Business Objects User Manual (PDF
Contents
1. OOOO JB Filter All Types v Type Owner Crystal Report Title Last Run Department Operating Budget Report Never run Schedule History Properties Detail Trial Balance Report Never run Crystal Report Schedule History Properties Objects Area Accessing your Budget Reports Select the report by clicking on the title Department Operating Budget Report in the Objects Area The Enter Prompt Values screen will appear BUSINESS OBJECTS Li new 93 L 8 Send My Infoview Searchttle ff o JB E My Folders E UB Public Folders UNH WA Type Crystal Report Last Run Department Operating Budget Report Never run Schedule History Properties Detail Trial Balance Report Never run Crystal Report Schedule History Properties From here you will select the variables to be included in the report University of New Haven Business Office Created December 2006 Administrator Administrator Ownel e DFlonc R amp PEIE Welc Instances 1 0 Welcome DFlonc B e g Instances Administrator 1 Administrator Budget Inquiry 2 Navigating in Business Objects Select a Department In the Available Values box you will see listed only those departments that you have security access to view In order to select a department simply click on that department to highlight it To select more than one department you can click on one then hold the control b2. University of New Haven Business Office Created December 12 2006 Budget Inquiry 3 Navigating in Business Objects To Launch Business Objects InfoView InfoView is accessed through the world wide web using the following URL web address http reports2 newhaven edu businessobjects enterprisel 15 InfoView logon aspx 2action logoff or through the UNH website bv selecting the Facultv and Staff link in the Information section of the UNH homepage Then select Matrix Reports Once you ve entered the web address the following log on screen will appear which prompts you to enter your username and password Log On to BusinessObjects InfoView Microsoft Internet Explorer File Edit View Favorites Tools Help Q pack QJ x a A pa Search 572 Favorites EA B ie w kun rel 3s Address e http ffunh reports 01 businessobjects enterprise1 1 InfoView logon aspx action logoff v E BUSINESS OBJECTS Log Onto BusinessObjects Existing User System Username DFlonc Password Authentication Windows AD v Done 4 Local intt Svstem leave blank User Name first initial and entire last name as one word user name is not case sensitive Password same as your Windows NT password password is case sensitive Authentication Windows AD Once you ve entered your login information click the Log On button Business Objects Info View Initial Screen After you successfull
3. click the Export button next to the Print button on the report toolbar to open the export dialogue box fa li New fs 4 Send My InfoView Search title 7 Po Fy Ge Fa da F Fal H 4 H 1 zas 61100 Supplies Operating 24 JIN ii e a gt Export Report Microsoft Internet Explorer pro ri File Format Choose Format RA Choose Format jAdobe Acrobat PDF Microsoft Excel 97 2000 XLS Microsoft Excel 97 2000 Data Only XLS Microsoft Word RTF Microsoft Word Editable RTF Page Range Rich Text Format RTF Pages From 1 To 1 OK Cancel Once you select the format for the report to be exported into the file download dialogue box will appear University of New Haven Business Office Created December 2006 Budget Inquiry 7 Navigating in Business Objects File Download Do you want to open or save this file 3s Name Crvstalviewer xls HHI Type Microsoft Excel Worksheet From unh reports 01 While files from the Internet can be useful some files can potentially A harm pour computer If you do not trust the source do not open or save this file What s the risk this file What s the risk You can then either open the report in the desired format or you can save it to be opened later Once the report is saved in the desired format it is no longer linked to the Business Objects program This information is now frozen at the point in time
