New Financial Reports “go-to” Guide

To: Oracle Cloud Financial Management System General Ledger and Project Users

Dear Rutgers Colleagues:

In response to your feedback on reporting tools and resources, the University Controller’s Office has created a new, easier-to-understand guide on “go-to” reports that will help you perform key business functions. The guide includes a list of reports that we have prepared, tested and approved with the Enhanced Reporting group – a team of research administrators, business managers, faculty and administrative staff from across the university.

The guide contains two tabs that you can use as reference materials when running reports.

  • The summary tab outlines recommended reports that should be used to perform specific tasks. Report categories include general ledger, project, expense management, procurement and payroll.

  • The detail tab includes a description of the report, the name of the tool that is needed to run the report, and the navigation path to locate the report.

During the past year, various reports and queries were built in anticipation of and in response to your needs. This occurred while we all learned how to work in the Oracle system, use the new chart of accounts, and apply new business processes. As a result, we created numerous reports that caused for many users. This new guide is intended to provide you with a more concise listing of recommended reports to complete key financial management tasks.

As new reports become available, we will send additional communications and update the guide on the Controller’s website. During the next few months, we will conduct a more in-depth review and analysis of all reports and reduce the number of reports and queries to those that are most effective for you to manage your accounts.

If you have questions or suggestions, please contact the Financial Management Help Desk at (848) 445-2100 or finance_helpcenter@finance.rutgers.edu.

Regards,

 

Office of the University Controller