Interactive Auditor Dashboard (Insurance) Basma Moharram AIS - PhD Candidate Rutgers University

Size: px
Start display at page:

Download "Interactive Auditor Dashboard (Insurance) Basma Moharram Basma.Moharram@Rutgers.edu AIS - PhD Candidate Rutgers University"

Transcription

1 Interactive Auditor Dashboard (Insurance) Basma Moharram AIS - PhD Candidate Rutgers University

2 The Data Type of claims we have: Life / Disability. Group / Individual. For these claims we have information about: Coverage Beneficiaries Collection of Premiums Payments of Claims 2

3 The Objectives For our work with ITAU Insurance we have different objectives. For the purpose of this presentation we are only discussing the following objectives: Creating an Auditor Dashboard to assist in the audit plan. We are using guidelines from the AICPA electronic guide book for Life and Accidental Insurance. 3

4 Auditor Dashboard We start with the business cycle. We then breaks it down into the main functions within this business cycle. For each main function we think of the possible assertions the auditor would want to test. We design an interactive visualization to help the auditor with these assertions. The following is an example form the Claim Payment Cycle.

5 Life / Disability Insurance Benefit and Claim Payments Cycle Receiving Claims Explorat ory Analysis Accept/Re ject Claims Determi ning Claim Payment Authori zing Payment Payment Maintai ning Contract s Understan ding Claims Hierarchy. Claim Anomalies Reasoncoverage associati on. Group Similariti es Calculations of appropriate claim payment is done in accordance with legal contract Checking Authorizatio n limits Reviewing Approvers activities. All claims paid or incurred represents valid obligations under the contract in force.. Claim settlement is reasonable Contracts status are properly updated after approving the payment. Contract liability are properly updated after approving the payment. In Progress Done Yet to be Started

6 EXPLORATORY ANALYSIS 6

7 Exploratory Analysis Beginning Effective Date Distribution A Chart showing the distribution of the Beginning Effective Date of policies (D_INI_VIG) From the chart an auditor will see that there are high activity between May first and July first You can filter by year. You can see actual data records by right clicking on any node.

8 Exploratory analysis Claim Values The top Chart shows the amount of Claim payments made to clients by company code (COD_CIA) The lower chart shows the same graph only now we have filtered for a specific range of payments Using this graph, an auditor will gain an understanding of the claim payments made by different companies. 8

9 Exploratory analysis Claim Values Same chart as previous slide but now we can see a drill down from Company level, down to activity per each company (COD_RAM O), to product per each activity per each company, until we go down to each single claim. 9

10 Example of AUDIT ASSERTIONS 10

11 Had the approvers exceeded their Authorization Limits? A Chart Comparing the Authorizatio n Limit of the approver (Green) with the actual payments he approved (Orange). You can filter by approver or by Payment month of year. You can see actual data records by right clicking on the specific column you want to see its data.

12 A chart showing both the number of transactions authorized by a specific approver (The higher the number of claims, the bigger the size of square) and the total monetary value he authorized as claim payments (the higher the value, the darker the green) Approvers Activity You can filter by claim monetary value and/or approver s name. An auditor using this graph might be interested in the approver who approved the highest monetary value, or he might be interested in the approver who only authorized one single transaction (smallest square on the lower right corner). 12

13 Approvers Activity: Detailed The top chart shows the approvers total claim payments for each year (2011, 2012) The bottom Chart shows the claim Hierarchy (COD_CIA, COD_RAMO, COD_PRODUTO, NUM_APOL, And NR_SINSTRO) When an auditor select a specific approver s activity from the top chart, the bottom chart will automatically shows only the claims approved by this approver. You can filter for approvers, year of payments, and/or value paid.

14 A Chart showing the payment percentage (amount paid / face value) From the chart an auditor will easily see which claim needs to be investigate d further IS the claim settlement reasonable? VIEW 1: Interest Rates You can see actual data records by right clicking on the specific circle you want to see more 14

15 A Chart showing the Relationship between Interest Rates and Days till Payment. IS the claim settlement reasonable? VIEW 2 Interest Rates with Days till Payment From the chart an auditor will easily see where the relationship does not make sense (higher rate with fewer days till payments. You can filter by number of days or by interest percentage You can see actual data records by right clicking on the specific node you want to see more details about. The example shown in the chart means that the company paid 14100% in excess of face value per day over 30 days. 15

16 A Chart showing the Relationship between Interest Rates (higher as size of circle gets bigger) Different Approvers. IS the claim settlement reasonable? VIEW 3 Interest Rates with Approvers From the chart an auditor will easily see the approvers with unreasonable interest rates. You can filter by approvers You can see actual data records by right clicking on the specific approver (Circle) you want to see 16

