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Cognos Reporting System Initiative

  • Overview
  • FishNet
  • PS Lite
  • Denver Warehouse
  • FIN8RPT (PeopleSoft)

Creating a single, efficient reporting solution for financial management

The Office of University Controller (OUC) has been charged with developing the Cognos Reporting System as the single reporting solution for the University of Colorado. In pursuit of this goal, we have already begun to decommission other, unsupported reporting tools.

Through Cognos, we offer on-demand reports to suit common departmental financial management needs. We also provide training, documentation, and support to facilitate knowledgeable use of the Cognos Reporting System and transition away from other systems.

We consult with campus controller staff and campus users to ensure that Cognos reports are developed to serve their financial data needs. This includes both creating new management reports and replacing management reports that have been useful in other systems we are decommissioning.

m-Fin

The University of Colorado has other Cognos content, including legacy Cognos financial reports. We therefore use the m-Fin brand to distinguish the on-demand reports developed for this initiative. m-Fin stands for management financial. 

m-Fin reports are:

  • Cognos technology
  • For internal CU use
  • Drawn on financial data from CU’s Central Information Warehouse (CIW)
  • Tuned for performance with reasonable run times
  • Developed with input from CU administrative financial data users
  • Published and maintained by CU’s Office of University Controller (OUC)

Team

OUC’s team for the Cognos Reporting System Initiative is made up of Carl Sorenson and Rosen Georgiev. Carl and Rosen work with the campus users for input on development of Cognos reports. They also collaborate with University Information Systems (UIS) and Information Research Management (IRM) on development of the Cognos data model, enhancement of CIW database infrastructure, and Cognos software support.

Carl and Rosen are joined by other members of the OUC staff in testing, training, and supporting  CU’s use of the Cognos system for financial management.

Timeframe

Decommissioning of other reporting tools will be according to the following schedule:

  • cms “Denver CIW” site decommission: August - December 2011
  • accounting.cudenver.edu site decommission: February 2012
  • FishNet financial queries decommissioned: April - August 2012
  • PSLite decommission: To be determined

Development of new Cognos content, including supporting ad hoc query and leveraging new features of Cognos, will be ongoing over several years.

Communication and Training

Get oriented

Get Help

Stay Informed

Monitor or subscribe to Carl’s m-Fin blog: https://www.cu.edu/controller/initiatives/reporting/

Provide Feedback

It is best to leave comments on Carl’s m-Fin blog because it is a public forum … but you may also contact carl.sorenson@cusys.edu

Note: Now there's a new way to learn about the Cognos Reporting System…read Carl's m-Fin blog! In the blog you'll find tips and tricks, report functionality background, and problem resolution discussions.

Position Budget Report

Build-A-Query

Journal Detail  
Ledger Detail  
Payroll Detail  

Reporting by Projects/Awards

Cumulative Summaries through a Specific Accounting Period (By Project or Award)  
Journal Detail (By Project or Award)  
Detail for Account Period (Or Range of Periods) – By Project or Award  
Detail Within a Range of Dates (Across Fiscal Years) – By Project or Award  

Summaries by Org or Org Tree Level

Reports for General Funds  
Reports for Auxiliary Funds  
Reports for Restricted Funds  
Reports for Plant Funds  
Reports for All Funds  

Look-Ups

Accounts  
Orgs  
Programs  
Projects  
Account Tree  
Fiscal Roles  

Groups

Org Summaries  
Org Detail  
Program Summaries  
Program Detail  
Project Summaries  
Project (By Date Range)  

FRS (Financial Reporting System)

SL Summaries  
Project SL Summaries  
GL Summary  
Detail  

General Reports

Summary – Budget, Revenue, and Expenses (unavailable after Sept. 8)

Replaced by:

  • m-Fin Revenue and Expenditure summary. It shows the summarized balances for revenue and expense accounts, and provides drillthroughs to specific transactions. Learn how to run this report »
  • m-Fin Revenue and Expenditure Total. Provides the same balances with page breaks according to fund.
  

Transactions – Budget, Revenue, and Expenses (unavailable after Oct. 27)

Replaced by:

  • m-Fin Financial Detail. It shows an itemized list of all transactions for revenue/expense and balance sheet accounts. Can be used in the reconciliation process. Learn how to run this report ».
  

