Location of Reports
Contents
1. ar oe ee Sep ee E Activity Planning Child Detail Report Financial Reporti 2 21 08 5 02 PM Child Detail Report For Activity Plar ES Activity Planning Detail Report peapea E Open In Hil Bottom Line Funding Financial Rex ES CY Budget vs PY Budget Divisions Financial Ref 8 Funding Planning Detail Report Financial Re subscribe E mail Link stail Report For Funding Planning Add to Favorites 5 Level Two Funding Report Financial Ref vel Two Funding Current Year E Refresh 23 NatClass By Funding Planning Det Financial Rey etail Report for MatClass By Fund Save as an Excel File You can export a report to an Excel file so you can perform additional calculations on the report data For example you can export the Bottom Line Funding report and then generate subtotals for your organizations To export a report as an Excel file 1 From the Hyperion File menu choose Export gt Excel gt Fully Formatted Grids and Text Favorites Tools Help E fi P Explore rm F wo E gt Tuy Te th ic runding e ee ee ip EG OTLOM L E ILL na b jy Entity E ZO Excel Fully Formatted Grids and Text Word Query Ready Grids and Text 2 If the Information Bar alert message appears click OK to acknowledge it Information Bar xi Did you notice the Information Bar The Information Bar alerts you when Internet Explorer blacks a pop up window or file download tha2. Planning and Budget Reports User Manual Dartmouth College March 2008 Table of Contents OVER MW ttt aS clean thet a Niadmci mana a Sauna deneaaencaetadeseeaaaeee ans 3 Location OF REDO Sosa say ots nacoseecucusesaacen ver E A AARAA 4 VVOFKING WIA REDONIS sinises a a a aaa a aaa aan 5 PRURIAING a ODOM aseainena aaa a aa aa 5 NaVIgaliNng With LADS siora ci 5 Responding to Prompts rs 5 PDE PROV Winter id 9 Save ds an Excel Plena is 10 Set User PONTOT VIEW ia adidas 11 Change Point Of ViGW src iii E iia 13 A 13 a nn PP Aa UA E A iadaaa 13 AVallable TROD OPUS imi A 15 Hyperion Planning Reports Overview The Hyperion Planning and Budget Reports provide a variety of reports that allow you to examine your budget data to see how well you are meeting your targets These reports are available only to those individuals who have access to the Hyperion Planning Workspace The reports are not run from the Reports Home Page where you run financial reports on the general ledger but rather from a folder dedicated to Planning and Budget reports This manual shows you where the reports are located and how to use the interface to generate the reports you want Because you run the reports within the same Workspace as Planning you can move back and forth between your web forms and your reports It is important to remember that once you save your data you must run the business rules to recalculate your totals before you will see the new tota
3. Ed pL RL RELATED LEGAL ENTITIES Arig tp TO TRUSTEES OF DARTMOUTH COLLEGE HA ti Ti CONSOLIDATED Eu 13 T3 COLLEGE SE cr C1 COLLEGE ONLY ae 20 College Only Bal ce C2 AUXILIARY Ma Mer 21 Auxiliary wy Pez 22 Rassias Foundation dy E23 23 University Press of New England Eig Ts TS PROFESSIONAL SCHOOLS Ast ea El DARTMOUTH MEDICAL SCHOOL oe dy E 30 30 Dartmouth Medical School Once you have completed your responses to the prompts click OK to run the report Respond to Prompts The following prompts have been defined in the report You may use the default values shown or select other members Prompt Selection Type Source Enter Entity Feo E EF Report Report Acteity Planning Detail Report Grid Gridi Enter Organization eres By Report Report Actvity Planning Detail m Report Grid Gridi Enter SubdActivity se A J Report Report Actvity Planning Detail E Report Grid Gridi OK The report appears on a new tab This is an example of the Planning by Activity Detail report For each activity all the natural classes and fundings are rolled up to the top level to give you the summary of the budgeted total the remaining target and last year s actuals 8 3 26 2008 Hyperion Planning Reports Navigate v File View Favorites Tips Tasks Tools Help f E AA E B E HTML Preview J PDF Preview pRefresh PyRespond to Prompts Tips Prompts Previewing User POV Entity 20 College