17 Audit Assertions IS the claim settlement reasonable? Interest Rates 17

18 Audit Assertions IS the claim settlement reasonable? Interest Rates with Days till Payment 18

19 Audit Assertions IS the claim settlement reasonable? Interest Rates with Approvers 19

20 20

MiPCT Dashboard Report Writer User Guide

MiPCT Dashboard Report Writer User Guide MiPCT Dashboard Report Writer User Guide Report_Writer_User_Guide.docx Page 2 of 5 About the Report Writer The report writer enables you to select individual components from each Dashboard page to view

More information

Budgeting in QuickBooks

Budgeting in QuickBooks Budgeting in QuickBooks Using a budget to plan the expenditure of wing funds helps the wing identify needs along with the ability to analyze the resources necessary to meet those needs. As with any plan,

More information

Project Statistics Dashboard Users Guide

Project Statistics Dashboard Users Guide Project Statistics Dashboard Users Guide Page 1 of 5 Project Statistics Dashboard Analyzing Projects The Project Statistics Dashboard provides an interactive view of projects at various stages of development.

More information

Data Analytics Working Group Update

Data Analytics Working Group Update Working Group Update Bob Dohrer, IAASB Member and Working Group Chair IAASB Meeting June 2015 Agenda Item 3-A Page 1 Audit Data Analytics Agenda Current Landscape What Is It? Audit Data Analytics and the

More information

FUSION CLOUD UC CALL RECORDING ADMIN GUIDE

FUSION CLOUD UC CALL RECORDING ADMIN GUIDE FUSION CLOUD UC CALL RECORDING ADMIN GUIDE Contents: INTRODUCTION...3 LOGGING ON...4 HOME TAB (DASHBOARD)...6 First Look...6 Calls by Category...8 Frequent Callers...9 Calls by Location... 10 Call Handler

More information

In this example, Mrs. Smith is looking to create graphs that represent the ethnic diversity of the 24 students in her 4 th grade class.

In this example, Mrs. Smith is looking to create graphs that represent the ethnic diversity of the 24 students in her 4 th grade class. Creating a Pie Graph Step-by-step directions In this example, Mrs. Smith is looking to create graphs that represent the ethnic diversity of the 24 students in her 4 th grade class. 1. Enter Data A. Open

More information

my.scouting Tools Training-Home Trend Chart Training Summary Report

my.scouting Tools Training-Home Trend Chart Training Summary Report my.scouting Tools Training-Home my.scouting Tools is best experienced using the latest version of Google Chrome or Mozilla Firefox. Also works with the latest version of Safari, and Internet Explorer (v11).

More information

HR Systems. e-appraisal Usage Report User Guide DOCUMENT CONTROL. Change Control Table. Version Amendment Description Release Date Updated by

HR Systems. e-appraisal Usage Report User Guide DOCUMENT CONTROL. Change Control Table. Version Amendment Description Release Date Updated by HR Systems e-appraisal Usage Report User Guide DOCUMENT CONTROL Change Control Table Version Amendment Description Release Date Updated by 1.00 First draft Serine Chana 2.00 3.00 New screen grabs and update

More information

Chairs and Deans Argos Dashboards Guide

Chairs and Deans Argos Dashboards Guide Chairs and Deans Argos Dashboards Guide The following guide is provided to assist you in running and understanding the information that the dashboard in Argos returns. The dashboard located through the

More information

Foster, Gwendolyn Audrey. Short History of Film. : Rutgers University Press,. p 175 http://site.ebrary.com/id/10240595?ppg=175 Copyright Rutgers

Foster, Gwendolyn Audrey. Short History of Film. : Rutgers University Press,. p 175 http://site.ebrary.com/id/10240595?ppg=175 Copyright Rutgers : Rutgers University Press,. p 175 http://site.ebrary.com/id/10240595?ppg=175 : Rutgers University Press,. p 176 http://site.ebrary.com/id/10240595?ppg=176 : Rutgers University Press,. p 177 http://site.ebrary.com/id/10240595?ppg=177

More information

MicroStrategy Desktop

MicroStrategy Desktop MicroStrategy Desktop Quick Start Guide MicroStrategy Desktop is designed to enable business professionals like you to explore data, simply and without needing direct support from IT. 1 Import data from

More information

Reporting. Understanding Advanced Reporting Features for Managers

Reporting. Understanding Advanced Reporting Features for Managers Reporting Understanding Advanced Reporting Features for Managers Performance & Talent Management Performance & Talent Management combines tools and processes that allow employees to focus and integrate

More information

Welcome to the SAP Business One on HANA release 9.1 delta training on creating advanced dashboards. An advanced dashboard is a type of supplementary

Welcome to the SAP Business One on HANA release 9.1 delta training on creating advanced dashboards. An advanced dashboard is a type of supplementary Welcome to the SAP Business One on HANA release 9.1 delta training on creating advanced dashboards. An advanced dashboard is a type of supplementary cockpit that is launched from the context menu of a

More information

Aerie Help Desk App. User Guide. Aerie Consulting, LLC 110 West Canal Street Winooski, VT 05404. September 14, 2015 Version 1.0.1

Aerie Help Desk App. User Guide. Aerie Consulting, LLC 110 West Canal Street Winooski, VT 05404. September 14, 2015 Version 1.0.1 Aerie Help Desk App User Guide Aerie Consulting, LLC 110 West Canal Street Winooski, VT 05404 September 14, 2015 Version 1.0.1 Table of Contents Introduction... 3 Scope & Purpose... 3 Process Overview...

