Georgetown University
Financial Reporting Environment (FRE)
Getting Started
Georgetown University
Purpose of FRE
 Comprehensive financial reporting environment
– Financial Access+ reports
– Many PeopleSoft financials reports
– Finaff reporting services reports (Wayne Mircoff’s)
 Enhanced reporting options
 Environment where development of reports does
not require significant UIS support
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How to access FRE
 Install VPN
 Configure internet for FRE extracts
 Login to VPN
 Login to FRE
 Navigate to Reports
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Install and Login to VPN
Install VPN
https://guvpn.georgetown.edu
Internet Configuration
Follow internet configuration instructions to set up FRE for
Excel extracts.
http://financialaffairs.georgetown.edu/FMS/FREprocedures.html
Issues
Contact the UIS Help Desk at 202-687-4949 or
help@georgetown.edu
Login
Login to VPN with NETID and Password.
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Login to FRE
Login to Cognos with NetID and Password
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i.
Open Internet Explorer
ii.
Enter https://gureports.georgetown.edu or use link
available on Finaff home page
GU FRE Cognos Training
Make sure the URL
begins with https
https://gureports.georgetown.edu
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Navigate to Reports
1 - Click on IBM Cognos content
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2 - Click on Finance
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Navigate to Reports
Report Folders
Report Glossary
•Shows all reports
•Parameters that you can use to
run/filter the report
•Folder where the report is located
•Columns (data) that are displayed in
each report
•Definition of each column
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Select a Report
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Parameters/Prompts
There are two types of prompts “Required” and “Optional”
All “Required” prompts must be chosen to run reports.
All “Required” prompts have an orange star indicating “Required.”
Select desired fiscal year, accounting period, status, and
cost center
When all required prompts have been selected
click the ‘Run Report’ button
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Cost Center Search Options
The search option gives context to the search criteria
(Example – Selecting Project PI will bring back only Project
PI information any other information will be an error)
Search Criteria is the actual search term entered to
search for a cost center. (Examples – RX returns all cost centers that start with RX, GX
Biology – returns all GX cost centers that have a
description called ‘Biology’)
Cost Center(s)
from search results
will need to be
inserted into this
area to run report
This area shows all the cost center(s) based on your
search options and search criteria. The search results
are limited to 100 records for optimized functioning.
Use the Ctrl key to select multiple cost centers.
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Default Search Method – looks for the first few letters to search for a cost
center as shown in above example 1.
Setting the search method to “Contains all these keywords” will help in
searching for cost centers as shown in the GX Biology example above.
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Report Layout
Use Excel Format to preserve format
Use CSV Format for data only
Return to report folder
Render report in PDF or Excel
Drill Through
Additional pages
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Selected parameters
Return to Prompt Page
with prompts preserved
Run time information
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Commonly Used Toolbar icons
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Home
Takes you back to main finance menu
Return
Takes you back to the folder menu
Run
Brings up the prompt page to re-run the report
View in
HTML
Format
Select an alternate view – HTML, PDF, XML,
Excel – including CSV format
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Drill Down / Drill Through
Drill Down/ Drill Through - hyperlinks on a summary report that allow to expand into details.
Public Folders > Finance
Current Month Actuals
Payroll Expenses
Payroll
Journal
Activity
Current Month Actuals
Revenue and
Non-Payroll Expenses
Non-Payroll
Journal
Activity
Commitments
Payroll Expenses
Payroll
Encumbrances
CSR
Summary /
Detail
Open
Purchase
Orders
Commitments
Non-Payroll Expenses
CSR
Program
Project
Cost Center
Drill Down
No Page Breaks
All Cost Centers
All Activity
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Payroll
Masterlist
Current
Payroll Data
Current
Period and
Fiscal Year
Does not
include fringe
detail
Current
Period and
Fiscal Year
CSR Project
Award ID
Starts with PP
Financial
Summary
Employee ID
PC, PE, PJ,
RX
Campus
School
Division
Department
Program
Cost Center
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Drill through
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Click on amount
highlighted in “blue” to
drill through to detail.
When detail review is
complete click ‘x’ in top
right corner of detail
report to close it.
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User Guides
 Visit the FRE Procedures web page for additional information and
individual report user guides
 http://financialaffairs.georgetown.edu/FMS/FREprocedures.html
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