4. NET ASSETS RELEASED FR RESTRICTION All Fundings 4ll Fundings CAS RESTRICTED REVENUE TRANSFERS All Fundings 4ll Fundings D497 RESTRICTED REVENUE TRANSFERS All Fundings All Fundings E49 RESTRICTED REVENUE TRANSFERS All Fundings 4ll Fundings 4971 0P5 REST REY TRASF From Temp Restret All Funding All Fundings You can also click on the arrows next to Year Total in the column headers to expand your view of the data by quarter and again by month POS earl otal Tear otal Budget NOTE The ability to drill down into a hierarchy or expand the view by quarter or month is intended for analysis purposes only Such views are not designed to be printed and will likely present legibility issues if you try to print them 14 3 26 2008 Hyperion Planning Reports Available Reports This section lists the reports available what data they contain and which prompts you need to complete to view the reports Bottom Line Current Year Budget vs Current Year Targets for Fiscal year and period Funding bottom line funding for all your orgs YearTotal quarters months You must also set your User Point of View CY Budget vs PY Variance data both and between current year Entity child or parent Budget budget and planning year budget for all your Orgs within a selected Entity Level Two Current year budget vs current year target data for Fiscal year and period Funding current use gifts designated and endowment YearTotal quar
5. Only Dartmouth College Planning By Activity Detail Organization 408 Graduate Studies SubActivity 5 0000 Fyo Year ota Budget Remaining Targe ee eo ee 117202 45 Grad Professional Development gt All NatClass All NatClass gt All Fundings All Fundings 174 17 Por 117251 45 NAS Dissertation Fellows gt All NatClass All NatClass gt All Fundings All Fundings 1 128502 45 Leadership Alliance gt All NatClass All NatClass gt All Fundings All Fundings 187 18 238013 45 Graduate Administration gt All NatClass All NatClass All Fundings All Fundings 1 238014 45 Graduate Career Services gt All NatClass All NatClass gt All Fundings All Fundings 1 238015 4S Graduate Diversity Recruiter gt All NatClass All NatClass All Fundings All Fundinas 1 239000 45 Admissions Student Recruitment gt All NatClass All NatClass All Fundings All Fundings 1 239200 45 Commencement gt All NatClass All NatClass gt All Fundings All Fundings 1 y 239451 45 Graduate Alumni Affairs gt All NatClass All NatClass gt All Fundings All Fundings 700 70I 239452 45 Graduate Student Events gt All NatClass All NatClass gt All Fundings All Fundings 90 9I 245701 45 Masters Lectures and Symposia gt All NatClass All NatClass gt All Fundings All Fundings 1 249801 45 Visiting Scholars Professionals gt All NatClass All NatClass gt All Fundings All Fundings 1 325001 45 Grad Annual Fund gt All NatClass All NatClass All Fundin
6. 9 24 AM Detail Report for MatClass By Funding Planning 5 NatClass Planning Detail Report Financial Reporti 2 26 08 9 24 AM Detail Report for MatClass Planning Ed Planning and Budget These reports and the link to the Reports Home Page all appear on the Explore tab BF Explore I EA Whenever you need to run a report go to this tab If the Explore tab 1s not visible open 1t by choosing Navigate gt Explore 4 3 26 2008 Hyperion Planning Reports Working with Reports Running a Report To run a report double click on its name Respond to the prompts that appear to specify what data you want to examine The report then appears in a new tab The tab is named for the report you chose A new tab also opens if you open the Planning Workspace to edit forms or if you open a financial report on the Reports Home Page general ledger reports Navigating with Tabs To move to another planning report web form or financial report click the corresponding tab To close a report right click on the tab and select Close from the pop up menu You can also choose Close Current from the File menu Open Maximize Ctrl 1 Close Others Close All Properties 2 Funding F Help Responding to Prompts When you run a report a Respond to Prompts window opens asking you to specify which set of data to view The prompts that appear depend on the type of report you request For the Bottom Line Funding and Level Two
7. Funding reports you are prompted for a fiscal year and period as shown here Respond to Prompts The following prompts have been defined in the report You may use the default values shown or select other members Prompt Selection Type Source SELECT fear POS a EF Report Report Overall Funding Report Grid Gridi SELECT Period eae Taba a EF Report Report Overall Funding Report m Grid Gridi OKI Cancel 5 3 26 2008 Hyperion Planning Reports NOTE The very first time you run either the Bottom Line Funding or Level Two Funding reports you will get an error You must then set your user point of view to successfully run the report See the section Set User Point of View on page 10 for these instructions For other reports you are prompted for the Entity Org and SubActivity as shown here Respond to Prompts The following prompts have been defined in the report You may use the default values shown or select other members Prompt Selection Type Source Enter Entity All Entities a E Report Report NatClass Planning E Detail Report Grid Gridi Enter Organization all Orgs a EB Report Report NatClass Planning Detail Report i Grid Gridi Enter SubActivity all Subdctivities BA Report Report NatClass Planning m Detail Report Grid Gridi ok cance Other reports may present different prompts but they all follow the same structure To make a selection for each of the prompts you