More information

ZOINED RETAIL ANALYTICS. User Guide

ZOINED RETAIL ANALYTICS. User Guide ZOINED RETAIL ANALYTICS User Guide Contents Using the portal New user Profile Email reports Portal use Dashboard Drilling down into the data Filter options Analytics Managing analysis Saving the analysis

More information

AIM Dashboard-User Documentation

AIM Dashboard-User Documentation AIM Dashboard-User Documentation Accessing the Academic Insights Management (AIM) Dashboard Getting Started Navigating the AIM Dashboard Advanced Data Analysis Features Exporting Data Tables into Excel

More information

T Analyst User Guide 1

T Analyst User Guide 1 T Analyst User Guide 1 Contents Contents...2 Getting Started...3 Navigation...4 Logging Out of T Analyst...4 View bills...4 Bill columns and definitions...4 Viewing a PDF bill...5 Comparing bills...5 Requesting

More information

ILLUSTRATED INSTRUCTIONS BEGIN ON THE NEXT PAGE

ILLUSTRATED INSTRUCTIONS BEGIN ON THE NEXT PAGE Add or Change Life Insurance Beneficiaries Please visit the Benefits web site for comprehensive information about Basic life insurance and Supplemental life insurance. Click on a staff category from the

More information

Get To Know the Campaign Manager Business Intelligence Dashboards

Get To Know the Campaign Manager Business Intelligence Dashboards Get To Know the Campaign Manager Business Intelligence Dashboards Introduction LiveEngage offers three levels of data presentation; a data bar that displays Key Performance Indicators (KPIs), a dashboard

More information

Dashboard. Settings.

Dashboard. Settings. Welcome to Aplos Accounting Quick Start User Guide! Please print this guide or scroll through to get familiar with Aplos Accounting. If you need additional help, please call (888)7-6 or email support@aplossoftware.com.

More information

Building Better Dashboards PART 1: BASIC DASHBOARDS

Building Better Dashboards PART 1: BASIC DASHBOARDS Building Better Dashboards PART 1: BASIC DASHBOARDS For Questions or Feedback Alexandria Skrivanich or Michael Carpenter askrivanich@tableausoftware.com mcarpenter@tableausoftware.com 1 CREATING & LABELING

More information

MEDICARE.GOV DRUG PLAN FINDER TOOL

MEDICARE.GOV DRUG PLAN FINDER TOOL MEDICARE.GOV DRUG PLAN FINDER TOOL Part 1 Part 2 A General Search is adequate for most people --The only required entry is your zip code Page 1 of 12 Part 3 Check the appropriate box under each section

More information

Business Intelligence & Product Analytics

Business Intelligence & Product Analytics 2010 International Conference Business Intelligence & Product Analytics Rob McAveney www. 300 Brickstone Square Suite 904 Andover, MA 01810 [978] 691 8900 www. Copyright 2010 Aras All Rights Reserved.

More information

Oracle BIEE 11g Reports and Dashboard Hands On

Oracle BIEE 11g Reports and Dashboard Hands On Username: student Oracle BIEE 11g Reports and Dashboard Hands On Vlamis Software Solutions is one of the most respected training organizations in the Oracle Business Intelligence community because our

More information

Microsoft Dynamics CRM Online Microsoft Dynamics CRM 2013 or 2015 (on-premises) Get up and running quickly with common tasks

Microsoft Dynamics CRM Online Microsoft Dynamics CRM 2013 or 2015 (on-premises) Get up and running quickly with common tasks Microsoft Dynamics CRM Online Microsoft Dynamics CRM 2013 or 2015 (on-premises) Get up and running quickly with common tasks check out our CRM Basics ebook If your screen looks like this (latest version):

More information

Who has Entered Objectives on their 2013 ACES Forms? & Exporting Data to Excel

Who has Entered Objectives on their 2013 ACES Forms? & Exporting Data to Excel I. Overview The Dashboard provides instant up-to-date onscreen reports. The following dashboard report will allow you to track the progress of which managers have started entering objectives onto their

More information

my.scouting Tools Training Dashboard Trained Exception Report YPT Aging Report Trained Leader Rpt Add Training Search Training View Training

my.scouting Tools Training Dashboard Trained Exception Report YPT Aging Report Trained Leader Rpt Add Training Search Training View Training my.scouting Tools Training Dashboard YPT Aging my.scouting Tools is best experienced using Firefox 14 or greater, Google Chrome 21 or greater, Apple Safari 6 or greater, and Internet Explorer 9.0 or greater.

