Transcript Document

GFOASC 2011 Fall Conference
SCEIS Reporting
Monday, 10/10/11
SCEIS Reporting: Scheduled Reports
Reporting Goals
Create Scheduled Reports similar to STARS
Deliver these reports regularly to Agencies and
Statewide entities
Grow these reports into other reports
needed/wanted by users: evolve from STARS to
SCEIS
Train Agency users to run these reports off
schedule, modify reports to specific needs and
create ad-hoc reports
2
Business Objects Enterprise Reports
Goals Continued:
Network among SCEIS users to share reports
Minimize need to re-key data from SCEIS to excel
or other tools
Develop logical progression from ECC transactional
reports to Business Objects Reports and
Dashboards (and back)
Business Objects becomes the reporting tool of
choice, integrated into all aspects of Governmental
Reporting
Business Objects Enterprise Reports
Where Are We:
Currently Reports are Scheduled to be delivered
Monthly
Are delivered in PDF or Excel format
Are available to run on demand through Business
Objects Public Folders by users with Business
Objects Licenses
Peer Development Group members are building
reports for specific needs
Business Objects Enterprise Reports
Reports Currently being Delivered:
404 Available Cash By Period and Year to Date
406: Estimated Revenue vs. Cash Received
– Three Versions
424: Summary of Expenditures by Program
427: Analysis of Expenditures by Minor General
Ledger
– Summary & Detail
Accounts Receivables Aging with Drill Down
Business Objects Enterprise Reports
Business Objects Enterprise Reports
Business Objects Enterprise Reports
Business Objects Enterprise Reports
Business Objects Enterprise Reports
Business Objects Enterprise Reports
Business Objects Enterprise Reports
Reports in Development:
Grants Reports
Vendor Actual
Internal Orders
Capital Projects
Open Encumbrances
Revenue Report
Expenditure Comparison
SCEIS Reporting: Challenges
Clean up Universe Fields
Develop Data Dictionaries
Establish Report Standards
– Font
– Number Format
– Header
– Footer
– Frequency
– Distribution
– Verification and Quality Control
SCEIS Reporting
The Success of SCEIS Reporting depends on
U(sers) Involvement
RUG
PEER Development
Input to Scheduled Reports
Sharing existing reports
SCEIS Users Meetings