UO Financial Stewardship Institute
IDR/Cognos Reports Analysis Project
April 15, 2014
Project Team
Sponsor – Gordon Taylor
Ellen Coughran
Brandalee Davis
Tim Finch
Denice Gray
Melodi Jayne
Charge to the Project Team
Overview: Using financial information from IDR/Cognos,
analyze the usefulness of current reports and recommend
improvements with goal of more efficient planning among
decision-makers
1. Explore Current levels of awareness of standard
IDR/Cognos reports
2. Identify opportunities to develop additional
standardized reports and analysis
Project Team Approach
 Consult with key individuals
 Gordon Taylor
 Identify issues to address and measure
 Awareness
 Barriers to adoption
 Additional reports and analysis needs
 Select Survey Tool
Survey Method
 Qualtrics survey tool
 25 questions targeting range of usage levels
 Audience
 Budget managers
 Financial staff
 BAO and BRP listservs
 Responses: 252 (31% of those invited)
Audience Survey
 Do you know what IDR/Cognos is?
 Do you use IDR/Cognos?
 Is this your primary reporting/analysis tool?
Who Responded, By Employee Type
120
100
80
60
40
20
0
Manager /
Director / VP
Responses
112
Accountant /
Fiscal Coor /
Grants /
Contracts
69
Admin
Grad Coor /
Acad Adv /
Analyst / Other
39
32
Who Responded, By Unit
31%
Academic Unit
Research Institute
Admin, Aux or other
Central
60%
9%
Are You Aware Banner Oracle Reports
Will Not Be Available In The Future?
80
70
60
50
40
30
20
10
0
Yes
No
Manager /
Director / VP
Accountant /
Fiscal Coor /
Grants /
Contracts
Admin
Grad Coor /
Acad Adv /
Analyst / Other
Are You Aware Banner Oracle
Reports Will Not be Available?
Yes
AAA
40%
CAS
69%
COE
9%
HC
50%
LAW
50%
33%
LCB
SOJ
100%
SOMD
100%
CENTRAL OR AUX
45%
RESEARCH INST
Fewer than 5 responses
38%
0%
20%
40%
60%
80%
100%
120%
Have You Taken IDR/Cognos Training?
Yes
By Employee Type
Manager / Director / VP
47%
Accountant / Fiscal Coor / Grants / Contracts
Admin
42%
3%
28%
Grad Coor / Acad Adv / Analyst / Other
By Unit Type
Academic Unit
45%
Research Institute
29%
Admin, Aux, or other Central
33%
0%
10%
20%
30%
40%
50%
Have You Used IDR/Cognos Since
Training?
Yes
By Employee Type
Manager / Director / VP
75%
Accountant / Fiscal Coor / Grants / Contracts
76%
Admin
0%
Grad Coor / Acad Adv / Analyst / Other
89%
By Unit Type
Academic Unit
86%
Research Institute
43%
Admin, Aux, or other Central
74%
0%
20%
40%
60%
80%
100%
For Those Using IDR/Cognos –
How Frequently Do You Use It?
100%
90%
80%
70%
60%
50%
40%
30%
20%
10%
0%
35%
41%
38%
13%
50%
Rarely
41%
50%
15%
18%
Less Than 5 Times/Mo
Several Times/Day and
EOM
What Do You Like About IDR/Cognos
Reports?
Ease of Converting to Excel
49
Date Range - Reports Can Cross Fiscal Years
43
Scheduled Reports
36
0
20
40
60
What Do You Not Like About
IDR/Cognos?
No HRIS or SIS yet
36
Reports take too long
18
Reports don't give me the
information I need
17
I don't know how reports work
7
0
10
20
30
40
What Would Encourage Use of
IDR/Cognos?
Banner/other reporting not
available
12
HRIS & SIS components
9
Monthly user group training
9
Additional group training
9
One on one training
6
Other
6
0
2
4
6
8
10
12
14
Recommendations
 Educational/marketing campaign to boost
awareness
 Increase marketing strategies
 Emphasize university wide benefits of collaboration
 Further, targeted research into reluctance to
adopt
 Explore the reliance on ‘shadow systems’
 Additional reports wanted
Recommendations cont.
 HR and student data availability crucial
 Provide focused trainings
 Highlight increasing types of reports available
 Suggestions for new reports
Questions