Click here to view the Fiscal Officers Reporting Overview Presentation from May 29th, 2008 (PDF file)
Reporting Upgrade: A significant component of the financial system upgrade project will be the deployment of a newly designed Brio reporting dashboard that is accessible through the Work tab on NYU Home. Beginning with FY09 transactions, data will be accessible only through this new two-dimensional reporting environment, eReports will be phased out during the first half of FY09. The first dimension (Basic Financial Reporting) will contain a basic set of financial reports, comparable to eReports but with more robust functionality. The second dimension (Advanced Financial Reporting) will contain a series of data “views” from which users can create ad-hoc reports. For easy reference, a data dictionary, which provides a comprehensive explanation of all terms and views, will reside on the dashboard.
Basic Financial Reporting: A multimedia training approach will be offered to orient you to changes in accessing first dimension financial reports as well as introduce you to the Data Dictionary. Users will access the Brio Application through NYU Home for financial reporting beginning on 9/1/08. Users will be able to choose from a variety of training options, including a job aid, an online video presentation, and auditorium training sessions. The online video will be available by mid-August to walk users through the new “eReports like” reporting environment, with auditorium style classes commencing during the same period. Both will include an introduction to the new Data Dictionary.
Advanced Financial Reporting: A more comprehensive training solution has been designed for advanced Brio users within the second dimension of financial reporting. A three step training program has been developed to meet your training requirements.
- Views and Data Dictionary Training (This is a pre-requisite for step 2)
- Views functionality
- Data Dictionary – definitions, functionality
- In-class Report Building
- Building Queries
- Working with Query Results
- Building Pivots and Reports
- Creating Free-form Reports
- On-going Report Building Workshops
- Informal Working Sessions with Reporting Experts to refine your own reports
We are asking you to determine your own reporting needs to assure they are met in a timeframe that will satisfy your job requirements. The new reporting environment will be built by August, therefore, training will begin in mid-August and continue through at least October.