8. ailable Entity 1 14 of 14 selected 1of1 Find Mame gt Mo M Use wildcards Rows Per Page zo sl ag a Rows Per Page 20 Mame Mame Default a WY all Entities E O Entity Hia call Panties All Entities All Entities Eu pi RL RELATED LEGAL ENTITIES MS To TD TRUSTEES OF DARTMOUTH COLLEGE i BHN Ti CONSOLIDATED a ME T3 COLLEGE i HBc C1 COLLEGE ONLY E ea ean 20 College Only of HN C2 AUXILIARY cee rs TS PROFESSIONAL SCHOOLS Aor T AFFILIATED NONPROFITS Hyg YG AGENCY E Fim Mon Entity Ed Substitution Variables Ok Cancel Use the EN icon to move your choice to the Selected column on the right Since you can only select a single value make sure you use the EN icon to remove the default value before you click OK You can click the Bl icon to expand the entire hierarchy down to the child level NOTE The Respond to Prompts window can only display a total of twenty lines If you expand the hierarchy so that more than twenty lines appear in the window arrows appear at the top of the window providing a way to view the rest of the hierarchy 7 3 26 2008 Hyperion Planning Reports Respond to Prompts Members Available Entity 1 20 of 23 31 Total o gt selected 1of1 Find Name 8 M Use wildcards Rows Per Page 0 Z i g Name T 41 ly Rows Per Page 20 m da HEME Default J All Entities E O Entity El 7 all Entities All Entities All Entities dl PM Training Entities
9. can either enter your choice directly in the Selection field or click the magnifying glass icon BA beside the field to choose a value from the hierarchy If you enter your choice directly make sure you start the choice with the appropriate prefix That is E before the entity value O before the Org value and S before the SubActivity value For example enter E 20 to select the entity for College Only For each prompt choose only one value The system will not prevent you from entering multiple values but the report will not break down the data by org You can enter a parent level value such as DOF the value for Dean of Faculty for organization This report would produce aggregate totals for all the orgs under that parent across the hierarchy It would not produce separate sets of data for each org within that parent however If you use the magnifying glass to choose a value from the hierarchy a new window appears For example this window appears if you select the magnifying glass next to the Entity field Respond to Prompts Members Available Entity 1 2 of 2 selected 1 of 1 Find Name BA Use wildcards Rows Per Page zo at Ad Rows Per Page 20 7 EJ Mame Mame Default WY All Entities 457 Entity 23 Substitution Variables OK Cancel 6 3 26 2008 Hyperion Planning Reports You can open folders in the hierarchy to find and select the value you want to specify Respond to Prompts Members Av
10. gs All Fundings 1 387502 45 Graduate Student Research gt All NatClass All NatClass gt All Fundings All Fundings HZERO HZERC 412501 45 Comp Lit Masters Financial Aid gt All NatClass All NatClass gt All Fundings All Fundings 1 412505 45 Music Masters Financial Aid gt All NatClass All NatClass gt All Fundings All Fundings 1 411503 45 Grad Stipends GSO gt All NatClass All NatClass gt All Fundings All Fundings 1 411504 45 Grad Stipends BIOL gt All NatClass All NatClass All Fundings All Fundings 1 411505 45 Grad Stipends CHEM gt All NatClass All NatClass gt All Fundings All Fundings 1 411506 45 Grad Stipends COSC gt All NatClass All NatClass gt All Fundings All Fundings 1 411507 45 Grad Stipends EARS gt All NatClass All NatClass gt All Fundings All Fundings 411508 45 Grad Stipends EEES gt All NatClass All NatClass gt All Fundings All Fundings 1 411509 45 Grad Stipends MATH gt All NatClass All NatClass gt All Fundings All Fundings 1 411510 45 Grad Stipends MCB gt All NatClass All NatClass gt All Fundings All Fundings 1 411511 45 Grad Stipends PBS gt All NatClass All NatClass gt All Fundings All Fundings 1 41151245 Grad Stipends PHYS gt All NatClass All NatClass gt All Fundings All Fundings 1 749001 45 Graduate Student Activities gt All NatClass All NatClass gt All Fundings All Fundinas 23 2 Explore fInte ES 4 O El Actvity Plan Once a report appears re
11. l down into them 15 3 26 2008