More information

Heat Map Explorer Getting Started Guide

Heat Map Explorer Getting Started Guide You have made a smart decision in choosing Lab Escape s Heat Map Explorer. Over the next 30 minutes this guide will show you how to analyze your data visually. Your investment in learning to leverage heat

More information

City of St. Petersburg, Florida Fiscal & Budget Transparency Tool User Guide. Last Updated: March 2015

City of St. Petersburg, Florida Fiscal & Budget Transparency Tool User Guide. Last Updated: March 2015 City of St. Petersburg, Florida Fiscal & Budget Transparency Tool User Guide Last Updated: March 2015 St. Petersburg s Fiscal and Budget Transparency Tool allows you to explore budget and historical finances

More information

HireTouch Sending Applicant Correspondences (Emails)

HireTouch Sending Applicant Correspondences (Emails) HireTouch Sending Applicant Correspondences (Emails) This document provides instructions for generating emails to applicants to your job posting. There are four correspondence templates currently available

More information

a. First Drag Position from Measures to Dimensions b. Drag Position into Rows c. Drag Candidate into Columns

a. First Drag Position from Measures to Dimensions b. Drag Position into Rows c. Drag Candidate into Columns Text Analytics using Tableau The following tutorial will show you how to perform text analysis in Tableau 8.2. To get started, you will need the following: Tableau version 8.2 Data: Political Speeches.xlsx

More information

Advanced Analytics. Select any section on the left to jump right in or click Start to begin.

Advanced Analytics. Select any section on the left to jump right in or click Start to begin. Advanced Analytics Overview Maximize CisionPoint s analytics capability to understand the true impact of media coverage, gain actionable insights, and show ROI. Advanced Metrics Determine the impact and

More information

ACA Instruction Manual

ACA Instruction Manual ACA Instruction Manual Index SECTION 1- INTRODUCTION TO THE AFFORDABLE CARE ACT SECTION 2- THE 1095-C SECTION 3- THE 1094-C SECTIONS 4- OUTLINE OF STEPS FOR ACA COMPLIANCE WITH PAYDATA SECTIONS 5- EVOLUTION

More information

Introduction to Microsoft Access 2010

Introduction to Microsoft Access 2010 Introduction to Microsoft Access 2010 A database is a collection of information that is related. Access allows you to manage your information in one database file. Within Access there are four major objects:

More information

CRM Quick Reference Guide

CRM Quick Reference Guide CRM Quick Reference Guide AMS Distributor Customers 2013 Internet Pipeline, Inc. All rights reserved. Information in this document is subject to change without notice. The software described in this document

More information

Data Analytics Working Group Update

Data Analytics Working Group Update Working Group Update Bob Dohrer, IAASB Member and Working Group Chair IAASB CAG Meeting September 2015 Agenda Item L.1 Page 1 Audit Data Analytics Agenda Current Landscape Audit Data Analytics and the

More information

Using Excel for your assignments

Using Excel for your assignments [Type here] Using Excel for your assignments This document covers the basics of using Excel to perform simple data analysis and represent that data visually. Excel is a very powerful data analysis tool.

More information

Interactive data centre dashboards instruction guide

Interactive data centre dashboards instruction guide February 2013 Interactive data centre dashboards instruction guide Contents Interactive data centre dashboards instruction guide... 1 About this document... 2 What is a dashboard?... 2 Interactive data

More information

Audit Program for Prepaid Expenses and Other Assets

Audit Program for Prepaid Expenses and Other Assets Form AP 20 Index Audit Program for Prepaid Expenses and Other Assets Legal Company Name Client: Balance Sheet Date: Instructions: The auditor should refer to the audit planning documentation to gain an

More information

Introduction to Microsoft Access 2013

Introduction to Microsoft Access 2013 Introduction to Microsoft Access 2013 A database is a collection of information that is related. Access allows you to manage your information in one database file. Within Access there are four major objects:

More information

Virginia s Department of Minority Business Enterprise

Virginia s Department of Minority Business Enterprise Virginia s Department of Minority Business Enterprise SWaM/SDV Dashboard User Manual Note: To view the expenditures and analysis on the Dashboard, a logon name and password is not required. It is required

More information

Cal Answers Dashboard Reports Student All Access - Degrees

Cal Answers Dashboard Reports Student All Access - Degrees Cal Answers Dashboard Reports Student All Access - Degrees Office of Planning & Analysis Associate Vice Chancellor Chief Financial Officer University of California, Berkeley April 2012 Table of Contents

More information

1 Math Circle WARM UP

1 Math Circle WARM UP 1 Math Circle WARM UP Questions to consider: Please rank the following events. Make your best guess as to what happened when. Moon Landing Apollo 13 Invention of the pocket calculator Invention of the

More information

MANAGER SELF SERVICE USER GUIDE

MANAGER SELF SERVICE USER GUIDE MANAGER SELF SERVICE USER GUIDE FEBRUARY 2016 Contents Note: If using this guide electronically the contents are hyperlinked to each section. Introduction... 2 Using This Manual... 2 Signing in to Workday...

