MicroStrategy Quick Guide: Running the PI Report

Transcription

1 MicroStrategy Quick Guide: Running the PI Report ITS Business Intelligence Group Go to reporting.gmu.edu and click on Login to Microstrategy ACTION Enter User name and Password. Keep default selection of LDAP Authentication. Click Login. MSTR Version File Last Updated: November 30, 2016

2 Open a Project and Navigate to a Report ACTION Click on Administrative ACTION Click on Shared Reports ACTION Click on PI MSTR Version File Last Updated: November 30, 2016

3 ACTION Click on PI Dashboard or PI Dashboard Admin (for filtered results helpful to users with master fund/org access). PI Dashboard Admin will have one extra step before the below result. The extra step allows users to select based on division, PI, grant or fund. RESULT ACTION Export Initial View to Excel by clicking on the button MSTR Version File Last Updated: November 30, 2016

4 ACTION Click Open or Save As when prompted. Excel will open with Initial View by Fund report. RESULT *Please note the default status is Active. The selectors (Status, Org, PI, and Agency) across the top may be used to select your award. MSTR Version File Last Updated: November 30, 2016

5 ACTION Click on a fund under the Fund column OR click in the search box for a specific grant or fund to see the Monthly Spending Graph and the Summary by Fund report. ACTION Click on a grant under the Grant column to see the pop up screen for multiple funds under one grant. MSTR Version File Last Updated: November 30, 2016

6 ACTION GRAPH: Drag the bar under the Monthly Spending bar chart to adjust what you see across specific time frames. The red line on the graph is the average. NOTE: These graphs can be exported to PDF or Excel (see icon drop down in upper left hand corner of graph). BEFORE AFTER MSTR Version File Last Updated: November 30, 2016

7 ACTION To see the full detail of the fund without scrolling in the Summary by Fund section, click the Fund button for a quick view pop up screen. Click anywhere outside the pop up screen to leave it. MSTR Version File Last Updated: November 30, 2016

8 ACTION Click to see labor and direct expenditures for inception to date or specific months. OPTION 1: Do not select dates to see inception to date details. Click Run Document. OPTION 2: Select start month under Available. Click the or double click to bring date over under Selected. Repeat these steps for 2. Choose End Month. Click Run Document. MSTR Version File Last Updated: November 30, 2016

9 RESULT ACTION Click Labor Detail by Account tab for all labor by pooled category MSTR Version File Last Updated: November 30, 2016

10 ACTION Click Acct Pooled Budget Level drop down to select a specific labor category ACTION Click Labor Detail by Employee tab for all labor by employee ACTION Click Employee Full Name drop down to select a specific employee MSTR Version File Last Updated: November 30, 2016

11 ACTION Click Labor Commitments tab for all labor commitments through the end of the fiscal year. ACTION Click Direct Expenses tab for detailed direct expense data MSTR Version File Last Updated: November 30, 2016

12 ACTION Click Acct Pooled Budget Level drop down to select a specific category PRINTING a PI report ACTION Click the icon on the right side of the toolbar. Click Print. ACTION Click Current sheet to print selected tab only. Click All Sheets to print all tabs. Click OK. MSTR Version File Last Updated: November 30, 2016

13 EXPORTING a PI report ACTION Click the (Excel, PDF, etc.) icon on the right side of the toolbar. Click Export and select the ouput format ACTION Click PI Dashboard tab in your browser to return to dashboard and re run to select new fund or new date ranges. MSTR Version File Last Updated: November 30, 2016

14 RECONCILIATION ACTION Click ACTION Select start month under Available. Click the or double click to bring date over under Selected. Repeat these steps for 2. Choose End Month. Click Run Document. MSTR Version File Last Updated: November 30, 2016

15 RESULT Summary by Fund tab (in Excel). See additional 3 tabs (Labor Detail by Account, Labor Commitments, and Direct Expenses for additional reconciliation detail). MSTR Version File Last Updated: November 30, 2016

16 Printing Reconcilation Reports ACTION Within Excel, Select File, Print. Select Landscape Orientation. Select Fit Sheet on One Page. MSTR Version File Last Updated: November 30, 2016

17 PI Dashboard Summary by Grant ACTION Select PI Dashboard Summary by Grant This dashboard has the same functionality and options as PI Dashboard Summary by Fund Initial View except at the grant level. Click on a grant under the Grant column OR click in the search box for a specific grant to see the Monthly Spending Graph and the Summary by Grant report. MSTR Version File Last Updated: November 30, 2016

18 Logging out of Microstrategy ACTION Click on the home icon in the upper left hand corner of the PI Dashboard to go back to the reports screen. Then, click on the drop down arrow icon corner. From the drop down menu, click Logout. next to the username in the upper right hand MSTR Version File Last Updated: November 30, 2016