4. that it was exported In order to update the information you would need to re run the report in Business Objects Keep in mind that if a report is exported to Word or Excel it then becomes a Word or Excel document and can then be altered Exiting the System To exit Business Objects click the Log off button on the main toolbar BID new amp A send E Myinfoview searchtte dT It is important to note that Business Objects has an automatic log off if you are inactive in the system for 20 minutes If you are automatically logged off timed out you will get a message that your session has expired and you will be required to log back in to the system BUSINESS OBJECTS l BID new amp LS send M myinfoview Searchttee JB fi t Session expired Welcome DFlonc B 2 Bi My Folders El ml Public Folders UNH To log back in to the system click on the Log off button again and the Log on screen will appear You will then go through the same exercise of selecting the report and entering your report information you will not re enter the system at the place you were timed out University of New Haven Business Office Created December 2006 Budget Inquiry 8
5. aot UNIVERSITY OF NEW HAVEN Business Office Training Manual Navigating in Business Objects aot UNIVERSITY OF NEW HAVEN Business Office Training Manual Index On Line Budget Inquiry System Launching Business ObDJeCts cccccccccccssssssssssseseeeeccccceceeeeseaeeaeesssssssssseeeeeeeeeeeeeeeeeaaas Budget Inquiry 1 ACCESSING your Budget REPOS isssccasscintavesvescocostecevansdnwareasscasteadeauetecerorsanatceyetccnoseatenss Budget Inquiry 2 le ris report Wah a DIES i aiic cece sececiaasaiiacecsaecaacdoaccocccostacsaasenescceseteuscene soncaaaseaeeaseseosacestes Budget Inquiry 3 4 Sele tit a Department sce ccecsswesdsiwdescceinstadivaaesesuenssvesdvladesidedesnsadeds Budget Inquiry 3 Selecting Account Cale 6 ONES is see ia ei kd a Budget Inquirv 3 Selectina Fiscal Period id die beta d b Bob d ja da Budget Inquirv 4 Selectins Fund Piller issa sie jo fid sa its TAMA Budget Inquirv 4 Selecting Report Co si cocsccerscsasaaseacanetioasshegudeasqanecataianaseuanetiocssceacaaaee Budget Inquiry 4 Iii down Camo DIMES a i a a A d i ENANA Budget Inquirv 5 6 Erimumo qad EX PO WO oc sce bel a E Budget Inquirv 7 B xi NC Sy SEC 0 a E oats aus A oan ne test uote deep aaa T Budget Inquiry amp University of New Haven Business Office Created December 12 2006 Budget Inquiry 2 Navigating in Business Objects Business Objects Info View On line Budget Inquiry System Training for University of New Haven WELCOME
6. cilities 2 00 3 09 TE 20 00 15 520 00 61300 Travel Meals 8 Lodging 0 00 0 00 7 13 608 43 13 808 41 61355 Advertising Empee Recruitment 0 00 0 00 55 505 58 ISTED 61330 Dues amp Memberships 13 000 00 0 00 27 753 02 14 784 02 3 61400 Professional Fees Consutting 25 000 00 0 00 456 208 85 461 208 33 L 61415 Professional Fees Auditing 110 000 00 0 00 114 000 00 4 000 00 61420 Professional Fees Legal 260 000 00 0 00 234 927 50 74 932 50 61425 Other Prof Fee amp Contracted Svcs 20 000 00 00 oT 228 55 BETIA 61500 Promotional Adv NewspaperMage 0 00 0 00 38 00 38 00 61530 Printing 8 Publications 2 00 2 20 LEIN 1 550 00 I 61600 Postage 350 000 00 0 00 383 250 97 2 290 97 81620 Freight Courier 0 00 0 00 239 03 235 03 You have the ability to drill down to the transaction detail by clicking on the specific amount you would like to view University of New Haven Business Office Created December 2006 Budget Inquiry 5 Navigating in Business Objects For example in the screen above in order to see the detail for actual expenses for Account 61100 Supplies Operating you would click on the amount 48 466 90 If you would like to see the detail for the encumbrances you would click on the amount in the encumbrance column and if you would like to view the budget details you would click on the amount in the budget column for this account Transaction detail is the lowest level of detail that is available from this system Ba Sal lt gt nf
7. e 719 61100 supplies operatina E amp fh 100 AI gute O E CB my Folders ao us A BE j Printed By DFlone et o public Fold Eh UNIVERSITY UF UNH NEW HAVEN Detail Trial Balance Includes Activities from TIID to BNIE i University of New Haven Department 620 Accounts without activ ite b ces during the above pernod are net include GL Account Mo 6 5 Fund Fitter 1 Global 6 Filter l Department 620 T ction Type Act Beginning Balances are set to zero due to existance of GIL Entry Filte 3 61700 Supplies Operating i Post Trans Document Document SOLIFEE SDLIFEE SOLIFEE Description Debit Credit Balance Date Type Type No Code Type Ma Anvount Amount Oss Actual Invoice PPID