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Theme: Reporting

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17 matching courses


Cognos Refresher Training Thu 27 Feb 2020   14:30   [More dates...] [Places]

Have you previously attended Cognos training but not used the reporting tool since and would like to start using the tool again? If so then this course will enable you to get re-acquainted with Cognos..

Note: What it does not do is go through in detail the outputs of each individual report. Less experienced users of the Grants and/or General Ledger modules in CUFS are recommended to attend instead one of the following courses:

  • Grants Part 2: Grant reports in Cognos
  • General Ledger Reporting

These two courses not only cover the mechanics of running the reports but also more advice on how to interpret and use the information as well as discussion about when to use which report.

2 other events...

Date Availability
Tue 28 Apr 2020 14:30 [Places]
Mon 20 Jul 2020 14:30 [Places]

Cognos is a reporting tool that utilises data from CUFS to provide users with additional reports and options. This master class is designed to get existing CUFS users going with the reporting tool. It covers everything from running a report successfully as well as a number of useful tips and shortcuts.

Note: What it does not do is go through in detail the outputs of each individual report. Less experienced users of the Grants and/or General Ledger modules in CUFS are recommended to attend instead one of the following courses:

  • Grants Part 2: Grant reports in Cognos
  • General Ledger Reporting

These two courses not only cover the mechanics of running the reports but also more advice on how to interpret and use the information as well as discussion about when to use which report.

3 other events...

Date Availability
Tue 28 Jan 2020 14:00 [Places]
Wed 25 Mar 2020 14:00 [Places]
Wed 3 Jun 2020 14:00 [Places]

This course enables users to learn the basics of how the General Ledger module works, how to run online account enquiries and how to process journals.

3 other events...

Date Availability
Tue 10 Mar 2020 09:30 [Places]
Thu 14 May 2020 09:30 [Places]
Thu 9 Jul 2020 09:30 [Places]
GL Part 2: Reporting in the General Ledger Tue 21 Jan 2020   09:30   [More dates...] [Places]

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.

3 other events...

Date Availability
Thu 19 Mar 2020 09:30 [Places]
Tue 19 May 2020 09:30 [Places]
Thu 16 Jul 2020 09:30 [Places]
Grants Part 2: Grant reports in Cognos Thu 16 Jan 2020   13:00   [More dates...] [Places]

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.

3 other events...

Date Availability
Tue 24 Mar 2020 09:30 [Places]
Thu 7 May 2020 13:00 [Places]
Thu 9 Jul 2020 13:00 [Places]
Grants Part 3: Viewing Grants in CUFS Tue 17 Dec 2019   09:30   [More dates...] [Places]

This course provides an overview of the Grants module in CUFS. The course will cover how you can view your projects and awards, check budgets, perform on-line queries and run some CUFS reports.

3 other events...

Date Availability
Tue 11 Feb 2020 09:30 [Places]
Thu 23 Apr 2020 09:30 [Places]
Tue 16 Jun 2020 09:30 [Places]

This course will enable the participants to practice existing spreadsheet skills and develop more advanced skills within the context of UFS data. There will be the opportunity to extract data from the system and learn to manipulate, analyse and use it for reporting purposes. The course runs over two sessions and participants will need to attend both of these sessions.

3 other events...

Date Availability
Wed 11 Dec 2019 09:30 Not bookable
Thu 30 Apr 2020 09:30 [Places]
Thu 18 Jun 2020 13:00 [Places]
How to Excel - Part 3 (For Finance Staff) Thu 23 Jan 2020   09:30   [More dates...] [Places]

The session will look at more advanced formulas and macros using the recorder and VBA tools.

The formulas covered in this course include SUMIF, COUNTIF and INDEX MATCH which will enable 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.

2 other events...

Date Availability
Wed 25 Mar 2020 09:30 [Places]
Wed 3 Jun 2020 09:30 [Places]
Introduction to Tableau Server (Examination results) new Fri 9 Aug 2019   09:30 CANCELLED

Tableau Server is an online application available to all members of the university to access Tableau dashboards and visualisations.

Tableau Viewer is entry level access to Tableau Server and allows you to view Tableau content created by others.

This session covers the theory and practice of budgeting in the University, how to interpret department budget reports and understand the causes of overspends (and underspends) against budgets. The course refers closely to Chapter 3 of the Financial Procedures Manual

Note: This session does not cover the detailed budgeting and rules relating to individual research grants.

2 other events...

Date Availability
Thu 23 Apr 2020 13:30 [Places]
Tue 9 Jun 2020 09:30 [Places]

This session covers how to make a financial plan, prepare it for upload to the finance system and monitor progress against the plan. It is a practical course which will look at the techniques and systems within the University that can be used for budgeting.

It is an ideal follow on from Managing the Budget Part 1 and for those who have a good working knowledge of budgeting principles and want to develop skills in using the University budgeting tools.

4 other events...

Date Availability
Thu 9 Jan 2020 09:30 Not bookable
Tue 17 Mar 2020 09:30 [Places]
Thu 21 May 2020 13:00 [Places]
Tue 14 Jul 2020 09:30 [Places]
Tableau Drop In Sessions Tue 17 Dec 2019   14:30   [More dates...] [Places]

This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information Team who can help you solve challenges.

2 other events...

Date Availability
Tue 17 Dec 2019 15:00 [Places]
Tue 17 Dec 2019 15:30 [Places]
Tableau for Explorers - Departmental Profiles Fri 8 Nov 2019   09:30 CANCELLED

Tableau Server is an online application available to all members of the university to access Tableau dashboards and visualisations

Tableau Explorer is intermediate level access to Tableau Server and allows you to view, interact and edit Tableau content.

Tableau for Explorers - Exam Results new Mon 16 Sep 2019   09:30 CANCELLED

Tableau Server is an online application available to all members of the university to access Tableau dashboards and visualisations

Tableau Explorer is intermediate level access to Tableau Server and allows you to view, interact and edit Tableau content.

Tableau for Explorers - Research Mon 18 Nov 2019   09:30 Finished

Tableau Server is an online application available to all members of the university to access Tableau dashboards and visualisations

Tableau Explorer is intermediate level access to Tableau Server and allows you to view, interact and edit Tableau content.

Tableau for Viewers - Exam Results Wed 25 Sep 2019   09:30 Finished

Tableau Server is an online application available to all members of the university to access Tableau dashboards and visualisations.

Tableau Viewer is entry level access to Tableau Server and allows you to view Tableau content created by others.

Tableau for Viewers - Research Mon 11 Nov 2019   09:30 Finished

Tableau Server is an online application available to all members of the university to access Tableau dashboards and visualisations.

Tableau Viewer is entry level access to Tableau Server and allows you to view Tableau content created by others.

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