UNIFIED REPORTING

Business Case Review

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Unified ReportingOVERVIEW: Emory University uses most of the PeopleSoft reporting functionality i.e. Query, nVision, SQR, Crystal Reports and BI Publisher. In addition, the Emory Business Intelligence (EBI) is another tool that the Compass users have available to them. The EBI tool is becoming the preferred method by which to retrieve data from Compass for campus end users.

When Compass went live in 2009, hundreds of queries, many nVision and Crystal/BI publisher reports were developed for users. In the ensuing years, many more have been added. Based upon comments from each Listening Tour session, users have expressed extreme frustration as to which query or report they should use to obtain the data or information they need.

Currently between the production and reporting databases there are:

16,073 Private Queries - 7,335 Users can create, modify and save private queries 2,694 Public Queries - 168 Users can create, modify and save public queries 636 nVision Report formats 121 Custom Emory reports (non-nVision)

RECOMMENDATION: The Reporting team’s approach for the upcoming upgrade is to: clean-up or archive the queries/reports no longer used; document the public queries/reports that are remaining; retrofit the remaining queries/reports for new PeopleSoft functionality or structure changes; then, create the new queries/reports needed to support the module business cases.

Owners

Overall Process & Policy Change Owners Belva White

Module Owners Larry Goldberg

Project Work Owners Tony DiPaola, Kathy Simmons, Todd Smith, Susan Cooper

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Unified ReportingImpacts

People • Increased ease-of-use and simplification. Documentation and catalog will be created for public queries and nVision reports to thoroughly describe each, document the criteria and the expected results.

• Private query count is expected to drop by 50% due to cleanup, as training on other tools improves, and as Public Queries are better cataloged.

Process • Query Manager will be limited to trained users.

• Private query count is expected to drop by 50% due to cleanup, as training on other tools improves, and as Public Queries are

better cataloged.

• Queries, nVision layouts, SQRs, EBI, etc. will be examined and possibly modified to account for updates to (1) SpeedType, (2) Projects

based upon years and (3) Funds for Federal and Non-Federal.

System • Increase in use of alternate tools including:

• There will be an increase in EBI tool usage.

• nVision: end goal of migrating Campus end users to EBI

• Crystal Reports used within Procure to Pay primarily and not widely used will be replaced with BI Publisher

Training • Training materials developed (Job Aids, Instructor-Led Training, webinars, Labs).

• Targeted Users will be trained in Query Manager Access.

• Interactive labs prior to cut-over.

• Users will be trained on how to use Reporting functionality as part of all module training courses.