{"id":109472,"date":"2017-08-17T07:50:38","date_gmt":"2017-08-17T11:50:38","guid":{"rendered":"http:\/\/www.bu.edu\/tech\/?page_id=109472"},"modified":"2023-04-11T11:07:30","modified_gmt":"2023-04-11T15:07:30","slug":"2017-08","status":"publish","type":"page","link":"https:\/\/www.bu.edu\/tech\/support\/buworks\/newsletters\/bw\/2017-archive\/2017-08\/","title":{"rendered":"BW Reporting Newsletter"},"content":{"rendered":"<h3>August, 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 -->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>August\/September 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>Create an Employee Directory for Your School\/College\/Department<\/h3>\n<p>The start of a new semester is right around the corner. What better time to create a directory for your organization? The <em>Faculty and Staff Directory<\/em> report, available to managers and payroll coordinators, allows you to do just that. The report is chock full of useful data, including employee name, office address and phone number, as well as manager name and email address. Furthermore, two Organization Unit levels are available, so you can build an organizational view of your department or school\/college in roster format. An important feature of the report is that it is not limited by the permissions of the person running the report. Thus, if you have the permissions necessary to\u00a0access the report, you can view the organizational assignment of any member of the faculty or staff across the University. So, in addition to using the report to build a departmental directory, it&#8217;s also a great way to look someone up who is employed in another department.<\/p>\n<p>The following image is an example of a roster-based org chart you might build for your organization. This list is for a portion of the BUworks team and shows three managers, the employees who report to each, and includes their titles and contact information.<\/p>\n<p><a href=\"\/tech\/files\/2017\/08\/BUworks-BW-dept-roster-example.jpg\"><img loading=\"lazy\" src=\"\/tech\/files\/2017\/08\/BUworks-BW-dept-roster-example.jpg\" alt=\"BUworks BW dept roster example\" width=\"700\" height=\"122\" class=\"alignnone wp-image-105399\" \/><\/a><br \/>\n[Click to enlarge image]<\/p>\n<p>To see the steps involved in building a roster like this, review this Help guide: <a href=\"https:\/\/www.bu.edu\/tech\/files\/2015\/12\/BW-How-to-Build-an-Org-Unit-based-Departmental-Directory.pdf\">BW How to &#8211; Build an Org Unit-based Departmental Directory<\/a>.<\/p>\n<h3>Add a Grand Total to a Report<\/h3>\n<p>If the report you&#8217;re using doesn&#8217;t already include a grand total, how do you add one? It&#8217;s easy. Given the set of expenses for this grant,<\/p>\n<p><img loading=\"lazy\" src=\"\/tech\/files\/2017\/08\/BUworks-BEx-overall-result-step0.jpg\" alt=\"BUworks BEx overall result - step0\" width=\"275\" height=\"229\" class=\"alignnone size-full wp-image-109546\" \/><\/p>\n<p>right-click on the first element in the <em>Rows<\/em> list. In this case, that&#8217;s <strong>Grant<\/strong>.\u00a0What you click on has nothing to do with\u00a0<strong>Grant<\/strong>. We use this only because it is the <span style=\"text-decoration: underline;\">first<\/span> item in the list. Next, slide your cursor down to <em>Properties<\/em>, then slide right and click on <em>Characteristic<\/em>.<\/p>\n<p><img loading=\"lazy\" src=\"\/tech\/files\/2017\/08\/BUworks-BEx-overall-result-step1.jpg\" alt=\"BUworks BEx overall result - step1\" width=\"400\" height=\"225\" class=\"alignnone size-full wp-image-109534\" \/><\/p>\n<p>Click the drop-down on the <em>Display Results<\/em> line and select <em>Always<\/em>. Then click the <strong>OK<\/strong> button.<\/p>\n<p><img loading=\"lazy\" src=\"\/tech\/files\/2017\/08\/BUworks-BEx-overall-result-step2.jpg\" alt=\"BUworks BEx overall result - step2\" width=\"400\" height=\"303\" class=\"alignnone size-full wp-image-109535\" \/><\/p>\n<p>Here&#8217;s the outcome. An\u00a0<em>Overall Result<\/em> line, which indicates a grand total in SAP, is now visible.<\/p>\n<p><img loading=\"lazy\" src=\"\/tech\/files\/2017\/08\/BUworks-BEx-overall-result-final.jpg\" alt=\"BUworks BEx overall result - final\" width=\"275\" height=\"246\" class=\"alignnone size-full wp-image-109536\" \/><\/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>August, 2017 From the Editor I hope you find this issue of the Newsletter informative. Please\u00a0let me know\u00a0if you have any questions, comments, or suggestions for future BW Newsletters. Bill Stewart Training Calendar August\/September Training Opportunities Introductory Workshops As is true each month, an assortment of introductory workshops will be available. These sessions present to&#8230;<\/p>\n","protected":false},"author":1467,"featured_media":0,"parent":111951,"menu_order":8,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"_links":{"self":[{"href":"https:\/\/www.bu.edu\/tech\/wp-json\/wp\/v2\/pages\/109472"}],"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=109472"}],"version-history":[{"count":20,"href":"https:\/\/www.bu.edu\/tech\/wp-json\/wp\/v2\/pages\/109472\/revisions"}],"predecessor-version":[{"id":144964,"href":"https:\/\/www.bu.edu\/tech\/wp-json\/wp\/v2\/pages\/109472\/revisions\/144964"}],"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=109472"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}