Accessing financial reports in Cognos

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  1. Access Cognos Finance reporting from the Staff tab in Gibson.

  2. Select the month.

  3. Select Organization Number.

    1. The organization number is 22103. Click on Search. Select the result and click Insert.

      1. If you don’t know the organization number, you can browse by clicking on Options and search Registrar, select “contains any of these keywords”

      2. Income from services goes into the Income account (21055).

  4. Export this report by clicking the triangle icon in the upper right and click “Run [preferred format]”.

  5. Format in kind with previous months and copy/paste into the Budget workbook.

 

Which report should I use?

The most often used report to manage the budget is the Budget Statement Report.

If you find any discrepancies, use the Transaction Report to review individual transactions.