Procurement Reporting in Cognos
Note: Before you can take this class, you must have completed the below pre-requisite(s).
Financial Management 101: Introduction to FOAP Codes
Introduction to Cognos
Course Description
This class provides an overview of the reports used to mointor activities related to Procurement. The hands-on session provides an opportunity to learn how to use the Cognos Reports related to procurment, a review of the Vendor Payments Application and discussion about Banner Account coding.
Learning Outcomes
- Overview of the reports available for monitoring procurement activity with hands-on practice
- Knowledge of HUB Expenditures and how to use various HUB reports to track current percent to goal
- Cultivate an understanding of Encumbrance activity and the departmental role in monitoring these and closing as necessary
- Achieve a familiarity of how to tie a vendor payment to a specific encumbrance
Training Aids
Below you will find a list of tools and resources that will be referenced during class. You will receive an email prior to class with instructions on what to print and bring with you.