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Reporting

Introduction to Financial Reports using Calumo

If you are new to Financial Reports or new to using Calumo; the resources in this section can be useful for you.

guide Requesting Access to Calumo You can request access to use the Financial Reports (Calumo) via an online form. Please follow the link.
guide Calumo Handbook The handbook cover Calumo functionality in general, it is not specific to any one report.
guide What is Calumo? This is an introduction video to Calumo, which can be useful if you are new to Calumo.
guide What data is in Calumo? The overview video that explains what data is available in Calumo.
guide How to Access Financial Reports The Financial reports are hosted in Calumo system. This video shows you how to access it through a browser directly or via myUNSW.
guide Overview of the Member Explorer Video describes the Member Explorer's taskbar and how to use it to find the data member. Most commonly used in filters.
Reporting Handbooks
Project Financials Handbook Project Financials is a suite of reports designed for Portfolio Managers to view the financials for their project(s)
Financial Reporting Handbook The Financial Reporting suite of reports is designed for managers to view a holistic view of the financials for their faculty, school or unit.
Calumo Handbook Calumo functionality not specific to any one report
People Planning Tool People Planning Budgeting Tool
People Planning
guide People Planning Tool People Planning Budgeting Tool.
  Adjustment Position Adjustment Position - extract
  Position mapping

PIMS Position mapping to Plan/Budget Position  -

PP Position Variance Report

Project Financials

Project Financials is a report designed for anyone who manages a project or a portfolio of projects.  Access to the report is automatic for research projects, for non-research projects you will need to apply for "Portfolio Access" using the Finance Systems access request form.  You can also use the same form to nominate others to view the financials for your project(s). 

Here you will find a short video tour of the report as well as a complete handbook containing quick reference guides as well as video tours of the major functions. 

guide Project Financials Handbook Project Financials is a suite of reports designed for Portfolio Managers to view the financials for their project(s)
video Introduction to Project Financials Introduction video to the Project Financials in Calumo
guide Project Financials quick reference guide Two-page quick reference guide to Project Financials in Calumo
guide Project Financials (finance support staff addendum) Provides additional information for support staff to better understand how to support their customers who have questions regarding the Project Financials reports
guide

S25 Project Financials Handbook
(S25 addendum)

This Project Financials Handbook covers the S25 view in Calumo. It also covers the differences between S25 and regular project financials. 
guide

S25 cube forecast input tool
(S25 addendum)

S25 cube forecast input tool step by step guide
guide S25 cube forecast input tool
(S25 addendum)
S25 cube forecast input tool presentation from May 2019
Financial Reporting

Financial Reporting Update (a summary of report, it's purpose and improvements implemented and the pipeline).
 

guide Financial Reporting Handbook (2019 Refresh) The Financial Reporting suite of reports is designed for managers to view a holistic view of the financials for their faculty, school or unit.
qrg Asset List Quick Reference Guide: Asset List
qrg Expenses Reports Quick Reference Guide: Expenses Reports
qrg Finance Dynamic Detail Quick Reference Guide: Finance Dynamic Detail
qrg Financial Snapshot Quick Reference Guide: Financial Snapshot
qrg Financial Summary Quick Reference Guide: Financial Summary (Accounts & Departments)
qrg Financial Trend Quick Reference Guide: Financial Summary Trend
qrg People Costs – by Employee Quick Reference Guide: People Costs – by Employee
qrg Projects List Report & View Quick Reference Guide: Projects List Report & View
qrg Purchasing Quick Reference Guide: Purchasing Approved PO, Purchasing Spending by Vendor and PO Transaction Drill
qrg Subscribe Quick Reference Guide: Subscribing to Financial Reporting
qrg Course Level Detail Quick Reference Guide: Teaching Revenue & EFTSL: Course Level Detail (SLP Cube)
qrg Flash Semester Quick Reference Guide: Teaching Revenue & EFTSL: Flash Semester (SLP Cube)
qrg School Level Detail Quick Reference Guide: Teaching Revenue & EFTSL: School Level Detail (Finance Cube)
qrg Transaction Drill Through Quick Reference Guide: Transaction Drill Through (non PIMS detail)
video Financial Snapshot The financial snapshot walkthrough video (2019 Refreshed)
video Financial Summary - Trend The financial summary trend walkthrough video (2019 Refreshed)
video Financial Summary - Accounts and Departments The financial summary accounts and departments walkthrough video (2019 Refreshed)
FAQ: Expense Details from EMS

It is easy to spot expense details data from UNSW EMS (Expense Management System) in your financial reports.

