Holiday Closure
The OUC (including FSS Help), along with other CU System Administration offices, will be closed from
Monday, December 23, 2024, through Wednesday, January 1, 2025.
We will reopen for normal business hours on Thursday, January 2.
The OUC (including FSS Help), along with other CU System Administration offices, will be closed from
Monday, December 23, 2024, through Wednesday, January 1, 2025.
We will reopen for normal business hours on Thursday, January 2.
One-liners are reports with one line per speedtype or project. They are handy when you have a lot of speedtypes or projects to review or when you have a set of speedtypes or projects that need to be considered together as a group. We have two new one-liners ready for you to try:
Use m-Fin PROJECT SPEEDTYPE ONE-LINER when you are solely focused on projects. It offers project-specific options such as filtering by project end date and displaying project AR type (accounts receivable type).
Use m-Fin SPEEDTYPE ONE-LINER when you are interested in all funds. It is like m-Fin SPEEDTYPE SUMMARY but is less strictly focused on available balance. m-Fin SPEEDTYPE ONE-LINER always will show the budget amount if you ask it to, for example, whereas m-Fin SPEEDTYPE SUMMARY reveals the budget amount only if the speedtype's available balance is budget based.
Both of these reports have many options in the EXTRAS prompt, allowing you quite a bit of control over which columns will appear. While this is nice for the increased flexibility it provides, it does confront you with quite a few EXTRAS options to pick from. You'll need to spend a few minutes getting oriented.
Both of these reports have optional prompts that provide for up to four levels of subtotaling. Want the speedtypes subtotaled by fund within each org? Set group A to org and group B to fund. Want a simple list instead, uncluttered by subtotaling headers and footers? Leave all four of these prompts unused.
You'll find the subtotal prompts on the second page of prompting, available via the Next button.
The other one-liners already available in m-Fin differ from these new reports in the following ways:
If these other reports were never quite what you were looking for in a one-liner then please come on into Cognos QA and give our two new reports a test drive. [These reports migrated to production in April 2015.]
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Comments
m-Fin PROJECT ONE-LINER used to let me select multiple PI, now I can't. is it something you could change back, how it was before? Thanks
m-Fin PROJECT ONE-LINER has been single-select on PI name since it was first introduced in Aug 2014. The only m-Fin report I recall that multi-selects by person is m-Fin COMPENSATION SUMMARY.
Interesting. I'll have to run it a few more times, but I think this could be helpful.
I'd like to see more reports that have the sort option, "none". This would combine all the programs / speedtypes information together which at times is what I am looking for.
Kathryn - The sub-totaling in the one-liners does this kind of combining. If there are so many speedtypes that even a one line per speedtype presentation is too voluminous then maybe try out some of the m-Fin reports that have TOTAL in their names. Also m-Fin ACCOUNT NUMBER is worth a look if you are not needing budgets or encumbrances. It is more detailed rather than less, but is another report meant for considering sets of speedtypes together.
During our own testing we found that a few of the EXTRAS in m-Fin PROJECT SPEEDTYPE ONE-LINER would also be nice to have in the simpler m-Fin PROJECT ONE-LINER. So we just went ahead and added those and this slightly enhanced version of m-Fin PROJECT ONE-LINER will migrate along with these new reports.
I love the new "speedtype one-liner". It allows me to see all of my auxiliary cash balances as well as the net asset balances by node and fund type.There are a lot of options to this report that makes it very customizable.
Why are there speed types on the One Line report that do not appear on the speedtype summary report? I selected Active and Inactive for both reports. Should the same STs appear? Also, adding the status of Active/Inactive to the One-Liner report would be helpful. The ST Summary report shows the status.
Christine - I am not sure but I suspect it has something to do with inactive speedtypes that have nothing booked in the current FY. m-Fin SPEEDTYPE ONE-LINER might be showing some of them now, and the next version definitely will show all of them, whereas m-Fin SPEEDTYPE SUMMARY only shows inactive speedtypes that have something booked in the current FY (a feature that for a brief while was true for all of m-Fin, but now only remains in m-Fin SPEEDTYPE SUMMARY: https://www.cu.edu/blog/m-fin/2011/02/02/speedtypes-shown-when-running-org ).
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