Dear Colleagues,
We are excited to introduce the newly converted Financial Reports in Microsoft Reporting Services! These reports replace the existing WebFOCUS BI Reports and provide enhanced functionality and accessibility. To help you navigate these changes, we are hosting a series of training sessions via Zoom.
Who Should Attend?
Attendance should be based on your access level and reporting needs. Please review the Financial Reports Selection Guide to determine which sessions are most relevant to you.
Session Offerings:
Each session will focus on different report categories, with an in-depth review of each report.
📅 AU Reports & Detail Reports (Agency, Operating, Gift, Endowment, Carryforward, Service Agreement, ITS Project Funding)
📅 Sponsored Program Reports & Detail Reports (Grants & Contracts, RFC, RSE, Research Incentives, Start-ups, etc.)
📅 Gift & Endowment Reports & Detail Reports
📅 Capital Reports & Detail Reports
How to Register:
Sign up for the sessions through our SharePoint site, where you’ll also find additional resources, including getting started guides, a data dictionary, and list of Financial Reports. 🔗 [Sign up here]
What to Expect:
- A short discussion on the transition from WebFOCUS BI Reports
- A walkthrough of the new Financial Reports in Microsoft Reporting Services
- Time for Q&A
- Zoom session recordings will be available for later viewing
Report Access & Resources:
Financial Reports are now accessible in Reporting Services at https://reports.luc.edu. To learn more about the changes before the training sessions, please refer to our SharePoint site and PowerPoint. Additional training documents will be developed at a later date.
If you have any questions, please feel free to reach out.
We look forward to your participation!
Financial Systems
FinancialSystems@luc.edu