InfoView Reports. Generating InfoView Reports at Columbia University. Training Guide

Transcription

1 InfView Reprts Generating InfView Reprts at Clumbia University Training Guide

2 I NTRODUCTION Intrductin The Purpse f this Training Guide The purpse f this training guide is t prvide yu with guidance fr accessing and generating InfView reprts. InfView Reprts Accessed via the Enterprise Reprting tab f myclumbia Available reprts based upn security access (e.g. DARTS, HR, SIS, etc.) I NFOV IEW R EPORTS G ENERATING I NFOV IEW R EPORTS AT C OLUMBIA U NIVERSITY INTRO-2

3 Table f Cntents Intrductin The Purpse f this Training Guide... Intr-2 Lessn 1: Clumbia University InfView Reprts The Purpse f this Lessn Lessn Learning Objectives Reprting at Clumbia University Hw t Generate an InfView Reprt Other myclumbia Prtal Links HR Manager Resurces Prtal Links ARC Prtal Reprting Links Manager Self-Service (MSS) Reprts Sample Reprt Queries-HR Data Reprts Frequently Asked Questins Key Learning Pints I NFOV IEW R EPORTS G ENERATING I NFOV IEW R EPORTS AT C OLUMBIA U NIVERSITY TOC-1

4 Clumbia University InfView Reprts The Purpse f this Lessn The purpse f this lessn is t review accessing the Clumbia University Enterprise Reprting site, accessing and navigating the applicatin used t generate InfView reprts and hw t view, save and print InfView reprts. Lessn Learning Objectives: At the end f this lessn, yu will be able t: Recall Reprting mechanisms used at Clumbia University Access and Navigate the Enterprise Reprting Sectin f myclumbia Access and Navigate the InfView Reprting Prtal Access, view, print and save InfView Reprts I NFOV IEW R EPORTS G ENERATING I NFOV IEW R EPORTS AT C OLUMBIA U NIVERSITY 1-1

5 Reprting at Clumbia University Clumbia University streamlines the reprting envirnments int tw repsitries: ARC and the University Data Stre (UDS). ARC prvides real-time access t financial data and the University Data Stre (UDS) is the data warehuse repsitry, where data frm ARC, PAC/LA, Student, and Histrical/Legacy system data is stred. Within the University Data Stre (UDS) are the Financial Data Stre (FDS), HR Data Stre (HRDS), Student Data Stre (SDS), Integrated Data Stre (IDS) and the Histrical Data Stre (HDS). Data in the University Data Stre is day ld data. That is, running a reprt tday displays infrmatin as f yesterday. Each cmpnent f the University Data Stre (UDS) cntains its wn suite f reprts. InfView reprts are a suite f reprts (e.g. HR, DARTS, and SIS) available t yu per yur security access and are accessible via the Enterprise Reprting sectin f myclumbia. InfView Reprts is the fcus f this lessn. The University Data Stre (UDS) is the data warehuse repsitry fr Clumbia University reprts. The UDS cntains the: Financial Data Stre HR Data Stre Student Data Stre Integrated Data Stre Histrical Data Stre I NFOV IEW R EPORTS G ENERATING I NFOV IEW R EPORTS AT C OLUMBIA U NIVERSITY 1-2

6 Hw t Generate an InfView Reprt Step by Step 1. Sign n t myclumbia 2. Click the Enterprise Reprting link 3. Click the Business Objects InfView Prtal link belw the Reprts sectin n the page 4. Navigate t the suite f reprts: Navigate>Dcument List >Public Flders>Open the flder fr the reprts, e.g. HR, DARTS, etc. 5. Access a reprt. Enter reprt parameters, if required 6. View the reprt 7. Save the reprt, if desired 8. Print the reprt, if needed Nte: This is a quick step by step guide, we will g thrugh each f these steps in detail. I NFOV IEW R EPORTS G ENERATING I NFOV IEW R EPORTS AT C OLUMBIA U NIVERSITY 1-3

7 Generate an InfView Reprt Step 1 Sign n t myclumbia/enterprise Reprting/Reprts Open yur web brwser Lg in t myclumbia t access the Reprting Prtal G t Click the Lg In Nw buttn Enter yur UNI and Passwrd Click the Lg In buttn Yu will be lgged int myclumbia, a user interface that brings tgether access t key infrmatin and services int ne cmmn place. I NFOV IEW R EPORTS G ENERATING I NFOV IEW R EPORTS AT C OLUMBIA U NIVERSITY 1-4

