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Finance Training

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Finance Training course timetable

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June 2021

Wed 16	Virtual - Grants Part 2: Grant reports in Cognos (2 of 2) In progress 10:00 - 11:30 Finance Division, At Participant's Desk This course will concentrate on how to use the Cognos reporting tool to help manage departmental research grants. These reports can be divided into three main categories: Summary financial information for Projects Detailed expenditure analysis Management reports for Grants due to close In this course we will not access the Grants module in CUFS. The course material will be split across 2 webinars on consecutive days
Thu 17	Virtual - How to Excel - Part 3 (For finance staff) [Places] 09:30 - 12:30 The session will look at more advanced formulas and macros using the recorder and VBA tools. The formulas covered in this course include SUMIF and COUNTIF which will allow the user to quickly summarise data. Macros will enable the user to automate tasks within excel. During this session, we will use the example of needing to analyse, sort, split and send data to specific email contacts. Users will be introduced to a series of macros to reduce this process to a few simple steps. The session will run on Teams and delegates must be able to access Excel during the session
Tue 22	Virtual - GL 2: Reporting in the General Ledger (1 of 2) [Places] 09:30 - 12:30 Finance Division, At Participant's Desk This course provides users the opportunity to run General Ledger reports and how to interpret them when managing departmental funds.
Thu 24	Virtual - GL 2: Reporting in the General Ledger (2 of 2) [Places] 09:30 - 10:30 Finance Division, At Participant's Desk This course provides users the opportunity to run General Ledger reports and how to interpret them when managing departmental funds.

July 2021

Wed 7	Virtual - Cognos Introduction (1 of 2) [Places] 10:00 - 11:00 Finance Division, At Participant's Desk Cognos is a reporting tool that utilises data from CUFS to provide users with additional reports and options. This introductory course is designed for new reporters - covering everything from running a report successfully as well as a number of useful tips and shortcuts. Note: This course is mandatory in order to attend either of the following two courses below. GL Part 2: Reporting in the General Ledger Grants Part 2: Grant reports in Cognos What this introductory course does not do is go through in detail the outputs of each individual report. Report outputs are explained in further detail in the courses above. Cannot make any dates? See the on-demand online version of the course. Completion of this course will count as Cognos attendance for the purpose of acceptance onto the above courses. You should ask your Key Contact to request Cognos access for you, prior to working through the on-demand material.
Thu 8	Virtual - Cognos Introduction (2 of 2) [Places] 10:00 - 11:30 Finance Division, At Participant's Desk Cognos is a reporting tool that utilises data from CUFS to provide users with additional reports and options. This introductory course is designed for new reporters - covering everything from running a report successfully as well as a number of useful tips and shortcuts. Note: This course is mandatory in order to attend either of the following two courses below. GL Part 2: Reporting in the General Ledger Grants Part 2: Grant reports in Cognos What this introductory course does not do is go through in detail the outputs of each individual report. Report outputs are explained in further detail in the courses above. Cannot make any dates? See the on-demand online version of the course. Completion of this course will count as Cognos attendance for the purpose of acceptance onto the above courses. You should ask your Key Contact to request Cognos access for you, prior to working through the on-demand material.
Wed 14	Virtual - Year-end for New Users [Places] 11:00 - 12:00 Finance Division, At Participant's Desk This virtual new users course will consist of a number of explanatory videos for each module which will be available before this Q&A webinar session. This session will cover year end processes in more detail than the road shows and will include: Outline of the year end timetable to be followed Specific procedures and tasks for each module Guidance on journals especially accruals, prepayments and transfer codes Making better use of the Cognos reporting tool Exploring areas that often cause problems Practical advice on how to prioritise during key periods
Tue 27	Virtual - Cognos Introduction (1 of 2) [Places] 10:00 - 11:00 Finance Division, At Participant's Desk Cognos is a reporting tool that utilises data from CUFS to provide users with additional reports and options. This introductory course is designed for new reporters - covering everything from running a report successfully as well as a number of useful tips and shortcuts. Note: This course is mandatory in order to attend either of the following two courses below. GL Part 2: Reporting in the General Ledger Grants Part 2: Grant reports in Cognos What this introductory course does not do is go through in detail the outputs of each individual report. Report outputs are explained in further detail in the courses above. Cannot make any dates? See the on-demand online version of the course. Completion of this course will count as Cognos attendance for the purpose of acceptance onto the above courses. You should ask your Key Contact to request Cognos access for you, prior to working through the on-demand material.
Wed 28	Virtual - Cognos Introduction (2 of 2) [Places] 10:00 - 11:30 Finance Division, At Participant's Desk Cognos is a reporting tool that utilises data from CUFS to provide users with additional reports and options. This introductory course is designed for new reporters - covering everything from running a report successfully as well as a number of useful tips and shortcuts. Note: This course is mandatory in order to attend either of the following two courses below. GL Part 2: Reporting in the General Ledger Grants Part 2: Grant reports in Cognos What this introductory course does not do is go through in detail the outputs of each individual report. Report outputs are explained in further detail in the courses above. Cannot make any dates? See the on-demand online version of the course. Completion of this course will count as Cognos attendance for the purpose of acceptance onto the above courses. You should ask your Key Contact to request Cognos access for you, prior to working through the on-demand material.

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