16
KFS Brown Bag Reporting Wednesday – July 17 th , 2013 12:00 – 1:00 pm McKeldin Library Special Events Room 6137

KFS Brown Bag Reporting

  • Upload
    nami

  • View
    44

  • Download
    5

Embed Size (px)

DESCRIPTION

KFS Brown Bag Reporting. Wednesday – July 17 th , 2013 12:00 – 1:00 pm McKeldin Library Special Events Room 6137. Welcome and Introductions. Please welcome some of our KFS Reporting Team Members - . Shaun Fleming Reporting, UMCP. Simran Nirh Reporting Partner Lead, Navigator - PowerPoint PPT Presentation

Citation preview

Page 1: KFS Brown Bag Reporting

KFS Brown BagReporting

Wednesday – July 17th, 201312:00 – 1:00 pm

McKeldin Library Special Events Room 6137

Page 2: KFS Brown Bag Reporting

2

Welcome and Introductions

Please welcome some of our KFS Reporting Team Members -

• Shaun FlemingReporting, UMCP

• Simran NirhReporting Partner Lead, Navigator

• Javier EscobarReporting Partner, Business Analyst, Navigator

Contact us at [email protected]

Page 3: KFS Brown Bag Reporting

3

ObjectivesWe have three main objectives for today:

1. Provide a general overview on KFS Reporting.

2. Describe the standard layout for reports and the mechanics of running a report.

3. Answer any questions relating to reports.

Contact us at [email protected]

Page 4: KFS Brown Bag Reporting

4

KFS REPORTING GOAL

Contact us at [email protected]

KFS Reporting is divided into phases:

• The first phase is to provide FRS Web equivalent reports when KFS goes live on November 4th, 2013.• 36 different reports, along with their drill downs, will be available. Similar to FRS Web,

these reports are grouped by organizational levels (Division, Department, etc.) and at the Account level.

• Subsequent phases will be driven by a Functional Reporting group that is made up of individuals from multiple departments.

Page 5: KFS Brown Bag Reporting

Contact us at [email protected] 5

There are three key components used in the creation of reports:

• The KFS system has over 800 database tables that are used to store and process financial data.

• A product called IBM DataStage which will access the KFS data and load it into a report-friendly structure.

• A tool called Jasper Reports Server will be used to run reports.

KFS REPORTINGREPORTING TOOLS

Page 6: KFS Brown Bag Reporting

6

KFS REPORTINGREPORTING TOOLS

Contact us at [email protected]

Page 7: KFS Brown Bag Reporting

7

KFS REPORTINGREPORT CATEGORIES

There are five categories of reports:

1. Enterprise – reports that are used by the campus business community. These are reports similar to what is currently on FRS Web.

2. Central – reports that used by the Comptroller’s Office.3. Control – reports produced from the nightly KFS Batch processes.4. Downloads – Financial downloads5. Historical – FRS Web, FAS Web, PRO Web.

Access to these reports are from the KFS Reporting Menu. The menu and reports are protected by the University of Maryland’s Central Authentication Service (CAS). You will use your University Directory userid and password to login.

Contact us at [email protected]

Page 8: KFS Brown Bag Reporting

8

KFS REPORTINGLOGIN PAGE

Contact us at [email protected]

Page 9: KFS Brown Bag Reporting

9

KFS REPORTINGREPORT MENU

Contact us at [email protected]

Page 10: KFS Brown Bag Reporting

10

KFS REPORTINGREPORT MENU

Contact us at [email protected]

Page 11: KFS Brown Bag Reporting

11

KFS REPORTINGRUNNING A REPORT

Contact us at [email protected]

Page 12: KFS Brown Bag Reporting

12

KFS REPORTINGRUNNING A REPORT

Contact us at [email protected]

Page 13: KFS Brown Bag Reporting

13

QUESTIONS?

Contact us at [email protected]

Page 14: KFS Brown Bag Reporting

14

May 8, 2013 – KFS Contracts and Grants May 22, 2013 – KFS Capital Assets June 5, 2013 – KFS Receiving and Invoices July 17, 2013 – KFS Reporting July 31, 2013 – KFS Reporting August 14, 2013 – KFS – What about Training? August 28, 2013 – KFS Internal Billing September 4, 2013 – What is KFS and why are we doing it now? September 11, 2013 – KFS – What about Training? September 18, 2013 – KFS Requisitions October 2, 2013 – Labor Distribution and Preparation of Salary

Transfers October 16, 2013 – KFS – What to Expect at Go Live

Contact us at [email protected]

KFS Brown Bag Series

All meetings are scheduled from 12 – 1 pm in 6137 McKeldin Library** Dates, locations and topics subject to change

Here is the new schedule for the KFS Brown Bag Series!

Page 15: KFS Brown Bag Reporting

15

For more information on KFS and for the latest Brown Bag Schedule:

Contact us at [email protected]

… Check out updates to the VPAF KFS page …

http://vpaf.umd.edu/kuali/index.html

Page 16: KFS Brown Bag Reporting

16

For additional information regarding this presentation, please contact:

Shaun Fleming (301) – 405-1081 [email protected]

Contact us at [email protected]

Contact Us

THANK YOU FOR ATTENDING TODAY!

KFS (301) – 405-3020 [email protected]