CONTROLLER’S OFFICE
UPDATES:
WHAT’S NEW IN FLASHLINE
FINANCE REPORTS AND
YEAR END REMINDER
Presented by Melissa Cope, Financial Accounting
BAS Forum: 2/13/13
Multiple Index Budget Summary
Report


Report Purpose: To provide the same information
available in the Budget Summary report, but for
multiple indexes.
*Allows for multiple budget summary reports to be
generated by entering prompt information once.
Report Source: The report is written in Cognos
which is pulling data from Internet Native Banner
(INB) nightly. Comparable real-time time data can
be found by viewing Banner form FGIBDST.
Multiple Index Budget Summary
Report

Accessing the Flashline Finance Reports:
1. Login to Flashline http://www.kent.edu/
2. Select the “My Action Items” tab
3. Scroll to the bottom of the page
4. Look in the middle section, titled Finance Reports.
5. Select Multiple Index Budget Summary (the 2nd
selection)
Multiple Index Budget Summary
Report – Prompt Page

Multiple Index Budget Summary Report Prompt
Page:
1. Select the department organization code or
codes
2. Click “Reprompt”
3. Select the index or indexes
4. Select the Fiscal Year
5. Select the Fiscal Period
6. Click Finish
Multiple Index Budget Summary
Report – Prompt Page
2
1
3
4
5
6
Multiple Index Budget Summary
Report - Output

Report output: Format Options
* HTML Format: The report automatically produces an
HTML view (web view). For each index, a budget summary
report view is produced. Page Down to view all indexes.
The output reports are in sequential index number order.
*PDF Format: Once in HTML view (web view), the option is
available to extract the output reports in PDF. Again, for
each index, a budget summary report view is produced.
Scroll down the PDF document to view each index and
the corresponding budget summary report. Remember,
the drill through feature is available in the PDF view.
Multiple Index Budget Summary
Report - Output

Report output: Format Options
* Excel Format: Once in HTML view (web view), the
option is available to extract the output reports in
Excel.
For each Index and corresponding budget summary
report, a new tab is created in the Excel workbook.
Please note, the drill through feature is unavailable
when view reports in Excel.
Multiple Index Budget Summary
Report - Output
Multiple Index Budget Summary
Report - Output

Report output: Format Options
Issues:
The Header Section creates a lot of extra white
space when extracting to PDF and Excel.
Multiple Index Budget Summary
Report
If this new report is well received, the Controller’s
Office would like to create a multiple index
transaction report.
We welcome any suggestions for improvement!
Multiple Index Budget Summary Report

Any questions on the new Multiple Index Budget
Summary report?
BUDGET SUMMARY REPORT –
TRAINING VIDEO

Accessing the Budget Summary Training Video:
1. Login to Flashline http://www.kent.edu/
2. Select the “My Action Items” tab
3. Scroll to the bottom of the page
4. Look in the middle section, titled Finance Reports.
5. Go to the section titled, “How To & Help”
6. Select “Training Video – Understanding the Budget
Summary Report”
BUDGET SUMMARY REPORT –
TRAINING VIDEO
BUDGET SUMMARY REPORT –
TRAINING VIDEO
Click Budget Summary button to start the training video
BUDGET SUMMARY REPORT –
TRAINING VIDEO

Video Content:
accessing the report via Flashline
 entering report prompt information
 providing the report purpose
 explaining how report data is organized (i.e.
revenues/expenditures/transfers)
 defining report columns (i.e. Budget, Actual,
Encumbrances, Remaining Balance)
 demonstrating the transaction drill through feature and
other report functionality
 reading/interpreting the report

BUDGET SUMMARY REPORT –
TRAINING VIDEO
Coming Soon……
 Extended
Lesson on Encumbrances
 Closed Captioning
BUDGET SUMMARY REPORT –
TRAINING VIDEO
Questions related to the Budget Summary Report
Training Video?
YEAR END - REMINDER





As we enter these last two quarters of the fiscal
year, please review index activity for any
errors/issues.
Remember to look at encumbrances as well
Utilize the Flashline Finance reports and Banner
INB
Controller’s Office year end memos will go out
end of April or first part of May
Next BAS forum scheduled for June
QUESTIONS?