Balance Sheet - Summary (unavailable after Nov. 3)

Replaced by:

  • m-Fin Balance Sheet Summary. It shows the summarized balances for balance sheet accounts (assets, liabilities, and net assets.)
    Learn how to run this report »
  • m-Fin Balance Sheet Total. Provides the same balances with page breaks according to fund.
  

Balance Sheet – Transactions (unavailable after Oct. 27)

Replaced by:

  • m-Fin Financial Detail. When limited to Assets and Liabilities on the second page of prompts, it shows an itemized list of all transactions for balance sheet accounts. Can be used in the reconciliation process. Learn how to run this report ».
  

Trial Balance – Summary (unavailable after Nov. 3)

Replaced by:

  • m-Fin Trial Balance Summary. Shows the Balance Sheet Summary and the Revenue and Expenditure Summary within one report. Learn how to run this report »
  • m-Fin Trial Balance total. Provides the same balances with page breaks according to fund.
  • m-Fin Operating Summary. Shows the SpeedType Summary available balance calculation. Also includes the Revenue and Expenditure Summary, and additionally an Asset and Liability Summary if it is relevant to financially managing the FOPPS.
  

Customized Reports

Abnormal Balance Summary by FOPP and Account (unavailable after Dec. 16)

Replaced by:

  • m-Fin ABNORMAL BALANCE.

 

  

Budget to Actual and Trial Balance

Replaced by:

 

  

Budget to Actual by Schools (unavailable after Jan. 3, 2012)

Replaced by:

  • m-Fin ACCOUNT RANGE BY FUND
  • m-Fin EXPENDITURE TYPE (coming soon)
  • m-Fin REVENUE AND EXPENDITURE TOTAL
 

Budget Type Summary (unavailable after Jan. 3, 2012)

Replaced by:

  • m-Fin ACCOUNT RANGE BY FUND
  • m-Fin BAE BY MONTH – SUMMARY
  • m-Fin EXPENDITURE TYPE SUMMARY
  • m-Fin EXPENDITURE TYPE (coming soon)
  • m-Fin REVENUE AND EXPENDITURE SUMMARYm-Fin REVENUE AND EXPENDITURE TOTAL
 

Budget Type Summary by EPC (unavailable after Jan. 3, 2012)

Replaced by:

  • m-Fin EPC EXPENDITURE TYPE (coming soon)
  • m-Fin ACCOUNT RANGE BY FUND
 

Expense Analysis by Month (unavailable after Oct. 13)

Replaced by

  • m-Fin REVENUE AND EXPENDITURE ACTUALS BY MONTH – TOTAL
  • m-Fin EXPENDITURE ACTUALS BY MONTH – TOTAL
  • m-Fin BAE BY MONTH – SUMMARY
  

Foreign JE Transactions (unavailable after Jan. 3, 2012)

Replaced by:

We are not replacing this report. Please contact us if this will hinder your productivity.

 

K Exhibit (unavailable after Jan. 9, 2012)

Replaced by:

  • m-Fin K EXHIBIT.
  

PayRoll Transactions (unavailable after Sept. 1)

Replaced by:

  • m-Fin Payroll Transactions. It lists the detail accounting for pay and benefits for an employee over a range of accounting periods.  This detail is then summed into a compensation summary on the final page. Learn how to run this report »
  • m-Fin Compensation Summary. It totals pay by position and is similar to the final page of m-Fin Payroll Transactions.

  • m-Fin Financial Detail. When account ranges are limited (on the second page of prompts), it provides pay detail.
  

AD043 – Balance Sheet Accounts (unavailable after Dec. 16)

Replaced by:

  • m-Fin TRIAL BALANCE TOTAL
  • m-Fin ACCOUNT RANGE BY FUND
  • m-Fin ACCOUNT BY FUND
  

AM042 Chart of Accounts (unavailable after Jan. 3, 2012)

Replaced by:

  • Look Ups/m-Fin SPEEDTYPE LIST (coming soon)
 

AM053 – Variance Report (unavailable after Sept. 8)

Replaced by:

  • m-Fin Revenue and Expenditure Total. When run with the prior year option, it provides current and prior year comparison.
  • m-Fin Trial Balance Total. When run with the prior year option, it provides current and prior year comparison.
  