PURCHASES Vani MASOOT dbase Mason Co 14 04 0 00 28 03 2004 Actua Invoice PPIDJAS3 PURCHASES Wend MASIN E 2035 j Osama Actual Invoice FFIDI2SI PURCHASES Vand MASOOT viene Ako Mason Co 108 00 0 00 PISONI Actua Invoice FEIE PURCHASES Vend MASOOT li B Mason Co 24 54 DRIVA Actual Invoice PFJ PURCHASES Vand MASOOT NEE Mason Co 24 84 0 00 HIROSIMA Actua Invoice FFIDIASI FURCHASES Wend MASOOT ee B Mason Co 28 44 DRONA Actual Invoice PRIOOSES PURCHASES Vand MASOOT ME Mason Go a7 80 0 00 POB2004 Actua invoice FEIE FURCHASES Wend MASDIT ki illite ha 74 50 You can return to any previously viewed level of the current report that you have open by using the drop down list in the Report View List 19 61100 Supplies Op
8. e I a mesiba op 5 Tal KA gt 1 1 Main Report S ih 100 v BUSIN ESS OBJECTS s iy Folders 635 Depreciation 9 TID E 12 11 2008 10 58 39AM Fl 645 Interest q PS Printed By DFlonc UI Public Folders Report Toolbar m Ga UNIVERSITY CF z UNH NEW HAVEN i For thePeriod from 7 1 2004 to 6 30 2005 Rep ort Department 625 635 645 Account Categories Operating A Fund Filter 100000 Report ID 10000 View Availabl i Department Budget Encumbrance Actual Li St 635 Depreciation 3 575 000 00 0 00 3 457 949 94 117 050 06 645 Intere 51 804 399 4g 0 0 1 481 717 66 322 684 44 Account Totals 5 379 399 0 0 00 4 939 667 58 439 73750 M You have the ability to drill down on the departmental total to view the account line detail by clicking anywhere on the department line you would like to view Below is an example of the account number detail screen Ez l BUSINESS OBJECTS Weli BID new 93 E send EB Myntowview Searchtte O g E B fi E Fund Fiter 100000 Report ID lt 10000 iy Folders GILAccount o Account Budget Encumbrance Actual E E CB Public Folders i l See Operating Expenses CE UNH 61100 Supplies Operatina 20 000 00 0 00 45 486 90 28 406 50 61130 Catering 0 00 0 09 6 035 4 6 035 40 61140 Vehicle Expenss Gas Oil Repair 0 00 0 00 eceb 20 EDA L 61150 Repairs amp Maintenance Expense 0 00 2 00 BTDBAE E TOE Iz 61200 Rental of Fa
9. ed Dean of Engineering A 135100 Designated Provost 146600 Designated Student Services gt 150000 Lee Institute h 170000 Dental Center Inc 181610 Unexp Plant CHEFA Bond Series E 183710 Plant R amp R Summer Renovation Reserve 187610 Inv in Plant Tagliatela Gift Fund Vv Remove All Remove Select Condition for Report ID Condition eB v Select Report ID Value L vi Select Condition for Report ID Report ID s are only used for special tracking purposes and are only available in specific departments If you do not have any report ID s available you will select the following Select Condition for Report ID less than Select User Report ID 10000 If you have specific report ID s to select you can select the following Select Condition for Report ID equal to Select User Report ID select the appropriate report ID from the drop down list Once all the parameters have been selected click on the OK button at the bottom of the page Your report will then appear on the screen Drill Down Capabilities University of New Haven Business Office Created December 2006 Budget Inquiry 4 Navigating in Business Objects Your report will first appear in a summary format showing the departmental totals Export Print Page Refresh we dk 68 cinessObjects Infojew fm GX h y Page G Tools x Off BUSINESS OBIECTS MU Welcome DFlop o m Da
10. ent selection Please note at this time only Operating expenses are available to view for all users Enter Fiscal Period University of New Haven Business Office Created December 2006 Budget Inquiry 3 Navigating in Business Objects The fiscal periods are listed in a drop down list for vour selection Click on the arrow button at the end of the selection box to show the drop down list then click on the appropriate period you would like view Select Fund Filter As with the Department selection in Available Values box under the Select Fund Filter selection you will see listed only those funds that you have security access to view In order to select a fund simply click on that fund to highlight it To select more than one fund you can click on one then hold the control button on your keyboard while clicking on others Once you have selected the appropriate funds click the mA button to move vour selection to the Selected Values box If vou would like to select all funds you can simply click on ihe button to move the entire Available Values list to the Selected Values box without having to individually select each line BUSINESS OBJECTS B Welcome DFlon 5 FE L new amp RA Send My InfoView Search title gt E 2 Q ale A mMesda x i My Folders CB Public Folders C UNH Enter Fiscal Period 8 v Select Fund Filter Fund Filter Available Values Selected Values 125100 Designat