8 Generate an InfView Reprt, cnt. Step 2 Access the Enterprise Reprting Sectin f myclumbia Click the Enterprise Reprting link at the tp f the page Step 3 Access the InfView Reprts Click the My Business Objects InfView Reprts link belw the Reprts sectin n the page I NFOV IEW R EPORTS G ENERATING I NFOV IEW R EPORTS AT C OLUMBIA U NIVERSITY 1-5

9 Generate an InfView Reprt, cnt. Step 4 Lcate the suite f reprts Click n the Dcument List link under the Navigate sectin f the prtal This is the view f the reprting prtal. Items are gruped int tw sectins n the page. The first sectin n the left is the list f areas where yu can retrieve reprts. The secnd sectin is the actual listing f reprts. Click the plus sign next t the Public Flders link t expand the reprts types (available t yu per yur access) Click the flder fr the suite f reprts yu wuld like t see, e.g. DARTS, HR, Student Infrmatin Systems Once a reprt area is selected, e.g. HR, the listing f available reprts displays under the Title clumn. Example with DARTS and HR Reprts available Example with GSAS and HR Reprts available I NFOV IEW R EPORTS G ENERATING I NFOV IEW R EPORTS AT C OLUMBIA U NIVERSITY 1-6

10 Generate an InfView Reprt, cnt. Step 5 Access a reprt Once yu click n the flder fr the suite f reprts, all f the available reprts are displayed. T access a reprt, duble-click the reprt and the reprt displays. The reprts initially are displayed in HTML frmat and there are ptins t save the file in Excel, PDF r Cmma delimited if yu s chse. Duble-click n a reprt. Belw is an example f the HR Manager Reprts listing This is a guide n hw t dwnlad files int Excel Items may appear n multiple pages. If s, click the arrws t navigate The HR Manager Reprts appear. Duble click n any f the reprt lines t access the reprt I NFOV IEW R EPORTS G ENERATING I NFOV IEW R EPORTS AT C OLUMBIA U NIVERSITY 1-7

11 Generate an InfView Reprt, cnt. Step 6 Viewing a reprt Once a reprt is selected, it either displays the infrmatin as a chart n the page r it will ask yu t enter additinal parameters. Belw is an example f a reprt displaying infrmatin where n additinal parameters need t be entered. Each reprt als includes a Reprt Descriptin that prvides a brief descriptin f the reprt alng with the parameters selected, if applicable. Click the Reprt Descriptin link n the left hand menu t display the descriptin. Click the arrws t page thrugh reprts if there are multiple pages. Reprt example where data displays with additinal parameters entered. Nte: there is n data appearing in the reprt. Click the Reprt Descriptin link n the left hand menu t display the reprt descriptin and user entered parameters, if any. I NFOV IEW R EPORTS G ENERATING I NFOV IEW R EPORTS AT C OLUMBIA U NIVERSITY 1-8

12 Generate an InfView Reprt, cnt. Step 7 Saving a reprt Use the dcument drpdwn list t save the reprt t yur cmputer. Click the drp dwn arrw next t Dcument Select Save t my cmputer as Select the file type (e.g. Excel, PDF r CSV) Click Save Name the reprt and select the lcatin n yur cmputer t save it t Befre viewing, saving r printing a reprt, ensure that yur IE Brwser is set up t enable autmatic prmpting fr file dwnlads. Check this ptin is selected by bringing up yur Internet Explrer and fllwing the links: Tls-->Internet Optins--Security Tab-->Click n Custm Level-->Dwnlads-- > Enable the Autmatic prmpting fr file dwnlads. Click the Dcument drpdwn arrw t save the reprt Click Save t save the reprt t yur cmputer. Name the file and select the lcatin Select the file type I NFOV IEW R EPORTS G ENERATING I NFOV IEW R EPORTS AT C OLUMBIA U NIVERSITY 1-9

