November, 2017
From the Editor
I recently ran a reporting workshop for a group of research administrators. Several of the attendees agreed that they wanted to know more about how to create and use a View (a customized report layout). On the assumption that their questions about Views represents the tip of a BW question iceberg, I have included a few pointers about Views in the Tips & Tricks section below.
As always, I hope you find this issue of the Newsletter informative. Please let me know if you have any questions, comments, or suggestions for future BW Newsletters.
Bill Stewart
Training Calendar
November/December Training Opportunities
Intermediate/Advanced Workshop
Advanced Reporting for Payroll Coordinators – Does this describe you? You are a Payroll Coordinator, you have taken the introductory BW Payroll Reporting training session, you have worked with the reports for at least a month (so you’re familiar with how to use them), and you’re ready to take the next step and learn about the Employee Master Data reports. If so, this workshop is for you! We will use your questions to set the agenda in order to make the session as relevant to you as possible. Click the link above for a full description of the workshop and to register.
Introductory Workshops
As is true each month, an assortment of introductory workshops will be available. These sessions present to new employees – or employees assigned a new business role – the fundamentals of reporting for a particular subject area. The sessions are a great way to review material, too. Even if you previously attended an intro session, you are likely to learn new things about reporting – or to be reminded of concepts that you had forgotten.
Click on any of the following links for a course description and/or to register for an upcoming session:
Supplier Resource Management Reporting
Labor Distribution (Payroll) Reporting
Tips & Tricks
Drill-down to WebGUI Now Available in GM Reports
The ability to drill directly from a Funds Management detail report has been extended to several Grants reports, including these commonly-used reports: Grant Document for Expenditures (in GM Distributed folder) and Grant Expense Detail (in GM Faculty folder)
The procedure required to take advantage of this capability is described in the Help Guide How to: View Increased Detail via WebGUI Transaction FB03
Saving and Using a View
Once you have run a report and modified it to suit your needs, you may decide you want to save that customized report (referred to as a View in BW). This Help Guide provides step by step instructions to:
- Save a View
- Find and run a View (your own or someone else’s)
- Modify your View and re-save it
It’s worth noting that, once you have created a View, you cannot delete it. However, you can mark a View for deletion. The View will then be deleted by a member of the BW development team. This Help Guide describes how to mark the View for deletion.
Do you have more questions about Views? Send email to Bill.
End Notes
Custom Training Sessions
Have you ever thought that it would be really useful if you could get members of your department together with a trainer to focus on BUworks functionality that is specific to the work your department does? I’m happy to work with any department or group that would like to develop and conduct a custom basic- or intermediate-level reporting training session. There are only two requirements for such a session: (1) input from the group is necessary to develop a relevant agenda, and (2) the group should include four or more employees. If you’re interested in discussing the development of a custom session for your department or school/college, contact me via email or give me a call at 617-353-6382.
Custom sessions scheduled in October/November: School of Public Health, Sargent College, Student Employment, and Human Resources. Would your School or department admins benefit from a custom session?
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