12. ls in your reports 3 3 26 2008 Hyperion Planning Reports Location of Reports The Financial Planning and Budget reports are available in the Hyperion environment Use the same log in as you do when accessing Planning that is your full DND Blitz username and password File Help User Name Password ORACLE Hyperion Copyright 1989 2007 Oracle and z or its affiliates All Rights Reserved When you log in the Reports Home Page appears in the Content area File Wiew Favorites Tools Help a ee Explore 3 Name Type Modified Description E Production Reports Folder 2121 08 11 23 4M Production Reports 1 IB Production Reports 25 Reports Home Page Interactive Repo 12 8 07 8 17 AM LaunchPad To reach the Planning and Budget reports open the Production Reports folder in the Root directory and then open the Planning and Budget folder The reports that are available appear here Foliar Name 4 Type Modified Description ri Root E Activity Planning Child Detail Report Financial Reporti 2 26 08 10 30 AM Child Detail Report For Activity Planning E Activity Planning Detail Report Financial Reporti 2 26 08 9 22 AM Detail Report for Activity Planning E Production Reports 1 BB Launchpad E Funding Planning Detail Report Financial Reporti 2 26 08 9 23 AM Detail Report for Funding Planning 2 NatClass By Funding Planning Det Financial Reporti 2 26 08
13. mand is available only for those two reports NOTE The first time you run either the Bottom Line Funding or Level Two Funding report an error message appears This is because by default no entity is selected You must select an entity using the Preview User Point of View command The value you choose will be used by both the Bottom Line Funding and the Level Two Funding reports To set the user point of view 1 The first time you run either the Bottom Line Funding or Level Two Funding report an error message appears this is the one for Bottom Line Funding 11 Hyperion Planning Reports Navigate File View Favorites Tools Help fe f 2 Explore DRA gol Tasks a HTML Preview Dartmouth College Report Date 5 Mar 08 LJ PDF Preview Entity Error invalid report object Bottom Line Funding Current Year Budget ys Current Year Targets Bottom Line Funding 1 0 0 Page 1 Tips Prompts Previewing User POV Preview Preferences Printing 2 Choose Preview User Point of View from the Tasks menu The Preview User Point of View window appears Preview User Point of view This report book will run for the members on the user point of view listed below Entity Entity 3 Enter the entity on which you want to run your report Be sure to enter the E prefix before the entity value Preview User Point of view This report book will run for the members on the user point
14. of view listed below Entity 4 Click OK The report is run again using the same Fiscal Year and Period that you selected when you first ran the report and appears in the window The Entity value you entered is displayed above the window highlighted in this illustration That value is then set for both the Bottom Line Funding and Level Two Funding reports unless or until you change it 12 3 26 2008 Hyperion Planning Reports EAE ng i e a Tasks v HTML Preview J PDF Preview pRefresh Preview User Point of View gt Respond to Prompts 360500 Auxiliary Funding a 363006 Offset to Endowment Return 368000 Subyention College Prompts Previewing User POY i Preview Preferences bttom Line Funding 1 0 0 l Printing Tips Change Point of View SLA Dartmouth College Report Date 5 Mar 08 Entity E 21 Bottom Line Funding Current Year Budget ys Current Year Targets Actuals Bi 581 Hanover Inn 62 582 Minary Center 591 Real Estate Office 591 Real Estate Office Page 1 Use the Respond to Prompts command to display the prompts you filled in when you ran the report Change the values you enter and run the report again to display the report data for your new point of view Refresh Refresh redisplays the report with any data that has been both saved and recalculated by running the business rules since you originally displayed the repo
15. rt If you have not run the business rules on the org or orgs you are viewing Refresh will not update the totals Drill Downs On detail reports you can drill down into the hierarchy to see how the segment values are broken down For example in this Planning by Activity Detail report you can drill down into the Natural Class hierarchy To see how the budget is broken down for the activity Grad Professional Development by Natural Class values first click the arrow next to All NatClass in the Grad Professional Development row 11720245 Grad Professional Development All MatClass All MatClass 117257 45 NAS Dissertation roo V P Al NatClass All NatClazs 12850245 Leadership Alliance All NaClass Al Matllass 23001 3 45 Graduate Administration All NatClass All NatClass e All Natllass 4ll NatClazz EXPA EXPENSES REWYN REYENUES k Cuil Ty P All Fundings 4ll Furndings All Fundings 4ll Furdings All Fundings 4ll Fundings All Furndings 4ll Funding All Funding All Funding All Fundings All Funding H All Fundings 4ll Funding To drill down to a specific natural class you would need to continue drilling down level by level to the child level There 1s no shortcut to go directly to the child level 13 3 26 2008 Hyperion Planning Reports 11720245 Grad Professional Development All NatClass 4ll NatClass All Funding All Furndings EXPROEXPENSES All Fundings 4ll Fundings FEV REVENUES All Funding All Funding B4g