Click on the picture below to see it bigger.

journaldrill_screen1.png

View a further detail Quick Reference Guide here. 

FAQ: Travel details from TMS

Drill down to your transactions as you normally would until you find your list of journals, under the Source column look for transactions that have the source Travel Management

Click on the travel tab to view data from the Travel Management System.

Click on the picture below to enlarge it.

tms.png

Using Views - New!

 

Watch the Introduction to views for novices webinar recording

icon_video.png

Want to know about adding columns to your views, or adding a calculated column?  Watch this very short demonstration icon_video.png
You've drilled down to data in the GL cube - find out how to do your analysis on screen rather than download to Excel each time icon_video.png
Calumo's Excel Add-ons

These videos related to the use of Microsoft Excel Add-ons to access Calumo directly from MS Excel. This feature is phasing out as we move towards online browser-based access which gives us greater accessibility. 

guide How to Run a Report This video shows how to run a report query from Microsoft Excel
guide P1 Project Report An introductory video to P1 Project Report. Excel Add-on. 
guide P2 Project Report An introductory video to P2 Project Report. Excel Add-on. 
guide P3 Project Report An introductory video to P3 Project Report. Excel Add-on. 
guide Revex Budget Template A video on 'Revex Project' Report. using Excel Add-on. 
guide Installing Calumo Client on Non SOE Computer Instruction how to instal Calumo Client on Non SOE Computer
guide Calumo Tips Tips when using Calumo
guide Calumo Add-in Not Working Troubleshooting Calumo Add-In Not Working
guide Calumo is Disabled Troubleshooting when Calumo is Disabled
guide Calumo Server Misconfigured Troubleshooting when Calumo Server is misconfigured
guide Updating Calumo Data Source in Excel File Instruction on how to update Calumo data source in the Excel file
guide Updating Calumo Macro Instruction on how to update Calumo Macro
guide Updating Calumo password Instruction on how to update Calumo password
Advanced Calumo

CALUMO is a powerful business intelligence and corporate performance management platform created by finance people, for finance people and the teams they serve. Many of its power lies beneath the standard reports. These guides are prepared for those wishing to dive deeper. 

guide How to Create Views An instructional video on how to create a view in Calumo.
guide How to Add Reports  & Views to Favourites A video on how to add reports and view to your favourite list for easy future re-use.
guide Overview of the Data Explorer Overview of the Data Explorer and how to use it to investigate Calumo data cube.


 

AP Contractor Input
guide AP Contractor Input

The Accounting Support Team update AP data with additional information relating to contractors so we can calculate the report FTE.  Additional information includes hours worked, from and to dates and zid of the contactor.

Cubes Explained

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Finance = NS Financials General Ledger. Financial information from systems around the University is sent to the General Ledger in NS Financials in the form of a journal.  Journals contain summarised information, so in order to access additional detail you may need to request access to other cubes.

Foundation = transactions related to DONAT (Philanthropy)

Purchasing = Access to the Finance cube purchasing sub-ledger for additional detail around purchase order transactions.  Without this access you will still see the transactions from Purchasing that are in the General Ledger (Finance cube), but you will not be able to access the additional information that does not go to the actual General Ledger Journal.

Student = SiMs (Student Information Management System).  Without this access you will still see the transactions from SiMs that are in the General Ledger (Finance cube)

HR = PiMs (People Information Management System)  for access to employee pay details.  Without this access you will still see summary pay information that is in the General Ledger (Finance cube) but will not be able to access the details.

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