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Carl Sorenson Shares Cognos Resources at Boulder Faculty Fair

Our thanks to the Boulder Campus Office of the Vice Chancellor for Research for giving us time at the podium to talk about Cognos financial reports this month.

Their fourth annual Faculty Fair, held this year on Sept 17, is dedicated to connecting the “individuals and offices that support research and creative work on campus.” One of the presenters was Carl Sorenson, the OUC’s Associate Director-Reporting Systems and author of the popular m-Fin blog on financial reporting issues (see

“m-Fin” stands for “Management-Financial,” and the m-Fin reports are designed for anyone responsible for keeping an eye on CU money of some kind. Many of them are particularly valuable to individuals responsible for managing project funds.

Carl highlighted three of the over 40 available m-Fin reports, discussing:

m-Fin PROJECT FINANCIAL STATUS – with its display of Available Dollars and its visually friendly area chart showing Cumulative Expenditures compared to Budget

m-Fin ACCOUNT ACTUALS PERIOD BY FISCAL YEAR – with its at-a-glance comparisons over time.

And m-Fin REVENUE AND EXPENDITURE SUMMARY - for its more detailed level of summary.

Want to learn more about the Boulder Faculty Fair? See the attached flier, and Carl’s handout and slideshow. (Note: The handout shows portal sign-in specific to the Boulder Campus.)

Want to learn more about how m-Fin reports can help you? Sign up for Carl’s blog:

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