Archive January 2011

 

For your information there's a lot more to ogres than people think.  - Shrek

You might say the same thing about m-Fin reports once you've tried the Next button. If the Next button isn't gray try clicking it instead of the Finish button.  This takes you to a second layer of prompting.

Oh, you both have LAYERS.  - Donkey

New versions of most of the m-Fin reports have been migrated into Cognos QA.
  • New CU Logo
  • UCDHSC Fund 34 now gets available balance method 3 instead of method 8 (ie. encumbs will be honored).
  • for m-Fin REVENUE AND EXPENDITURE SUMMARY and the Rev Exp Summary in the m-Fin OPERATING SUMMARY:
    • Account Range is user specified.
    • Second prompt pages with EXTRAS prompt for requesting EXPENSE PURPOSE CODE and additional columns with percent calculations.
Leaders at UCDHSC no longer support the show-one-number concept of the m-Fin SIMPLE SPEEDTYPE QUERY, what we have been calling the SSQ AVAILABLE BALANCE.  This amount is meant to be the money available that is not already reserved for other purposes. To the question "can't you just show me the amount I have available to spend" they essentially answer "no, because we cannot provide a certain answer, particularly for non-general funds".
If you often run the same report for the same set of prompt values, such as a certain list of speedtypes, you can save the values as a preset that Cognos calls a report view. Here is an example, setting up a report view for m-Fin EXPENDITURE TYPE SUMMARY.
  1. Instead of running the report, go over to the Actions column and click the Create a report view of this report... icon.  It looks like a sparkling window

Invasion of the minus snatchers.

New versions of the 7 m-Fin reports have been migrated into Cognos QA.
  • All of the reports now use parenthesis for dollar amounts that were previously displayed using a minus sign.
  • Several of the reports now are page sortable by PRINCIPAL,SPEEDTYPE.
  • m-Fin BALANCE SHEET SUMMARY now drills to detail.
  • m-Fin FINANCIAL DETAIL now has an optional ACTUALS ONLY prompt.
9-Feb-2012 Revised. Follow these instructions if you would like m-Fin Blog posts to show up in your MSOutlook e-mail inbox. First copy this url.  You are going to paste it into MSOutlook.
https://www.cu.edu/controller/initiatives/reporting/?feed=rss2
If you are running MSOffice 2010, click File, then Account Settings and then under that also click Account Settings. If you are running MSOffice 2007, click Tools, and then Account Settings...
If you want to go back after running a drill report, click the Previous report button. "Drills" are what we call the numbers in the reports that you can click on to run another report.
All seven of the initial m-Fin reports can output to MSExcel but only two can output csv. Cognos offers three output formats for MSExcel.
  1. 2000 Single Sheet -- all pages in one MSExcel worksheet.