13 Generate an InfView Reprt, cnt. Step 8 Print a reprt Click n the Printer Icn n the menu bar. The utput frmat is PDF. Click the Printer icn t print a reprt Nte: if yu exprt the reprt int anther frmat such as Excel, yu may als print the reprt frm that frmat. Nte n the Refresh Data buttn On the screen is a Refresh Data buttn lcated n the right hand side f the tl. As University Data Stre reprts cntain day ld data, the infrmatin is updated nightly and clicking this buttn will nt return any newer results. I NFOV IEW R EPORTS G ENERATING I NFOV IEW R EPORTS AT C OLUMBIA U NIVERSITY 1-10

14 Other myclumbia Prtal Links Reprts exist in ther areas f myclumbia. Ntice when yu first lgged in, additinal links appears at the tp f the screen. Access t sites is dependent upn yur security authrizatin and thus which links appear fr yu. Each link prvides access t a specific prtal area. Let s explre the links t reprting areas within these ther sites. I NFOV IEW R EPORTS G ENERATING I NFOV IEW R EPORTS AT C OLUMBIA U NIVERSITY 1-11

15 Other myclumbia Prtal Links HR Manager Resurces Within the HR Manager Resurces sectin is a Reprts sectin MSS, Labr Accunting Reprts, HR Manager Reprts, Payrll Reprts and DARTS Reprts are accessed frm this page by clicking n thse specific links within the Reprts sectin n the page Click here t access reprts within the Manager Self-Service applicatin. Click here t access Labr Accunting reprts. Click here t access the HR Manager Reprts and the training guide and jb aid n hw t use HR Manager Reprts. Nte: The HR Manager Reprts are als accessible via the Enterprise Reprting link. Click here t access the Financial Data Stre Payrll Reprts. Click here t access DARTS. Nte: DARTS Reprts are als accessible via the Enterprise Reprting and ARC links. I NFOV IEW R EPORTS G ENERATING I NFOV IEW R EPORTS AT C OLUMBIA U NIVERSITY 1-12

16 Other myclumbia Prtal Links ARC Within the ARC sectin is a Reprts sectin that prvides real-time access t financial data. There is als a Legacy Reprting sectin The Reprting Quick Links sectin prvides access t real-time financial reprts. The Legacy Reprting sectin prvides access t DARTS and ther Legacy Reprts I NFOV IEW R EPORTS G ENERATING I NFOV IEW R EPORTS AT C OLUMBIA U NIVERSITY 1-13

17 Manager Self-Service (MSS) Reprts In additin t the reprting repsitries, there is a prductin site within the PAC Manager Self-Service mdule where yu can generate Manager Self-Service (MSS) Reprts. MSS reprts prvide detail n Persnnel Actins as well as Earnings and Payrll Infrmatin in a Department r Emplyee view. Once yu lg in t the Manager Self-Service Reprts prtal n myclumbia, navigate t Manager Reprts within the Manager Self-Service PAC Menu. Access t MSS Reprts is prvided t the fllwing PAC rles: Manager Self-Service Management Reprter Refer t the Manager Self-Service Training Guide fr infrmatin n generating these reprts. PAC Prductin Envirnment: Manager Self-Service Reprts Navigate t Manager Self Service Reprts Click n Manager Self Service > Manager Reprts > Manager SS Reprts frm the PAC Menu Access Persnnel Actin, Emplyee and Department Payrll and Earnings Reprts here I NFOV IEW R EPORTS G ENERATING I NFOV IEW R EPORTS AT C OLUMBIA U NIVERSITY 1-14

18 Sample Reprt Queries - HR Manager Reprts Let s review reprt samples using HR Manager Reprts. We will review a reprt where user entered parameters are nt required (Active Psitin Reprt) and where they are required (Pst-Dc Demgraphic Reprt). I NFOV IEW R EPORTS G ENERATING I NFOV IEW R EPORTS AT C OLUMBIA U NIVERSITY 1-15

19 Active Psitins Reprt Reprt Descriptin This reprt displays all active University psitins that are vacant r filled. Reprt Use This reprt is useful t see all f the pen psitins in a department. In this versin, yu will nt see the names f the emplyees wh ccupy the psitins. Psitin numbers can be btained which are needed when entering a new hire in the Template-Based Hire applicatin. It als helps if yu need t reclassify a psitin. Nte: wrk with yur HR Client Manager when discussing psitin changes. Reprt Parameters This reprt des nt require entry f additinal parameters. Reprt Results The reprt results shw: Psitin Number Psitin Descriptin Jb Cde Department ID Grade Max Head Cunt Head Cunt Full/Part Time Std Hurs Wrk Lcatin I NFOV IEW R EPORTS G ENERATING I NFOV IEW R EPORTS AT C OLUMBIA U NIVERSITY 1-16

