FINJA133 - Running the Cognos Executive Agency Budget Request by Program Report by Ohio

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									Running the Cognos Executive Agency Budget Request by
Program Report Job Aid
This job aid helps you run the Cognos Executive Agency Budget Request by
Program Report using the Cognos reporting tool. This report is a required part of
your submission of the FY 2010-2011 Agency Budget Request. This report
summarizes your agency’s budget request at the program level.

You can run this report for a single program in your agency. You can also run it for
all programs within your agency at the same time. If you run the report for all of
your agency’s programs at the same time, OAKS displays each program on a
separate page of the report.

Step     Explanation and Details
1.       Open your Internet browser (i.e. Internet Explorer or Netscape) and type
         https://cognos.ohio.gov in the address bar. You can also copy and paste
         the web address into the address bar of your Internet browser.




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Step     Explanation and Details
2.       Press Enter on your keyboard or click the Go button in your Internet
         browser to go to the Cognos login screen.


3.




         Click the Namespace: dropdown list and select (click) “oaksepm”. Then
         click the OK button to go to the second Log on page.
4.




         Enter your Cognos User ID (OPRID) and Password. Your OPRID gives
         OAKS your security access level and the agency for which you can run
         reports.

         Click the OK button to go to the main Cognos page.




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Step     Explanation and Details
5.




         Click the Cognos Connection link to go to the Cognos Connection page.
         This page lets you select reports in the Public Folders or reports you have
         created in your My Folders section.




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Step     Explanation and Details
6.




         Click the OAKS FIN Operational Reporting Warehouse (ORW) folder to
         open the folder and see a list of the Cognos BPM reports.
7.




         Click the Executive Agency Budget Request by Program link to run the
         Executive Agency Budget Request Report by Program report.




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Step     Explanation and Details
8.




         Select your Agency from the first dropdown list. The dropdown list only
         shows the agencies to which you have security access. This field is required
         – you must select an agency before you can run this report.




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Step     Explanation and Details
9.




         You can choose to include only the budget data from either the Operating
         A or Operating B activity by clicking the Operating Type A or Operating
         Type B checkboxes. If you do not select either checkbox, OAKS
         automatically runs the report for both the Operating A and Operating B
         budget data.

         After selecting the activity you want to include in the report, click the Next
         button.

         Note: If you need to make changes to the report options, click the Back
         button. The screen prints in this job aid show the report run for both
         Operating A and Operating B budget data. See Appendix A for a screen print
         of the report run for only Operating A budget data.




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Step     Explanation and Details
10.




         Select the desired program from the list of available programs for your
         agency. If you select a single program, the report runs for only that
         program. If you don’t select a program and leave “Program Code” selected,
         the report runs for all programs in the list.

         After you select a single program or choose to run the report for all agency
         programs, click the Finish button.

         Note: If you need to make changes to the report options, click the Back
         button. The screen prints in this job aid show the report run for a single
         program.




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Step     Explanation and Details
11.




         OAKS displays your report.
           • At the top of the report, you can see the Agency, Program Code,
              and Program Description.
           • The report then shows budget data for the program by Fund Code,
              Appropriation Line Item, and Account at the Category or Class
              level by fiscal year.
           • The report also includes totals for both the Appropriation Line Item
              and the entire program.
12.      Click the PDF button to view the report in PDF format. This format contains
         the exact same information, and it may be easier to read and/or to print on
         your computer.

         Cognos automatically opens the PDF version in a new window.




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Step     Explanation and Details
13.

           Page 1




           Page 2




         These screen prints show the report in a PDF format.

         The number of pages for your report depends on the number of Fund, ALI,
         and Account groupings for the chosen program or if you ran the report for
         all agency programs.



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Step     Explanation and Details
         Note: The report in this example needs two pages to show all the program’s
         budget data.
14.      Click the Save button to save the report as a PDF file.


15.      Click the Print button to print the report for OBM or agency review.


16.      Congratulations! You have learned how to run, save, and print the
         Cognos Executive Agency Budget Request by Program Report.




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Appendix A – Cognos Executive Agency Budget Request by
Program for Operating A only

This screen print shows the Cognos Executive Agency Budget Request by Program
Report run for only Operating Type A (Operating A budget data). Notice the report
displays “Operating Type A” in the top, right corner of the report to show that you
only ran the report to include the Operating A budget data.




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