AUDIENCE: Non-company Level Report Users
OVERALL CLASS LENGTH: 6 hours
TIMING OF DELIVERY: APPROXIMATE NUMBER OF ATTENDEES/CLASSES: 850
This Instructor-led training session is designed to provide an introduction to UR Financials, how it applies to the Non Company level Reporting audience, and hands-on practice for reporting tasks done in UR
Financials.
Student Guide: To facilitate learning, each participant will receive a Student Guide containing the content of the course as well as room to take notes.
Leader Guide: A Leader Guide will be provided post-training for use by UR facilitators during additional training sessions. The Leader Guide provides instructions for using the training slide presentations and exercises designed for Instructor-Led Training. It provides valuable background and contextual information, as well as step-by-step instructions for facilitation of the training.
PROPRIETARY AND CONFIDENTIAL
2014, Eagle Productivity Solutions

Non Company Level Report Basics (3.5 hours)
10 min
20 min
25 min
45 min
10 min
60 min
30 min
10 min
Introduction and Welcome
Welcome, Methodology
Where We’ve Been; Where We Are Headed
Agenda
UR Financials Tour
Benefits of UR Financials
UR Financials General Navigation: Logging In, Landing Page
Performing a Search
Customization (Worklets/Favorites)
Exercise 1: Navigation Refresher
Transitioning to UR Financials
Concept of Worktags
Commonly Used Worktags
Terminology Changes: From FRS, COGNOS to UR Financials
Knowledge Check
Reporting Fundamentals
Benefits of UR Financials for Reporting
Running Reports: FAO Budgetary Balance Summary-Monthly Ledger Version (Nongrant) NCL ; Transaction Details by Month (Non-grant) NCL
Basic Prompting
Saving Filters
Reviewing the Report Layout
Key Reporting Functionality (Blue links, Column Sort, Filter)
Opening as a PDF, Exporting to Excel
Exercise 2: Running Reports
Introduction to Bursted Reports
What is a Bursted Report?
Retrieving a Bursted Report
Saving a Bursted Report
Exercise 3: Retrieving and Saving Bursted Reports
Grant Reporting
Grant Management Overview
Key Terminology for Grants
Running Grant Reports: Manager Financial Report; Transaction Details by Months (Grant
FAO) NCL; Award Budgetary Balance Summary Report NCL
Reviewing the Report Layout
Grant Reporting Functionality
Exercise 4: Running Grant Reports
FAO Available Balance
Key Terminology
Running Available to Spend Report
Reviewing the Report Layout
Exercise 5: Running the FAO Available Balance
Wrap Up and Next Steps: End of Basic Reporting Class
PROPRIETARY AND CONFIDENTIAL
2014, Eagle Productivity Solutions

Non Company Level Report Advanced (2.5 hours)
30 min
30 min
25 min
20 min
30 min
15 min
Advanced Prompting
Understanding Organizational Prompts
Using Criteria to Filter Report Results
Using Change and Related Actions Icons
Managing Saved Filters (Edit, Delete)
Exercise 6: Understanding Prompting
Advanced Reporting Functionality
Running FAO Activity Summary by Months Report
Drilling Into Transaction Details
Viewing by Worktags (Viewing by 1 Worktag; Viewing by 2 Worktags; Advanced Report
Dropdowns)
Exercise 7: Advanced Functionality
Report Scheduling
Report Scheduling Capabilities Overview
Basic Report Scheduling (Single Report)
Running Scheduled Future Processes (Editing Scheduled Report Request)
Running Process Monitor Report
Advanced Report Scheduling (Group Reports QRC)
Exercise 8: Report Scheduling
Locating Your Report
Reviewing Report Naming Convention
Running View Custom Reports I Can Run Report
Searching for Your Report- Best Practices
Using the Corresponding Reports Spreadsheet
Exercise 9: Running View Custom Reports I Can Run
Case Studies
Exercises to Practice Navigation and Functionality
Wrap Up and Next Steps: End of Advanced Class
PROPRIETARY AND CONFIDENTIAL
2014, Eagle Productivity Solutions