Kuali Day Planning for Data Warehouse

Preparation Tasks:

Valerie will create a new package called "Kuali Day Demo" with a limited number of transactions and columns

Jason will build a simple report based off of this package

Jason will create screen shots of Cognos demo screens and will send them to Valerie

Show and Tell:

Quick Overview of Plan

Demo of UofA KFS reports

Demo of Cognos

• Dashboard/Reports List
• Reports
• AdHoc Query

Pamphlet:

We're Going Green! (put green leaf image here) No more waiting for delivery of your paper reports!

The new UCI Decision Support (UCI DS) system will provide the following functionality:

• Standardized Reports that are accessible on-line via PDF or Excel
• Report scheduling and email delivery - report links will be emailed to you as soon as they are ready
• Drill-down capability from summary data to transactional details
• AdHoc Query with an easy to use drag and drop interface
  
  

Future Enhancements:

• Dashboards
• Drill-through capability on transactions between reports (e.g. drill to invoice detail from a ledger transaction)
• Enhanced projection tool, integrated with UCI DS

Questions:

• What does UCI DS stand for?
• What formats can you get your new reports in?

Contact Information:

Valerie Jones, vjones@uci.edu, (949) 824-1722

Jason Jensen, jcjensen@uci.edu, (949) 824-8087

Durendal Huynh, durendah@uci.edu, (949) 824-9348