More information

Verified Volunteers. System User Guide 10/2014. For assistance while navigating through the system, please contact Client Services at:

Verified Volunteers. System User Guide 10/2014. For assistance while navigating through the system, please contact Client Services at: Verified Volunteers System User Guide 10/2014 For assistance while navigating through the system, please contact Client Services at: RCAN@verifiedvolunteers.com - (855) 326-1860 - Option 1 Welcome to Verified

More information

InterCall Online. Administrator Reports and Invoices. Basic Reports CONFERENCING & COLLABORATION

InterCall Online. Administrator Reports and Invoices. Basic Reports CONFERENCING & COLLABORATION USER GUIDE InterCall Online Administrator Reports and Invoices Numerous types of audio and web activity reports are available from InterCall Online to help you keep track and analyze your conferencing

More information

Online Employment System User Manual

Online Employment System User Manual Troy University Online Employment System User Manual People Admin Version 7 Human Resources April 2014 Table of Contents Introduction... 2 User Types and Access... 2 Creating a User Account... 3 Homepage...

More information

Aeries.net Teacher Portal User Documentation July 31, 2015. 1. Access Teacher Portal. 2. Utilizing the Navigation Tree

Aeries.net Teacher Portal User Documentation July 31, 2015. 1. Access Teacher Portal. 2. Utilizing the Navigation Tree Aeries.net Teacher Portal User Documentation July 31, 2015 1. Access Teacher Portal 2. Utilizing the Navigation Tree 3. Attendance Attendance Add/Dropped Students ** SSA (Safe Schools Act) Attendance Notes

More information

How to Create Dashboards. Published 2014-08

How to Create Dashboards. Published 2014-08 How to Create Dashboards Published 2014-08 Table of Content 1. Introduction... 3 2. What you need before you start... 3 3. Introduction... 3 3.1. Open dashboard Example 1... 3 3.2. Example 1... 4 3.2.1.

More information

National Association of Certified Public Bookkeepers. Accounting Basics for QuickBooks Proficiency Test

National Association of Certified Public Bookkeepers. Accounting Basics for QuickBooks Proficiency Test National Association of Certified Public Bookkeepers Accounting Basics for QuickBooks Proficiency Test Accounting Basics for QuickBooks Proficiency Test Table of Contents Accounting Basics for QuickBooks

More information

Monitor network traffic in the Dashboard tab

Monitor network traffic in the Dashboard tab As a network analyzer (aka. packet sniffer & protocol analyzer), Capsa makes it easy for us to monitor and analyze network traffic in its intuitive and information-rich tab views. With Capsa's network

More information

Client Time Analysis Dashboard Users Guide

Client Time Analysis Dashboard Users Guide Client Time Analysis Dashboard Users Guide Updated 3/5/11 Page 1 of 5 Client Time Analysis Dashboard The Client Time Analysis Dashboards provide an interactive view of client hours and dollars posted for

More information

MicroStrategy Quick Guide: Running the PI Report ITU Data Mart Support Group Go to reporting.gmu.edu and click on Login to Microstrategy

MicroStrategy Quick Guide: Running the PI Report ITU Data Mart Support Group Go to reporting.gmu.edu and click on Login to Microstrategy MicroStrategy Quick Guide: Running the PI Report ITU Data Mart Support Group Go to reporting.gmu.edu and click on Login to Microstrategy ACTION Enter User name and Password. Keep default selection of LDAP

More information

User Guide. Sales Performance App

User Guide. Sales Performance App User Guide Sales Performance App 1 Introduction IMSmart is the latest business intelligence (BI) offering from Ingram Micro. Compiling your relevant, up-to-date business data from nine different sources,

More information

Analytics with Excel and ARQUERY for Oracle OLAP

Analytics with Excel and ARQUERY for Oracle OLAP Analytics with Excel and ARQUERY for Oracle OLAP Data analytics gives you a powerful advantage in the business industry. Companies use expensive and complex Business Intelligence tools to analyze their

More information

Creating Simple Tables and Charts using Microsoft Excel 2013

Creating Simple Tables and Charts using Microsoft Excel 2013 2015 Bow Valley College 1 Microsoft Excel Vocabulary Creating Simple Tables and Charts using Microsoft Excel 2013 Column: A grouping of information or data organized from top to bottom. In Excel columns

More information

with its unique General Ledger Drill Down feature, for any accounting software.

with its unique General Ledger Drill Down feature, for any accounting software. with its unique General Ledger Drill Down feature, for any accounting software. Get the detail of an account balance, and the detail of a transaction, from the financial statements built with Excel FSM.

