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WebFOCUS Part I: Financial Portal Reporting
Start Date: 10/21/2020Start Time: 8:45 AM
End Date: 10/21/2020End Time: 1:00 PM
Event Description:
WebFOCUS is the application replacing Hyperion, Brio and direct reporting off of Banner.

WebFOCUS Part I:  Financial Portal Reporting

Designated Attendees:  All Finance/Accounting Staff across the CSCU system.
Skill Level:  No previous experience in WebFOCUS or report generation

Training will start with an overview of WebFOCUS and the canned reports currently available on the Finance Portal, along with an explanation of selectable criteria for specialized or more detail specific reporting.  

The Financial Portal contains 6 Pre-Designed Reports for immediate use as listed below: 
Trial Balance
Fund Balance
Account Transactions
Income Statement
Spending Plan
Net Position

The goal is for finance users to be able to do the following:
o Recognize and use basic terminology and concepts of WebFOCUS
o Navigate the WebFOCUS home page and Financial Portal Reports

Training will be a maximum of 4 hours , depending upon questions 

Pre-Class Preparation:
Read Part I of the manual for a brief overview (the manual will be emailed after registration)
PRINT Part III:  Exercises of the manual for ease of use in class (if possible)
Come prepared with the following codes for your institution to do sample reports:
o operating fund code
o grant fund code
o expense account
o general ledger account (choose an account that will produce a small amount of results)
Access to a second device (second monitor, iPad, tablet, etc.) allows easy use of WebEx viewing and separate work environment
WebEx Link to the course meeting (this will be emailed directly after registration)
Login to Enclave prior to training to confirm access is all set up. (may not be required for universities)

Training Team:
Cheryl Bermani-McCann, Instructor
Irena Markova, WebFOCUS administrator
Alessandra Lundberg, Subject Expert
Karyl Bulmer, Subject Expert

Location Information:
Contact Information:
Name: Cheryl Bermani-McCann
Phone: 860-306-7315

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