Post on 20-Dec-2015
ConnectNDConnectNDNDUS Financials UpdateNDUS Financials Update
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3-4-043-4-04
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AgendaAgenda
ReportingReporting TrainingTraining QuestionsQuestions
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Reporting in PeopleSoftReporting in PeopleSoft Inquiry PagesInquiry Pages QueriesQueries
DeliveredDelivered CustomCustom
Reports Reports CrystalCrystal SQRSQR nVisionnVision
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Delivered QueriesDelivered Queries Many delivered queries provide the Many delivered queries provide the
basis for Crystal Reportsbasis for Crystal Reports Crystal provides formattingCrystal provides formatting
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Custom QueriesCustom Queries Custom queries can be either public Custom queries can be either public
or privateor private Public queries can be used by anyonePublic queries can be used by anyone Private queries are for my own usePrivate queries are for my own use
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Crystal ReportsCrystal Reports Crystal is used to format data from Crystal is used to format data from
queries queries Public queries can be used by anyonePublic queries can be used by anyone Private queries are for my own usePrivate queries are for my own use
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SQR ReportsSQR Reports SQR reports are similar to reports in SQR reports are similar to reports in
our current systemour current system Written by programmersWritten by programmers More stuffMore stuff ““Just the facts ma’am”Just the facts ma’am”
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nVision ReportsnVision Reports nVision is a tool that allows Excel to nVision is a tool that allows Excel to
interact directly with the databaseinteract directly with the database Takes advantage of the features of ExcelTakes advantage of the features of Excel Data doesn’t have to be keyedData doesn’t have to be keyed
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How will I be trained?How will I be trained? Training will be appropriate to your Training will be appropriate to your
needsneeds ““Accounts payable office”Accounts payable office”
Need training in voucher types, voucher entry, Need training in voucher types, voucher entry, budget checking, payment processing, posting, budget checking, payment processing, posting, etc.etc.
Intensive 2-3 day in-person courseIntensive 2-3 day in-person course
Departmental usersDepartmental users May only need to know how to enter and May only need to know how to enter and
budget check vouchersbudget check vouchers 1-2 hour course (could be in person, WebEx, IVN, etc.)1-2 hour course (could be in person, WebEx, IVN, etc.)
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When will I be trained?When will I be trained?
Most users will be “Just in time”Most users will be “Just in time” Near go-live (June and early July)Near go-live (June and early July)
Some core users will begin “training” Some core users will begin “training” as they help us test the system over as they help us test the system over the next three monthsthe next three months Rely on these people to help support Rely on these people to help support
others on their campusesothers on their campuses
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Why can’t I be trained Why can’t I be trained sooner?sooner?
Training as close as possible to go Training as close as possible to go live is more effectivelive is more effective If we trained users today, much of If we trained users today, much of
what’s learned would need to be re-what’s learned would need to be re-learned in Julylearned in July
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What can I do now?What can I do now?
Make sure you have basic skillsMake sure you have basic skills Know how to navigate in a web browserKnow how to navigate in a web browser Know how to work with data in ExcelKnow how to work with data in Excel
Sort, subtotal, etc.Sort, subtotal, etc. Take free PeopleSoft navigation coursesTake free PeopleSoft navigation courses
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What happens when I get What happens when I get back to my office?back to my office?
You will have:You will have: Training manualsTraining manuals Reference guidesReference guides Process flowsProcess flows Help DeskHelp Desk