16. t might not be safe If a Web page does not display properly look for the Information Bar near the top of your browser T Do not show this message again Learn about the Information Bar 3 Click in the upper portion of the small window that appears Click in the yellow area 3 https bi dartmouth edus1 90m Ioj x To help protect your security Internet Explorer x blocked this site From downloading Files to your co Close this window after the download is complete Ol TT T Bi i ient 4 10 3 26 2008 Hyperion Planning Reports 4 Choose Download File from the menu choices that appear TO help protect your security blocked this site From downloading What s the Risk Close this window after the doy complete Information Bar Help Clase Go T l Internet oe 5 In the File Download window choose Open or Save File Download q x Do you want to open or save this file 25 Mame Bottom Line Funding xls HHI Type Microsoft Excel worksheet From bi dartmouth edu en see ee While files from the Internet can be useful some files can potentially harm pour computer IF you do not trust the source do not open or save this file What s the risk 6 Close the window shown in step 3 Set User Point of View Use the Preview User Point of View command to set the entity for the Bottom Line Funding and Level Two Funding reports This com
17. ters months distribution for all your Orgs You must also set your User Point of View Funding Planning Current budget remaining target and previous actuals Entity Org and SubActivity for selected Entity Org and SubActivity by Funding child or parent Natural Class and Activity values are rolled up within each funding you can drill down into them Natural Class Current budget remaining target and previous actuals Entity Org and SubActivity Planning for selected Entity Org and SubActivity by Natural child or parent Class Activity and Funding values are rolled up within each Natural Class you can drill down into them Natural Class by Current budget remaining target and previous actuals Entity Org SubActivity and Funding Planning for selected Entity Org SubActivity and Funding by Funding child or parent Natural Class Activity is rolled up within each Natural Class you can drill down into them Activity Planning Current budget remaining target and previous actuals Entity Org and SubActivity for selected Entity Org and SubActivity by activity child or parent Natural Class and Funding values are rolled up within each Activity you can drill down into them Activity Planning Current budget and remaining target for each Level 1 Entity Org and SubActivity Child Detail Activity set by Level 2 Natural Class and Level 2 child or parent Report Funding Level 2 parent values are rolled up you can dril
18. view its contents You can then print out a PDF version of the report save it as an Excel file set your user point of view for Bottom Line Funding or Level Two Funding only change your point of view by changing your responses to the prompts refresh the report or drill down into the report if the report provides that option Tasks EJE HTML Pr J POF Preview pRetresh Ppreview User Point of wiew x The Tasks menu appears in the upper left corner of the screen and to the left here when you view a report It provides access to most of these options The Preview User Point of View command only appears for the Bottom Line Funding and Level Two Funding reports The drill down option is available within the report itself Each option is described below H Respond to Prompts PDF Preview PDF Preview displays the report in PDF format in the window You can then print the report save it search within it or page through it as you would with any PDF file 9 3 26 2008 Hyperion Planning Reports When you first launch a report you can request that it appears in PDF format To do this select the report you want to run right click on the report name and select Open In gt PDF Preview The same prompts appear as if you were running it in HTML format Fill those in and click OK The report then appears in PDF format You can view it in HTML format by selecting the HTML Preview command
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