Finance Project Update Presentation by Nancy Middlebrook & Naren Tarikere

Presentation by Nancy Middlebrook and Naren Tarikere on the MyReports Finance Project Update, including agenda items like Hyperion Countdown, finance report conversion status, training opportunities, support resources, and user feedback channels.

• Finance Update
• Presentation
• Nancy Middlebrook
• Naren Tarikere
• Training

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1. MyReports Finance Project Update Presented by Nancy Middlebrook Naren Tarikere

2. Agenda Introduction Hyperion Countdown MyReports Finance Update Training Support / Help User Feedback Questions

3. Hyperion Countdown

4. MyReports Finance Update Report Conversion Update Go to http://myreportsinfo.unm.edu Finance Report Conversion Status Pending Reports (Hyperion Finance Production Folder) FRH0001&2 Grant Ledger Detail and Summary (QA testing) FBRHOO22 - UAP 7000 Deficit Compliance and Balance Reports (Report development in progress) FBRHOZ02 UAP7000 Reserve Categorization Reports FRH0004 - F&A Generated by PI FRH0005 - Closeout Workflow for Funds Ending on Contracts and Grants FBRHOZ01 Main and Branch Transfers Allocation

5. Training Published Report Users Introduction to the Finance MyReports Portal Job Aids Power Users Online Learning Central --> MyReports Writer - Finance (ONLINE COURSE FIN 200) InfoAssist Advanced Topics Instructor-Led Learning Central --> InfoAssist - Finance Report Writer Training (COURSE FIN 502) 2/20/2014 @ 9:00 AM (EOD Room 1019) 3/24/2014 @ 2:00 PM (EOD Room 1019) Send an email to fsm@unm.edu if you need additional classes by end of March

6. Support/Help Published Report Users Search https://fastinfo.unm.edu to find answers on Frequently Asked Questions. Email fsm@unm.edu if you need further help Power Users (Ad-hoc Report Writers) Refer to documentation and training videos on the project site http://myreportsinfo.unm.edu Pose a question on FocalPoint Discussion Forum and get answers from other InfoAssist report writers, encompasses IBI s customer base. Sign up for UNM s POWER_USERS-L listserv via https://list.unm.edu Subscribe to a list and pose a question to the list. Email fsm@unm.edu if you need further help

7. User Feedback Provide feedback or request enhancements to reports on our website http://fsm.unm.edu/forms.html --> Administrative Reporting Request Form

8. Questions?