………………………………………page 20
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https://obieeprod.cit.cornell.edu
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Click On Dashboards Drop Down Button
and
Menu Pops Up
Click on Johnson Financials
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Report Options
Shows Date Data is
Current
Link to JConnect for additional Johnson
Documentation
Help Area
Your Privileges
Brief
Explanation of Each
Report
What You
Have Access
To
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3 Tabs/Reports to
Choose From
Hmmm……….
Fiscal YTD
Budget,
Actuals &
Margin
Reports for
Johnson
Orgs, Fund
Groups,
Accounts &
Object Code
Detail
View
Transaction
Level Detail
for One or
Several
Accounts
Within One
or More
Johnson
Orgs
A Fiscal YTD Look
at Allocations,
Actual & Margin
Reports for
Johnson STAR
Accounts
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System Defaults to Current Fiscal
Year and Current Month
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Click Apply
Click Apply
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If Account is Not in Drop Down?
Click More/Search
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Type in Account Number
and Click Search
Click on Account Number and
Click Move
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Click OK
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Without
Fund
Balances
Account Balance
(YTD Income – YTD Expense = Account Balance )
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Annual Operational Balances;
Does not Include Fund Balance Activity
Expenses are Shown as
Positive Number
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Includes Fund
Balances
Account Balance Include Fund
Balance Activity
Expenses are Shown as a
Negative Number
Click on the Double Arrow for More Rows
of Data
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In Transaction Tab/Report, if you want YTD
you must check each month/period
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Hyperlink for Additional
Information
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