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Training: m-Fin Financial Statements

(Note: m-Fin Financial Statements training is required for access to the PeopleSoft Finance System in addition to the Finance System training.)

This training shows how to access the Cognos Reporting System, how to read the statements and what information to pay the most attention to. Each class is tailored to match the skills and needs of the participants, so it may review a few basics that you already know. There will be plenty of time for questions and answers on specific problems you have. Since this is a hands-on class, you are encouraged to bring your statements and SpeedTypes to run in class.

This hands-on workshop answers questions about your monthly statements:

  • How do I access and run these reports?
  • How the heck do I read these things?
  • What are they supposed to tell me?
  • What is the most important information to pay attention to?
  • How do I find out how this transaction got on my statement?
  • How do I correct an error?
  • How do I use these statements to advise my unit head?

We review the following Cognos Reporting System m-Fin statements:

  • SpeedType Summary
  • Operating Summary
  • Revenue and Expenditure Summary
  • Financial Detail
  • Balance Sheet Summary
  • ePERS reports also receive some coverage
A very general class schedule to use as a guide
9:00 - 10:00   How to access & run reports
10:00 - 11:00    How to read & interpret reports  
11:00 - 12:00    Available for questions & personalized help 

An IdentiKey is not required, but definitely recommended for these classes.

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Training Date Day Time Location  3215 Marine St | Campus map | Google map
June 17, 2014  Tue 9:00-Noon  Marine Street Science Center (RL6) room W179  
July, 2014      No Training due to FYE
August 20, 2014  Wed  9:00-Noon  Marine Street Science Center (RL6) room W179  
September 17, 2014  Wed  9:00-Noon  Marine Street Science Center (RL6) room W179  
October 15, 2014  Wed  9:00-Noon  Marine Street Science Center (RL6) room W179  
November 19, 2014  Wed  9:00-Noon  Marine Street Science Center (RL6) room W179  
December 17, 2014  Wed  9:00-Noon  Marine Street Science Center (RL6) room W179