AM053 – Curr Funds Rev, Exp, Changes (unavailable after Sept. 22)

Replaced by:

  • m-Fin Account Range By Fund. It shows totals for account ranges by user-specified fund columns.
  

AM061- Summary with FRS# (unavailable after Dec. 16)

Replaced by:

  • m-Fin BUDGET TO ACTUAL
  • m-Fin SPEEDTYPE SUMMARY
  • m-Fin ACCOUNT RANGE BY FUND
 

AM080/81 – Exp. Report by EPC

  

AM110 – Account Number Report (unavailable after Sept. 8)

Replaced by:

  

AM195 – Statement of Change in Fund Balance (unavailable after Dec. 16)

Replaced by:

  • m-Fin ACCOUNT RANGE BY FUND
  

AM195 – Expenditures Only by Org Tree (unavailable after Dec. 16)

Replaced by:

  • m-Fin ACCOUNT RANGE BY FUND
  

Searches

Account Tree Browser

  

Account Number/Description (unavailable after Jan. 3, 2012)

Replaced by:

We are not replacing this report. Please contact us if this will hinder your productivity.

 

Attribute Inquiry (unavailable after Jan. 3, 2012)

Replaced by:

We are not replacing this report. Please contact us if this will hinder your productivity.

 

Deficit Fund Balance and Cash

  

FRS Account Number by SpeedType Code (unavailable after Jan. 3, 2012)

Replaced by:

We are not replacing this report. Please contact us if this will hinder your productivity.

 

Funds Codes by Description (unavailable after Jan. 3, 2012)

Replaced by:

We are not replacing this report. Please contact us if this will hinder your productivity.

 

JE Detailed by Batch or Journal ID (unavailable after Jan. 3, 2012)

Replaced by:

  • Journal Entry
  

Journal ID Transaction (unavailable after Jan. 3, 2012)

Replaced by:

  • Journal Entry
  

Journal Source by Description (unavailable after Jan. 3, 2012)

Replaced by:

We are not replacing this report. Please contact us if this will hinder your productivity.

 

Object Code and Control Code (unavailable after Jan. 3, 2012)

Replaced by:

We are not replacing this report. Please contact us if this will hinder your productivity.

 

Org IDs by Description (unavailable after Jan. 3, 2012)

Replaced by:

  • Look Ups/Org Look Up
 

Org ID: List of Programs or Projects (unavailable after Jan. 3, 2012)

Replaced by:

  • Look Ups/m-Fin SPEEDTYPE LIST - also, all m-Fin reports that prompt for speedtype can search speedtypes by description.
 

Org Tree Browser

  

SpeedType Code by Description (unavailable after Jan. 3, 2012)

Replaced by:

  • Look Ups/m-Fin SPEEDTYPE LIST - also, all m-Fin reports that prompt for speedtype can search speedtypes by description.
 

Sub-Classes by Description (unavailable after Jan. 3, 2012)

Replaced by:

We are not replacing this report. Please contact us if this will hinder your productivity.

 

Charts

Actual Account History (unavailable after Dec. 16)

Replaced by:

  • m-Fin BAE BY MONTH – SUMMARY
  • m-Fin EXPENDITURE ACTUALS BY MONTH – TOTAL
  • m-Fin REVENUE AND EXPENDITURE ACTUALS BY MONTH – TOTAL
  

Budget and Expenses by Month (unavailable after Oct. 13)

Replaced by

  • m-Fin REVENUE AND EXPENDITURE ACTUALS BY MONTH – TOTAL
  • m-Fin EXPENDITURE ACTUALS BY MONTH – TOTAL
  • m-Fin BAE BY MONTH – SUMMARY
  

Monthly Summary – Revenues and Expenses (unavailable after Oct. 13)

Replaced by

  • m-Fin REVENUE AND EXPENDITURE ACTUALS BY MONTH – TOTAL
  • m-Fin EXPENDITURE ACTUALS BY MONTH – TOTAL
  • m-Fin BAE BY MONTH – SUMMARY
  

 


FIN8RPT (PeopleSoft Finance Reporting) was decomissioned September 30, 2012.

All FIN8RPT users were granted access to run these reports directly in the PeopleSoft Finance System.


Hands-on Training

Contact your campus finance office for a training schedule.




Cognos QA test environment

Check out new reports and learn how to use the new Cognos QA Test Environment.



 

  
           
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