More information

O N L I N E B A N K I N G O N L I N E F I N A N C I A L M A N A G E M E N T. End-User Guide

O N L I N E B A N K I N G O N L I N E F I N A N C I A L M A N A G E M E N T. End-User Guide O N L I N E B A N K I N G O N L I N E F I N A N C I A L M A N A G E M E N T End-User Guide September 24, 2012 CONTENTS Overview... 1 Getting Started... 1 Dashboard... 3 Accounts... 5 Adding an Online Account...

More information

Opt into Blackboard Connect at NWTC

Opt into Blackboard Connect at NWTC Visual Version Once you have the correct cell phone number appear in Blackboard Learn 9.1, then you can opt in to the Blackboard Connect notification system. NWTC now allows users to opt in to receive

More information

IMG Sports Technology Group

IMG Sports Technology Group IMG Sports Technology Group ShopDesq Analytics Dashboard Guide Update Date: 19/11/2015 Ground Floor East, 600 Victoria St, Richmond, VIC 3121 Australia P 613 9426 2600 www.imgstg.com Page 2 of 12 Table

More information

WHAT S NEW IN OBIEE 11.1.1.7

WHAT S NEW IN OBIEE 11.1.1.7 Enterprise Data Management OBI Author Training, March 2015 WHAT S NEW IN OBIEE 11.1.1.7 NEW PRESENTATION FEATURES VIEWS 1) Recommended Visualizations Feature When you create a new view, OBIEE looks at

More information

U.S. Bank Access Online User Guide. Cardholder. Transaction Approval Process Revision 1.3

U.S. Bank Access Online User Guide. Cardholder. Transaction Approval Process Revision 1.3 U.S. Bank Access Online User Guide Cardholder Transaction Approval Process Revision 1.3 Contents Introduction... 4 TAP Overview Flow Chart... 5 Cardholder Transaction Approval Process... 6 View-Only Access...

More information

Enterprise Data Visualization and BI Dashboard

Enterprise Data Visualization and BI Dashboard Strengths Key Features and Benefits Ad-hoc Visualization and Data Discovery Prototyping Mockups Dashboards The application is web based and can be installed on any windows or linux server. There is no

More information

Quick Guide Bank Charges & Handling NSF Checks

Quick Guide Bank Charges & Handling NSF Checks Quick Guide Bank Charges & Handling NSF Checks NSF Checks are handled by entering in the deduction from your bank account through the Bank Reconciliation Module. This is also where you will enter any Bank

More information

Welcome to the delta topic on adding actions to dashboards in SAP Business One, release 9.1 version for SAP HANA.

Welcome to the delta topic on adding actions to dashboards in SAP Business One, release 9.1 version for SAP HANA. Welcome to the delta topic on adding actions to dashboards in SAP Business One, release 9.1 version for SAP HANA. 1 In this topic, you will learn how to design a pervasive dashboard for the HTML5 (or role-based)

More information

How to Login Username Password:

How to Login Username Password: How to Login After navigating to the SelecTrucks ATTS Call Tracking & Support Site: www.selectrucksatts.com Select Corporate Link to login for Corporate owned Centers/Locations. Username: Your Email Address

More information

Special Education Reporting November 5, 2015

Special Education Reporting November 5, 2015 File Center link (Black menu bar) Special Education Reporting November 5, 2015 Dashboards The simplest way to view student demographics and special education student counts for fall PEIMS (as of the last

More information

This tutorial provides an introduction to NextGen, the electronic health record used at Gardner Packard Children s Health Center.

This tutorial provides an introduction to NextGen, the electronic health record used at Gardner Packard Children s Health Center. This tutorial provides an introduction to NextGen, the electronic health record used at Gardner Packard Children s Health Center. Part 1 of the tutorial addresses Record Review. Part 2 will cover eprescribing

More information

Medicare Plan Finder Tip Sheet

Medicare Plan Finder Tip Sheet Medicare Plan Finder Tip Sheet 1. For security purposes, your Medicare Plan Finder session will time out after 30 minutes of inactivity. However, you can extend your session if you re still working. After

More information

HEALTH INSURANCE PROGRAM OF THE DIOCESE OF ROCKVILLE CENTRE. Financial Statements. August 31, 2006. (With Independent Auditors Report Thereon)

HEALTH INSURANCE PROGRAM OF THE DIOCESE OF ROCKVILLE CENTRE. Financial Statements. August 31, 2006. (With Independent Auditors Report Thereon) Financial Statements (With Independent Auditors Report Thereon) Table of Contents Page(s) Independent Auditors Report 1 Financial Statements: Statement of Net Assets Available for Benefits as of 2 Statement

