Adaptive Planning and Officeconnect Reporting Matthew Poag Business

Adaptive Planning and Officeconnect Reporting Matthew Poag Business Manager College of Medicine – Tucson

INTRODUCTIONS & OBJECTIVES

College of Medicine Tucson Adaptive Set Up

Adaptive Actuals from KFS Sheets (Financial Data) Assumptions (Statistical Data)

Sheets • All Funds Budget • Personnel Budget • Revenue Budget • Expense Budget • Commitments

Assumptions • All Funds Budget • Workforce • Research Activities • NIH Ranking • Teaching Effort • Resident Training Programs • Banner Transactions

Actuals load from KFS • All the way back from fiscal year 2014 • Summarized level: Org, Account, Object Code, Subaccount, Project Code, Accounting Period • No Transactional level data: document number and transaction/post dates

Adaptive Preview

Sheets (Financial Data) Assumptions (Statistical Data) Actuals from KFS Reports

SAMPLE ADAPTIVE REPORTS

Monthly P&L Report

Commitment Reports

Commitment Reports – cont.

BUILDING AN ADAPTIVE REPORT

One disadvantage about Adaptive reports – Format is less attractive once exported to Excel or PDF

Reports

Reporting using Office. Connect § Professional look and feel § Flexibility in report designs § Monthly updates as easy as a click of a button § Auto feed to Power Point and Word for Executive Summary or board report (Naming function)

Reporting using Office. Connect § Design report formats just like in Excel § Use existing Excel functionality and format • Formula, conditional formatting, logo and pictures § File extension for Office. Connect files is. xlsxai

Reporting using Office. Connect § Adaptive data cells are saved as “N/A”. You will need to Refresh to retrieve data from Adaptive. § Save file as PDF or Excel if you’d like the Adaptive data saved for version tracking purposes § Updates in Adaptive is refreshed in Office. Connect in real time.

SAMPLE OFFICECONNECT REPORTS

BUILDING AN OFFICECONNECT REPORT

Install Officeconnect • Link • https: //knowledge. adaptiveplanning. co m/Reporting/Office. Connect/0000 Using _Office. Connect/9010_Office. Connect_In stallation%2 C_Per_User • Per User vs. Per Machine – check with your IT department for privileges and access level

OFFICECONNECT – Power. Point & Word

QUESTIONS AND THANK YOU poag 1 md@email. Arizona. edu 520 -626 -3632