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Financial Management Using Compass: Using ... - Emory Finance

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<strong>Financial</strong> <strong>Management</strong><br />

<strong>Using</strong> <strong>Compass</strong>:<br />

Inquiry and Query Basics<br />

<strong>Finance</strong> Division i i


<strong>Compass</strong> Reporting Tools<br />

Inquiry<br />

• Always tie<br />

reports and<br />

queries back<br />

to an inquiry<br />

Query<br />

• Pulls together<br />

different data<br />

elements<br />

Reports<br />

• Report that<br />

looks good<br />

and is<br />

formatted<br />

• Standard<br />

and nVision<br />

<strong>Finance</strong> Division<br />

2


<strong>Compass</strong> System<br />

3. Journals<br />

post to the GL<br />

or Budget<br />

General Ledger<br />

Budget Ledger<br />

Ledger.<br />

Journals<br />

2. A process<br />

generates<br />

journals.<br />

1. Daily work<br />

conducted in<br />

modules.<br />

AR Grants Expenses GL Banking<br />

<strong>Finance</strong> Division 3


<strong>Compass</strong> System<br />

General Ledger<br />

Budget Ledger<br />

nVision<br />

Inquiries<br />

Queries<br />

Standard<br />

Reports<br />

Journals<br />

nVision drills<br />

down using a<br />

query<br />

AR Grants Expenses GL Banking<br />

<strong>Finance</strong> Division 4


The End<br />

<strong>Finance</strong> Division<br />

5

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