This is a hands-on class is designed for accounting staff who need to review and monitor both transactional and summary level data at the individual account level.
Prerequisite: You must have KFS Accounting Dashboards access when registering for this class. If you do not, submit a request to your Business Service Center to give you the KFS Staff Accounting role in Cynergy.
This course is an overview of the Sponsored Financial Activity dashboard, which presents financial activity associated with sponsored projects. You will learn how to analyze your project by reviewing the current financial status and monitoring activity on a regular basis.
This video tutorial demonstrates how to create Agents in Oracle Analytics Server (OAS). Agents are queries that can be established to run periodically (daily, weekly, monthly, etc.) and email the results to a number of recipients. Agents provide a way to monitor activity and catch discrepancies without having to manually run a report.