GL Part 2: Reporting in the General Ledger Prerequisites
This course provides users the opportunity to run General Ledger reports and how to interpret them when managing departmental funds.
You are invited to bring with you any reference documents that you may have detailing your own departmental codes.
Departmental accounts staff and those responsible for managing departmental finances.
Your booking will remain 'provisional' until you have completed the following prerequisites:
- completed the GL Part 1: Getting Started in the General Ledger course
- a LIVE GL responsibility in CUFS
- a Raven Password, with a Cognos account activated (see table below)
- completed the pre-course questions that will be emailed out to you a few days before the course. These must be returned to the trainer for review by the date given in the email.
Upon completion of all prerequisites, your booking for the course will be approved.
| Cognos | Action required |
|---|---|
| If you do not have Cognos activated | Please complete the online Cognos Access Request form, URL: https://www.finance.admin.cam.ac.uk/cognos-access-request. Liaise with your department key contact/line manager to ensure you complete the form correctly. If you require access to more than one department, all the departments within the school, or across schools, this must be clearly indicated on the form. You also need to know whether or not you will need to receive 'burst reports in your school/department. These are reports that are automatically generated and emailed to you regularly. |
| Once you have access to Cognos | it is important to check that you can view the reports within the General ledger folder by following the steps below.
|
Number of sessions: 1
| # | Date | Time | Venue | Trainers | |
|---|---|---|---|---|---|
| 1 | Wed 20 Nov 2019 09:30 - 16:30 | 09:30 - 16:30 | Finance Division, Greenwich House, Ferrara Room (IT Training Room) | map | Christine Rogerson, Lin Cheng |
- Generate and discuss the standard reports required for monitoring departmental finances
- Look at common items that appear on reports and what they mean
- Discuss some of the common mistakes to look out for when reviewing departmental accounts
- In UFS, copy, re-print and cancel reports that you have set to run
- Learn how to use basic Cognos tools
To run various General Ledger reports, using both Cognos and UFS, to monitor departmental accounts and interpret the data.
The session will be a mixture of presentation, demonstrations and hands on practice.
- Lunch is not provided.
One day session.
Every other month
Booking / availability