Download - Fre overview
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Financial Reporting Environment (FRE)
Getting Started
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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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