Reports Committee
- Lisa Kopecky (chair)
- Welcon Badal
- Allyson Bates
- Dick Bednar
- Burt Casey
- Leslie CHang
- Wayne Goodwin
- Laleh Graylee
- Joan Horn
- Lea Jarnagin
- Susan Kachner
- Joe Luzzi
- Rachel Lynch
- Chris Manriquez
- Shelly Montoya
- Gary Murphy (IO Consultant)
- Lisa Penunuri
- Kit Richard
- Divya Raghu (MITS Consultant)
- Barbara Scarpa
- Ann Sciortino
- Susan Sherman-Brown
- ShuYuan Shie
- Betsy Stuck
- Michelle Totten
Responsibilities
- Evaluating how CSUF will handle batch job setup / submission, output generation, report distribution, report archiving and research / data mining against reports in the CMS environment for HR, Finance and Campus Solutions (Student Administration).
- Developing a list of requirements that will be used to evaluate 3rd-party Business Intelligence (reporting) tools to handle the following:
- Creation of production and ad-hoc reports by technical staff and power-users for HR, Finance and Student Administration
- Creation of canned-reports that can be accessed by end-users or run by end-users who could specify pre-determined run-time parameters
Key Decisions and Recommendations
The CMS Reports Committee evaluated several 3rd-party Business Intelligence products and has recommended to the CMS Steering Committee to continue using Hyperion (Brio) as CSUF’s Business Intelligence software platform (updating the software from version 6 to version 9) and to continue using FileNet to archive, access and distribute reports. The CMS Steering Committee has reviewed and approved the recommendation of the CMS Reports Committee. A demonstration of Hyperion is being scheduled for the CMS Steering Committee. The Reporting Committee will continue to explore:
- How to provide better centralized support of Hyperion including report development, software management, Help Desk support and training.
- How to integrate Hyperion with FileNet as appropriate using FileNet as the repository for report storage in the CMS environment.
Hyperion was recommended for several reasons, including:
- The CSU has a statewide license with Hyperion;
- CSUF has an existing license with Hyperion;
- CSUF has existing experience and expertise with Hyperion;
- With the implementation of the CMS datawarehouse, there will be opportunities to share reports developed against the datawarehouse with other CSU campuses if reports are developed using a common Business Intelligence software as defined by the CSU;
- Hyperion meets the requirements identified below by the CMS Reports Committee.
The Reports Committee determined the following requirements for selecting the Business Intelligence software:
- Must be web-based and run equally well on both PC and Mac platforms
- Must be user-friendly with an easy-to-use interface for non-technical users
- Must be able to accommodate both simple reporting needs as well as complex reporting needs.
- Must integrate easily with PeopleSoft and the Data Warehouse allowing reports to be run from either source
- Must support generation of output in a variety of formats including Excel, PDF, HTML, XML, various graphical formats, etc.
- Must support generation of pivot tables which can be filtered and drilled-down for analysis as needed
- Must provide a mechanism to imbed annotations in a report (like highlighting or sticky notes) so that others viewing the report can see those annotations
- Must provide an email delivery mechanism
- Must provide a report distribution mechanism so that a large report can be run once and recipients view only the specific portions of the report based on security parameters.
- Must allow integration with document management software in order to allow reports written in the Business Intelligence environment to be sent to the document management environment.
- Must provide security that controls access to data and reports
- Must also integrate with LDAP directories such as Microsoft Active Directory for authentication of users.
- Must allow for the definition of run-time parameters.
- Must allow reports to be scheduled to automatically be run at a pre-defined date/time as well as supporting ad-hoc running of reports
- Must provide an analytics tool that allows for the creation of a digital dashboard of information that could be included in a portal for end-users
- Must allow reports, cubes, etc. to be published as web services
- Must have sound architecture and hardware requirements and a commitment from the vendor to work in the Fusion environment
- Must have an effective administrative component including remote web-based administrative access