fre overview

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Georgetown University Financial Reporting Environment (FRE) Getting Started

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Page 1: Fre overview

Georgetown University

Financial Reporting Environment (FRE)

Getting Started

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Georgetown University

Purpose of FRE

Comprehensive financial reporting environment

– Financial Access+ reports

– Many PeopleSoft financials reports

– Finaff reporting services reports (Wayne Mircoff’s)

Enhanced reporting options

Environment where development of reports does not require significant UIS support

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How to access FRE

Install VPN

Configure internet for FRE extracts

Login to VPN

Login to FRE

Navigate to Reports

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Install and Login to VPN

Install VPN

https://guvpn.georgetown.edu

Internet Configuration

Follow internet configuration instructions to set up FRE for Excel extracts. http://www9.georgetown.edu/finaff/FMS/FREprocedures.html

Issues

Contact the UIS Help Desk at 202-687-4949 or [email protected]

Login

Login to VPN with NETID and Password.

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Login to FRELogin to Cognos with NetID and Password

i. Open Internet Explorer

ii. Enter https://gureports.georgetown.edu or use link available on Finaff home page

https://gureports.georgetown.edu

Make sure the URL begins with https

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Navigate to Reports

1 - Click on IBM Cognos content 2 - Click on Finance

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Navigate to Reports

Report Folders

Report Glossary

•Shows all reports

•Parameters that you can use to run/filter the report

•Folder where the report is located

•Columns (data) that are displayed in each report

•Definition of each column

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Select a Report

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Parameters/Prompts There are two types of prompts “Required” and “Optional”

All “Required” prompts must be chosen to run reports.

All “Required” prompts have an orange star indicating “Required.”

Select desired fiscal year, accounting period, status, and cost center

When all required prompts have been selected click the ‘Run Report’ button

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Cost Center Search Options

The search option gives context to the search criteria (Example – Selecting Project PI will bring back only Project PI information any other information will be an error)

Search Criteria is the actual search term entered to search for a cost center. (Examples – RX - returns all cost centers that start with RX, GX Biology – returns all GX cost centers that have a description called ‘Biology’)

This area shows all the cost center(s) based on your search options and search criteria. The search results are limited to 100 records for optimized functioning.

Use the Ctrl key to select multiple cost centers.

Cost Center(s) from search results will need to be inserted into this area to run report

Default Search Method – looks for the first few letters to search for a cost center as shown in above example 1.

Setting the search method to “Contains all these keywords” will help in searching for cost centers as shown in the GX Biology example above.

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Report Layout

Selected parameters Run time informationAdditional pagesReturn to Prompt Page with prompts preserved

Return to report folderRender report in PDF or Excel

Use Excel Format to preserve formatUse CSV Format for data only

Drill Through

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Commonly Used Toolbar icons

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Home Takes you back to main finance menu

Return Takes you back to the folder menu

Run Brings up the prompt page to re-run the report

View in HTML Format

Select an alternate view – HTML, PDF, XML, Excel – including CSV format

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Drill Down / Drill ThroughDrill Down/ Drill Through - hyperlinks on a summary report that allow to expand into details.

CSR Summary /

Detail

CSR ProjectCSR

Program Project

Payroll Journal Activity

Non-Payroll Journal Activity

Payroll Encumb-rances

Open Purchase

Orders

Payroll MasterlistCurrent Month Actuals

Payroll Expenses

Current Month Actuals Revenue and

Non-Payroll Expenses

CommitmentsPayroll Expenses

CommitmentsNon-Payroll Expenses

Employee ID

Cost Center

Financial Summary

No Page BreaksAll Cost Centers

All Activity

Award ID Starts with PP

Drill DownCampus

SchoolDivision

DepartmentProgram

Cost Center

Current Payroll Data

Public Folders > Finance

PC, PE, PJ, RX

Current Period andFiscal Year

CurrentPeriod and Fiscal YearDoes not

include fringe detail

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Drill through

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Click on amount highlighted in “blue” to drill through to detail. When detail review is

complete click ‘x’ in top right corner of detail

report to close it.

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User Guides Visit the FRE Procedures web page for additional information and

individual report user guides

http://www9.georgetown.edu/finaff/FMS/FREprocedures.html

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