20 Pst-Dcs Demgraphic Reprt Reprt Descriptin This reprt displays demgraphic data fr all first time pst-dcs by department and title effective date. Reprt Use This reprt is useful t btain pst-dc data. Reprt Parameters This reprt des require additinal infrmatin t be entered. Belw is a screen print f the selectin screen. This reprt requires three prmpts t be entered. Click n each value t select and then click n the Run Query buttn n the bttm f the screen. Department Range (Begin) Department Range (End) After Title Effective Date Department Range (Begin & End): In this reprt, the department numbers must be entered. Click n the Department Range (Start) and Department Range (End) lines n the tp f the screen. After clicking each line, enter the seven-digit department number in the text bx in the middle f the screen. If yu use the Default settings ( ) and ( ) yu will get all yur departments and assciated infrmatin. Nte: When selecting r entering department numbers fr dates prir t July 16, 2012, use the department number structure in use at that time, e.g When selecting r entering department numbers fr dates pst July 16, 2012, use the department number structure currently in use, e.g X. I NFOV IEW R EPORTS G ENERATING I NFOV IEW R EPORTS AT C OLUMBIA U NIVERSITY 1-17

21 Pst-Dcs Demgraphic Reprt, cnt. After Title Effective Date: Click n the After Title Effective Date line n the tp f the screen. After clicking this line, click the calendar icn t the right hand side f the text bx in the middle f the screen t display the calendar. Frm there, click n the arrws in the calendar t navigate t the date. Click n the day in the mnth and year and the date will appear. Select/enter a value fr each prmpt Click Run Query t prduce the reprt Reprt Results The reprt results shw: Name UNI Administrative Department Name Title Title Effective Date Year Mnth I NFOV IEW R EPORTS G ENERATING I NFOV IEW R EPORTS AT C OLUMBIA U NIVERSITY 1-18

22 Frequently Asked Questins InfView Reprts Reprts What Reprts are Available? There are several suites f reprts available t yu based upn yur security access, e.g. HR, DARTS, and SIS. Hw d I access the Reprts? Thrugh myclumbia. myclumbia>enterprise Reprting>Reprts>Business Objects InfView Prtal. Supprt Wh d I cntact if I have questins? Submit an electrnic inquiry t the PAC Service Center via Service Nw - r yu may als cntact them at What training tls are available t me and hw d I access them? Training fr the HR Manager Suite f Reprts is ffered as part f the MSS Training classes held at Studebaker. T sign up fr a sessin r t view training materials and infrmatin, visit the Human Resurces website s Transactin Infrmatin Guide/PAC Resurces webpage at Fr infrmatin n DARTS reprts, visit the Finance Gateway at Hw d I crrect infrmatin appearing in a reprt? Fr HR data and t crrect persnal r psitin data fr an emplyee, please cmplete a PAF frm and submit it thrugh nrmal channels. Fr guidance r emergency actin please cntact the PAC Service Center at Fr ther inquiries, cntact the PAC Service Center. I NFOV IEW R EPORTS G ENERATING I NFOV IEW R EPORTS AT C OLUMBIA U NIVERSITY 1-19

23 Key Learning Pints The University Data Stre (UDS) is the data warehuse repsitry, where data frm ARC, PAC, and Labr Accunting, Student, and Histrical/Legacy system data is stred InfView reprts are a suite f reprts (e.g. HR, DARTS, SIS) available t yu per yur security access and are accessible via the Enterprise Reprting sectin f myclumbia The data in the InfView reprts is day ld data Multiple pages f data can be listed. Click the arrws n the tp f the reprt t view additinal pages f data Data can be saved in an Excel frmat fr easy filtering and srting Access t data is restricted t the apprved department access in yur security prfile When selecting r entering department numbers fr dates prir t July 16, 2012, use the department number structure in use at that time, e.g When selecting r entering department numbers fr dates pst July 16, 2012, use the department number structure currently in use, e.g X I NFOV IEW R EPORTS G ENERATING I NFOV IEW R EPORTS AT C OLUMBIA U NIVERSITY 1-20