{"id":108736,"date":"2017-07-24T08:44:19","date_gmt":"2017-07-24T12:44:19","guid":{"rendered":"http:\/\/www.bu.edu\/tech\/?page_id=108736"},"modified":"2023-04-11T11:08:55","modified_gmt":"2023-04-11T15:08:55","slug":"2017-07","status":"publish","type":"page","link":"https:\/\/www.bu.edu\/tech\/support\/buworks\/newsletters\/bw\/2017-archive\/2017-07\/","title":{"rendered":"BW Reporting Newsletter"},"content":{"rendered":"<h3>July, 2017<\/h3>\n<h3 aria-hidden=\"true\">From the Editor<\/h3>\n<p><!-- This h3 is not included in the accessibility tree and therefore ignored by the rule -->It&#8217;s July, a time for vacations, picnics, beach trips, and preparing to avoid the construction on Commonwealth Ave. bridge. It&#8217;s also time to present this latest issue of the BW Newsletter. \u00a0As always, I hope you find this issue of the Newsletter informative. Please<span>\u00a0<\/span><a href=\"mailto:wstewart@bu.edu\">let me know<\/a><span>\u00a0<\/span>if you have any questions, comments, or suggestions for future BW Newsletters.<\/p>\n<p>Bill Stewart<\/p>\n<h2><span style=\"color: #800000;\"><strong>Training Calendar<\/strong><\/span><\/h2>\n<h3><strong>July\/August Training Opportunities<\/strong><\/h3>\n<p><strong>Introductory Workshops<\/strong><\/p>\n<p>As is true each month, an assortment of introductory workshops will be available. These sessions present to new employees &#8211; or employees assigned a new business role &#8211; the fundamentals of reporting for\u00a0a particular subject area. The sessions are a great way to review material, too. Even if you previously attended an intro session, you are\u00a0likely to learn new things about reporting &#8211; or to be reminded of concepts that you had forgotten.<\/p>\n<p>Click on any of the following links for a course description and\/or to register for an upcoming session:<\/p>\n<p><a href=\"http:\/\/www.bu.edu\/phpbin\/training\/register\/index.php?admingroup_id=22&amp;course_id=1208\">Funds Management Reporting<\/a><\/p>\n<p><a href=\"http:\/\/www.bu.edu\/phpbin\/training\/register\/index.php?admingroup_id=22&amp;course_id=1217\">Grants Management Reporting<\/a><\/p>\n<p><a href=\"http:\/\/www.bu.edu\/phpbin\/training\/register\/index.php?admingroup_id=22&amp;course_id=1242\">Supplier Resource Management Reporting<\/a><\/p>\n<p><a href=\"http:\/\/www.bu.edu\/phpbin\/training\/register\/index.php?admingroup_id=22&amp;course_id=1235\">Labor Distribution (Payroll) Reporting<\/a><\/p>\n<h2><span style=\"color: #800000;\"><strong>Tips &amp; Tricks<\/strong><\/span><\/h2>\n<h3>Departmental Text Conventions<\/h3>\n<p>During a recent training workshop, we spent some of our time viewing recent transactions for one of the attendees&#8217; departmental expense activity reports. It was easy to understand things like the individual or lab\u00a0for whom a purchase was made, what project (or sub-project) was involved, and so forth. Why was it so easy? Because that department adheres to an internal convention that requires administrators to note the who, what, where and why related to an expense. By &#8220;internal convention,&#8221; I mean a consistent way of documenting activity &#8211; in a way and a format that makes sense to that department.<\/p>\n<p>BUworks contains a great deal of data to provide you\u00a0with insight into expenses of various types; revenues, too. The point is, though, that you can record even more information by using system comment and free text fields when they are available. This can make your life much easier when you&#8217;re trying to better understand activity displayed in your BW reports.\u00a0If your department is not currently using some sort of convention like this, it&#8217;s worthy of your consideration.