Introduction to Standard Reporting: The Transition from eReports

Introduction to Standard Reporting: The Transition from eReports updated Sept. 2, 2008 (Presentation PDF 1.31MB)
Report Matrix (PDF 29kB)
Mac Users Brio Reporting Solution (PDF 18kB)

The upgrade of PeopleSoft financials from v7.5 to v9.0 is scheduled to go live on September 1, 2008 (starting with FY09 transactions), along with the launch of an improved reporting environment. A significant component of the upgraded financial reporting environment is 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 Brio reporting environment; and eReports will be phased out with a target retirement of November 2008.

The Brio reporting environment is two-dimensional. The first dimension is Basic Financial Reporting, which contains a basic set of financial reports (comparable to eReports, but with more robust functionality). The second dimension is Advanced Financial Reporting, which contains a series of data "views" from which users can create ad hoc reports. A data dictionary will reside on the dashboard for easy reference to an explanation of all terms and views.

Beginning September 1, 2008, Brio will be your exclusive reporting tool, replacing eReports and enhancing your ongoing operations. Here is some important information to know about the switch to Brio:

• Brio will be accessible through the NYU Homepage for all users beginning September 1, 2008
• Beginning with FY09 transactions, data will be accessible only through the Brio reporting environment
  
• eReports will be available for historical reporting (8/31/08 and prior) through November 2008, at which time eReports will be retired and historical data will be available through the new reporting environment
  
• A set of twenty standard brio queries will be available to streamline your reporting
  
• Ad hoc reports, queries, and pivot tables can be created and run in Brio
  
• A custom analysis feature will also be available at this basic level
  

Introduction to Standard Reporting: The Transition from eReports

To help facilitate your transition to Brio, we are offering the entire reporting community basic training to orient you to changes in accessing and running standard financial reports. This training will be available for all users in multiple methods. We realize that there are a variety of preferences that our community has when it comes to learning. Therefore, you are welcome to take advantage of any or all of the methods of training listed below.

In addition to the above delivery methods, all users will receive the following guides via email:

Auditorium Session Registration Requirements

In order to attend an auditorium session in August, you must personally register online. Session locations are listed on the registration page. Registration for September and October sessions will be conducted at a later date.
1. Go to http://www.nyu.edu/financial.services/cdv/training-pgR
2. Select the session of your preference by clicking the "Register" button next to that session
3. Check for an email from FSUP@nyu.edu confirming your registration
Note: if you do not receive a confirmation email within three days of registration, please contact FSUP@nyu.edu indicating your session choice
4. Attend the session you registered for at the set date and time

Please note: If you currently have access to eReports, your access will be automatically transferred over to the Brio application. If you do not currently have access to either eReports or Brio, you will need to fill out the Security Authorization Form, which can be obtained at www.nyu.edu/financial.services/cdv/pdf/fameaccess.pdf.

For additional information and questions about training, please contact the Financial System Upgrade Project at FSUP@nyu.edu.