More information

JHM Patient Safety & Quality Dashboard. Quick Start Guide

JHM Patient Safety & Quality Dashboard. Quick Start Guide JHM Patient Safety & Quality Dashboard Quick Start Guide JHM Patient Safety & Quality Dashboard Quick Start Guide This guide will walk users through how to access and navigate the JHM Patient Safety &

More information

Virtual Heart User Manual Username Password

Virtual Heart User Manual Username Password Virtual Heart User Manual Username Password These instructions are meant to help you use the Virtual Heart website. Please write down your username and password and store them in a safe place in case you

More information

Web Analytics with Google Analytics (GA) TRAINING MANUAL FOR WEB EDITORS

Web Analytics with Google Analytics (GA) TRAINING MANUAL FOR WEB EDITORS Web Analytics with Google Analytics (GA) TRAINING MANUAL FOR WEB EDITORS LSA WEB SERVICES Google Analytics Training Manual LSA Web Services Haven Hall, Suite 6051 505 South State Street Ann Arbor, MI 48109-1045

More information

Optimizing QuickBooks For Nonprofit Accounting

Optimizing QuickBooks For Nonprofit Accounting Optimizing QuickBooks For Nonprofit Accounting Charles De Cuir Specializing in Nonprofit Accounting What You Will Learn About Where to Start? Budgets Reports Auditing Your QuickBooks Starting Point Liabilities

More information

1 Copyright 2011, Oracle and/or its affiliates. All rights reserved.

1 Copyright 2011, Oracle and/or its affiliates. All rights reserved. 1 Copyright 2011, Oracle and/or its affiliates. All rights Building Visually Appealing Web 2.0 Data Dashboards Frank Nimphius Senior Principal Product Manager, Oracle 2 Copyright 2011, Oracle and/or its

More information

Microsoft Excel 2010 Training. Use Excel tables to manage information

Microsoft Excel 2010 Training. Use Excel tables to manage information Microsoft Excel 2010 Training Use Excel tables to manage information Overview: Help with data management In this course, you ll learn how to manage information by using tables in Excel. Tables make it

More information

WebSphere Business Monitor

WebSphere Business Monitor WebSphere Business Monitor Dashboards 2010 IBM Corporation This presentation should provide an overview of the dashboard widgets for use with WebSphere Business Monitor. WBPM_Monitor_Dashboards.ppt Page

More information

Integrated Governance, Risk & Compliance for Academy Trusts

Integrated Governance, Risk & Compliance for Academy Trusts Integrated Governance, Risk & Compliance for Academy Trusts Context Every trust, regardless of size must have a governance, risk and compliance (GRC) process Trustees, Governors and Executives are now

More information

Energy Dashboard User Guide Document Reference: 1066_016_DashboardUserGuide.doc

Energy Dashboard User Guide Document Reference: 1066_016_DashboardUserGuide.doc Facilities Directorate ESTATES SERVICES Energy Dashboard User Guide Document History Version Date Reason for Issue Issued By 01 24-07-2014 Issued for release JJ 2 Energy Dashboard User Guide 1. DASHBOARD

More information

INTERCALL ONLINE Administrator Invoices User Guide

INTERCALL ONLINE Administrator Invoices User Guide INTERCALL ONLINE Administrator Invoices User Guide Access your invoices online, set up new billing accounts and view or edit existing billing accounts. With InterCall Online, also monitor and analyze your

More information

Initiate Optional Life Insurance - Approval to Increase Increments

Initiate Optional Life Insurance - Approval to Increase Increments Initiate Optional Life Insurance - Approval to Increase Increments Employee Work Center Revised: April, 2014 Table of Contents: Log in to the Employee Work Center... 3 Optional Life Insurance - Approval

More information

QAD Business Intelligence Dashboards Demonstration Guide. May 2015 BI 3.11

QAD Business Intelligence Dashboards Demonstration Guide. May 2015 BI 3.11 QAD Business Intelligence Dashboards Demonstration Guide May 2015 BI 3.11 Overview This demonstration focuses on one aspect of QAD Business Intelligence Business Intelligence Dashboards and shows how this

More information

Keep managers better informed on their areas of responsibility and highlight the issues that require their attention with dashboards!

Keep managers better informed on their areas of responsibility and highlight the issues that require their attention with dashboards! Meet Your Targets! Effective Performance Management certainly requires more than just the technology to support it. Expertise in KPI development, target setting, framework modeling, dashboard development

More information

To view your team, including your universal profile, please complete the following steps: Result: Your universal bio page will display.