<\/p>\n<h3>Filter Key Figures Based on Threshold Values<\/h3>\n<p>Have you ever wanted to remove all of the $0 commitment amounts in your list of open commitments? Or do you need to find all expenses above a specific threshold amount? Or how about finding purchases that fall within a particular range of dollar amounts? If so, this document describes how to do exactly that:\u00a0<a href=\"https:\/\/www.bu.edu\/tech\/files\/2015\/12\/BW-How-to-Filter-Key-Figures-using-the-Condition-Function.pdf\">BW How to \u2013 Filter Key Figures using the Condition Function<\/a><\/p>\n<h3>Employee Absence Tracking Report<\/h3>\n<p>Do you need to construct a list of employees in your organization that shows time accrued and time used for vacation, sick time, and personal days? The Employee Absence Tracking report allows you to view, for a single month or a date range, for one or more employees in an Organizational Unit (depending, of course, on your security permissions). Access to the report\u00a0is limited to Payroll Coordinators, Managers and Time Keepers.<\/p>\n<p>The report is accessed via\u00a0the<span>\u00a0<\/span><strong>Reporting \/ Human Capital Management \/ Time Management<\/strong><span>\u00a0<\/span>folder. This document describes how to run the report and to understand the information returned:\u00a0<a href=\"https:\/\/www.bu.edu\/tech\/files\/2016\/05\/BW-How-to-Run-HCM-Employee-Absence-Tracking-report-Historical-View.pdf\">BW How to run \u2013 HCM Employee Absence Tracking report \u2013 historical view<\/a>.<\/p>\n<h2><span style=\"color: #800000;\"><strong>End Notes<\/strong><\/span><\/h2>\n<h3><a id=\"xcustom\"><\/a><strong>Custom Training Sessions<\/strong><\/h3>\n<p>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\u2019m 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\u2019re interested in discussing the development of a custom session for your department or school\/college,<span>\u00a0<\/span><a href=\"mailto:wstewart@bu.edu\">contact me via email<\/a><span>\u00a0<\/span>or give me a call at 617-353-6382.<br \/>\n<a href=\"\/buworks\/files\/2016\/01\/endotes_newsletter_banner.jpg\"aria-label=\"Endnotes\"><\/a><\/p>\n<h3><strong>No Longer Interested in the Newsletter?<\/strong><\/h3>\n<p>You can unsubscribe from the Newsletter email list by visiting<span>\u00a0<\/span><a href=\"https:\/\/www.bu.edu\/tech\/support\/buworks\/newsletters\/opt-out\/\">this page<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>July, 2017 From the Editor It&#8217;s July, a time for vacations, picnics, beach trips, and preparing to avoid the construction on Commonwealth Ave. bridge. It&#8217;s also time to present this latest issue of the BW Newsletter. \u00a0As always, I hope you find this issue of the Newsletter informative. Please\u00a0let me know\u00a0if you have any questions,&#8230;<\/p>\n","protected":false},"author":1467,"featured_media":0,"parent":111951,"menu_order":7,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"_links":{"self":[{"href":"https:\/\/www.bu.edu\/tech\/wp-json\/wp\/v2\/pages\/108736"}],"collection":[{"href":"https:\/\/www.bu.edu\/tech\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.bu.edu\/tech\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.bu.edu\/tech\/wp-json\/wp\/v2\/users\/1467"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bu.edu\/tech\/wp-json\/wp\/v2\/comments?post=108736"}],"version-history":[{"count":13,"href":"https:\/\/www.bu.edu\/tech\/wp-json\/wp\/v2\/pages\/108736\/revisions"}],"predecessor-version":[{"id":144967,"href":"https:\/\/www.bu.edu\/tech\/wp-json\/wp\/v2\/pages\/108736\/revisions\/144967"}],"up":[{"embeddable":true,"href":"https:\/\/www.bu.edu\/tech\/wp-json\/wp\/v2\/pages\/111951"}],"wp:attachment":[{"href":"https:\/\/www.bu.edu\/tech\/wp-json\/wp\/v2\/media?parent=108736"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}