PowerPoint Presentation

Pre-Game - Session EtiquettePlease 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.1

Finance Reporting at Your FingertipsConstance Mallette Winston-Salem State UniversityProcess Improvement Reporting and AnalysisPre-Game - Introduction PurposePresentation 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.

AdvantagesDesktop delivery Right to your E-mail, Portal or WebpageProvides effective communication to groups/stakeholdersPromotes data transparency, integrity and accountabilityData driven decision making opportunities

Pre-Game - Agenda1st Quarter - Tools / Resources2nd Quarter - Types of Reports3rd Quarter - Delivery Modes4th Quarter How To

1st Quarter TOOLS / RESOURCESBusiness Intelligence Reporting ToolsInformation Builders WebFOCUSKNOW THE DATA KNOW THE TOOL - VALIDATEConsult with appropriate stakeholders to understand needsBe Proactive / Be a GREAT Data StewardCatalog Reports to avoid redundancy

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2nd Quarter Types of Reports/ Information6

2nd Quarter Types of Reports/Information7

TYPESOURCEOUTPUT3rd Quarter Delivery Methods8IF YOU BUILD IT THEY WILL COME (Only if they know how to get there!)-KNOW YOUR CLIENT-REMAIN OPEN-FLEXIBLE

93rd Quarter Delivery Method LocationFIREWALL INSIDE / OUTSIDE

Delivery Method Interactive Dashboard10 RAMS Reporting Dashboard

Executive Dashboard

Prominent Location on WebInteractive Dashboards Rams Dashboard11

HOT KEYSUSER GUIDEInteractive Dashboards - Executive12

Linked directly to the Strategic Goals 2010 2015 University Strategic PlanHOT KEYS

Interactive Dashboards Executive - Drilldown13

SPREADSHEETPIE CHARTS REPORTSDelivery Method E-MAIL14

Delivery Method E-MAILCurrent Date: 02/12/2013Current Time: 10.00.01Report Path: Finance\Standard Reports\Management Reports\Distribution Reports\Budget (FGIBAVL) DistributionReport reflects prior day Banner data Winston-Salem State UniversityBanner FinanceMonth: FebruaryFiscal Year: 2013 Detail By Fund\Account

Fund

Fund Title

Acct

AccountTitle

Budgeted AuthorizedActual CurrentMonth

Actual Year-To-Date

Encumbrances/Reserves

AvailableBalance

% Of Budget

CommentFinancial Manager: Constance G Mallette Expenditures117037Financial Systems912000SPA Employee Salaries Pool(L4)223,195.00.00116,668.81.00106,526.1952.27%117037Financial Systems912700SPA Longevity Pay(L4).00.002,319.80.00-2,319.80.00%No Authorized Budget117037Financial Systems918100Social Security(L4)25,287.00.0013,670.37.0011,616.6354.06%117037Financial Systems918200State Retirement(L4)48,088.00.0026,263.86.0021,824.1454.62%117037Financial Systems918300Medical Insurance(L4)19,903.00.0010,816.50.009,086.5054.35%117037Financial Systems920000Supplies and Materials Pool(L4)3,300.00178.202,413.99.00886.0173.15%117037Financial Systems930000Current Services Pool(L4)6,000.00.00.00.006,000.00.00%117037Financial Systems931000Travel Pool(L4)1,505.00525.10621.42.00883.5841.29%117037Financial Systems932000Communications Pool(L4)7,000.00.003,645.61.003,354.3952.08%117037Financial Systems934000Printing Binding Pool(L4)2,100.00.00.24.002,099.76.01%117037Financial Systems950000Capital Outlay Pool(L4)195.00.00.00.00195.00.00%Total 117037448,993.00703.30241,998.91.00206,994.0953.90%Total Expenditures448,993.00703.30241,998.91.00206,994.0953.90%15-E-MAIL sent to Financial Manager-FGIBAVL-Distributed once per week

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Delivery Method E-MAILDelivery Method - PORTAL17

4TH QUARTER HOW TOSet-up E-mail (WebFOCUS Dynamic Distribution)

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Create Report in Developer Studio

194TH QUARTER HOW TO

Create an HTML for message.This will be displayed in body of emailCreate Distribution Procedure on the server i. e. PCHOLD file.

Set-up an Executive Dashboard/Portal

Begin with the End on Mind WHO, WHAT, WHEN, WHERE, HOWEstablish the basis for your data (Strategic Plan/Enrollment Data)Create a team of Experts from each Functional areaWhat is the most important information in your area?Allow the Unit to Tell their StoryDevelop reportsIdentify Placement Location/Delivery MethodInform Stakeholders that reports exist

204TH QUARTER HOW TO

POST GAME - QUESTION & ANSWERS

Thank You!Constance Mallette Director Process Improvement Reporting & Analysis 336-750-8643mallettec@wssu.eduWSSU CIAA FOOTBALL Champion 2 YEARS IN A ROW