Vista Plus
Session 1
Summer, 2004
1
Program Objectives
In this session you will
learn how to navigate and
interpret financial reports
using Vista Plus.
2
Agenda
This program will focus on:
• Overview of Vista Reporting
– Comparison to other BC reporting tools
• Login and Navigation
– Using you Web Browser
– Navigating reporting folders
– Using search criteria
• Interpreting Reports
3
Vista Overview
• Electronic version of the end-of-month
paper reports
• Dept or Project driven security
• Access
– PS Users
• Same Depts/Projects
– Non-PeopleSoft users
• Access to same Depts as they see in hardcopy
• Questions: Contact your P1
• Salary Managers will receive first round
of electronic reports
4
Reporting Transitions
Pre June 2003
Post June, 2003
Current
AMO90 (Dept. Summary)
ACR
ACR
AMO 91 (Dept Detail)
TDR
TDR
AC01 (Dept. Summary)
Online Query
(BC_GL_ACR)
Online Query
(BC_GL_ACR)
AC06 (Dept. Detail)
Online Inquiry
(TDI)
Online Inquiry
(TDI)
Executive Reporting
• Departmental Expense Summary
• School Expense Summary
• Grants Summary by Department
5
Reporting Options
Type
Uses
•
•
•
•
•
Electronic version of end of month reports
Available throughout the month
Can search on Chartfield criteria
Preformatted for readability
Can download to PDF
•
•
Can download and analyze in Excel
Criteria selection and wild-card use allows for
great flexibility (if you understand the chart
structure)
BC Custom
Report
•
•
•
PeopleSoft
Inquiry
•
•
•
•
Vista Plus
Query
Additional Info
•
•
Snapshot of the prior closed months
Cannot manipulate
•
•
Generates raw data only, no totals
Does not format data
Creates PDF’s
Effective control documents
Produces large volume of summary data
•
•
Cannot manipulate
Sometimes too large to print on
your PC
PeopleSoft delivered functionality
Effective way to look up data
Can include balance forward information
Real time information
•
Takes many steps to get to source
data
Can only evaluate one transaction
at a time
•
6
Vista on the Mac
• Can use Safari browser, but lose
some functionality (subreports)
• Netscape – less functionality
• Alternative
– Install Mozilla 1.7
– https://download/applications/browsers
7
Logging In
• URL
– https://myreports.bc.edu
8
Vista Plus
9
Vista Plus
10
Report Inventory
•
•
BCGLR014AY
BCGLR007AY
S
D
Budget Actual Compare Gen Univ
Transaction Detail Gen Univ
•
•
BCGMR001
BCGMR002
S
D
Budget Actual Compare Grants
Transaction Detail Grants
•
•
BCGLR0149Y
BCGLR0079Y
S
D
Budget Actual Compare Agencies
Transaction Detail Agencies
•
•
BCGLR0142Y
BCGLR0072Y
S
D
Budget Actual Compare Gft End
Transaction Detail Gft End
•
•
BCPCR001
BCPCR002
S
D
Budget Actual Compare Cap Proj
Transaction Detail Cap Proj
•
BCGLR021
S
Expense Summary with Project
S-Summary
D-Detail
11
Management Reporting Flow
Department Expense Summary
BCGLR021
Listing of all departmental chartstrings
Budget/Account Comparison Report
BC_GL_ACR
Account detail of a specific department
chartstring
Transaction Detail
Transaction detail of a specific
department chartstring
TDR
Transaction Detail
Report
12
Support
• Technical Questions
– Contact FMS Support Desk
• Phone: 552-2100
• Email: fms@bc.edu
13