11. erating W Main Report 620 General Institutional 61100 Supplies Op Report view List rf oF To change the parameters of your report first return to the main report by selecting Main Report from the Report View List then click on the Refresh Button to the right of the Report View List to return to the Enter Prompt Values Screen Printing and Exporting University of New Haven Business Office Created December 2006 Budget Inquiry 6 Navigating in Business Objects To print the report that is currently being viewed click on the Print button on the left side of the report toolbar This will only print the report currently on the screen For instance when you are viewing the account line balances you will not be able to print the department balances until you view that level and again click the print button BID new CY send Bl Myinfoview Searchtte JB Ges Valle EJ NAh ob 1 j as 61100 Supplies Operating Ms JA BUSINESS OIJELT a res Pers EY uw eee jU ore General mE Crystal Reports Vi Select Printer jog Crystal Reports Print Co SAVIN Bus on Unh prtr echi EB SAVIN Pur on Unh prtr echi lt l Status Ready Preferences Location Trailer 3 Comment ID 6426 203 937 1046 Find Printer Page Range e All Number of copies 1 Print Cancel Apply Pit Any report can be exported to Excel format Word format or PDF format To export
12. utton on your keyboard while clicking on others Once you have selected the appropriate departments click the button to move your selection to the Selected Values box If you would like to select all departments you can simply click on the gt button to move the entire Available Values list to the Selected Values box without having to individually select each line BUSINESS OBJECTS Welcome DFlonc FE LI new amp LY Seng My InfoView Search title eoo oo gt ors Enter prompt values A Ges amp aeax Bi My Folders CB Public Folders Select a Department Department UNH Available Values Selected Values 101 Dean Arts amp Sciences A 102 English E 103 Mathematics gt 104 History IEEE 105 Visual amp Performing Arts 106 Philosophy gt 107 Political Science WIE 108 Sociology lt Remove Remove All Select Account Categories Categories Enter Description Available Values 4 Selected Values Operating tel Remove Remove All Select Account Categories The Account Codes are the selection of general ledger accounts that you would like to select Personnel are only accounts related to payroll and fringe Operating are only accounts that are non payroll operating expenses i e Supplies and Revenue are only accounts where income is posted The selection process is the same as for the Departm
13. y logon to Business Objects you will come to the Business Objects InfoView Initial Screen A Durinessilbjerts Infefiew Microsoft Internet Luplorer fik Cat dew Poet Took bieb ir Om amp z Li po arch ip Frote aS Mi kul EL 4 d ete eee erred eter eT nove ee BUSINESS OBJECTS e BusinessObjects BusinessObjects Info view collects and presents business intelligence information and provides ompleta virei and interacteon tor query analysis eeporing and prramarea mendigar Integrated labsrilika wih ihsdsd deteisiond Biting ii ili i and supper fie Ded party dotumercs Advanced heeding and di r ufi f r apibitied making d psr bS ghace miferealios wah chord Perel Dobe ey eres Ge be linia heey bn University of New Haven Business Office Created December 2006 Budget Inquiry 1 Navigating in Business Objects In the Navigation Panel box on the left side of the screen you can open the report directory you need by clicking on the sign to the left of the Public Folders icon Then click on UNH to view the Main Screen which shows the available reports in the Objects Area Main Toolbar Navigation gt Panel Navigatio Panel Ges e Title bar E My Folders ATTI Toolbar Public Folders UNH da x Organize X Objects Area Toolbar Log Off BUSINESS OBJECTS S B O newe amp E send M myintoview seardnttie
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