To view your team, including your universal profile, please complete the following steps: Result: Your universal bio page will display. Overview The Milwaukee County Training and Development Center is the new cloud-based Learning Management System (LMS) for Milwaukee County. The LMS will allow you to track your or your direct reports training,

More information

1. GENERAL INFORMATION... 3 1.1. 3 1.2. 3 2. PROCESS AND WORKSPACE OVERVIEW... 4 2.1. 4 2.2. 5 2.2.1. 5 2.2.2. 6 2.2.3. 7 2.2.4. 9 2.2.5.

1. GENERAL INFORMATION... 3 1.1. 3 1.2. 3 2. PROCESS AND WORKSPACE OVERVIEW... 4 2.1. 4 2.2. 5 2.2.1. 5 2.2.2. 6 2.2.3. 7 2.2.4. 9 2.2.5. TABLE OF CONTENTS 1. GENERAL INFORMATION... 3 1.1. System overview... 3 1.2. The purpose of the user guide... 3 2. PROCESS AND WORKSPACE OVERVIEW... 4 2.1. Authorization... 4 2.2. Workspace overview...

More information

Health Insurance Enrollment for SI Fellows

Health Insurance Enrollment for SI Fellows Health Insurance Enrollment for SI Fellows When you go to ielect.secova.com, this is the log in page you should see: As detailed in the informational packet, the Company Code is SmithsonianInstitution,

More information

<no narration for this slide> 1 2 The standard narration text is : After completing this lesson, you will be able to: < > SAP Visual Intelligence is our latest innovation

More information

Policy Research Perspectives

Policy Research Perspectives Policy Research Perspectives Professional Liability Insurance Indemnity and Expenses, Claim Adjudication, and Policy Limits, 1999-2008 By José R. Guardado, PhD Introduction This report presents information

More information

How to make a line graph using Excel 2007

How to make a line graph using Excel 2007 How to make a line graph using Excel 2007 Format your data sheet Make sure you have a title and each column of data has a title. If you are entering data by hand, use time or the independent variable in

More information

DALHOUSIE NOTES ON PAYROLL EXPENSE DETAIL IN FINANCE SELF SERVICE. QUICK REFERENCE As of September 1, 2015

DALHOUSIE NOTES ON PAYROLL EXPENSE DETAIL IN FINANCE SELF SERVICE. QUICK REFERENCE As of September 1, 2015 DALHOUSIE NOTES ON PAYROLL EXPENSE DETAIL IN FINANCE SELF SERVICE QUICK REFERENCE As of September 1, 2015 Quick reference document outlining the basic steps to access the payroll expense detail results

More information

Exclusive access to metrics to measure KPIs in real time, and at scale

Exclusive access to metrics to measure KPIs in real time, and at scale Analytics Exclusive access to metrics to measure KPIs in real time, and at scale Metrics to optimize your campaigns Isolate sources that matter most Advanced filtering Track active and passive customer

More information

Spreadsheet. Parts of a Spreadsheet. Entry Bar

Spreadsheet. Parts of a Spreadsheet. Entry Bar Spreadsheet Parts of a Spreadsheet 1. Open the AppleWorks program. Select spreadsheet. 2. Explore the spreadsheet setup for a while. Active Cell Address Entry Bar Column Headings Row Headings Active Cell

More information

Ads Analytics. User Guide

Ads Analytics. User Guide Ads Analytics User Guide For many marketers, measuring ad performance is either too complicated or time-consuming. Too much time is wasted wading through meaningless metrics, struggling to get an aggregated

More information

Creating a PowerPoint Poster using Windows

Creating a PowerPoint Poster using Windows Creating a PowerPoint Poster using Windows Copyright 2001 Michael Dougherty (michael@nmsu.edu) Purpose The purpose of this tutorial is to illustrate how to create a 3 x 4 ft. poster using PowerPoint. This

More information

Custom Reporting System User Guide

Custom Reporting System User Guide Citibank Custom Reporting System User Guide April 2012 Version 8.1.1 Transaction Services Citibank Custom Reporting System User Guide Table of Contents Table of Contents User Guide Overview...2 Subscribe

More information

Business Process Tool Challenge

Business Process Tool Challenge Business Process Tool Challenge Given how important it is for companies to streamline operations by getting their systems for accounting, HR, client management etc. to be effective so its easy to follow,

More information

How much time do you waste every week trying to prepare reports for

How much time do you waste every week trying to prepare reports for 22_579215 ch15.qxd 12/22/04 1:35 PM Page 281 Chapter 15 Analyzing Data with Reports In This Chapter Defining reports Creating reports Printing reports Exporting to Excel Organizing your reports How much

More information

This file contains 2 years of our interlibrary loan transactions downloaded from ILLiad. 70,000+ rows, multiple fields = an ideal file for pivot

This file contains 2 years of our interlibrary loan transactions downloaded from ILLiad. 70,000+ rows, multiple fields = an ideal file for pivot Presented at the Southeastern Library Assessment Conference, October 22, 2013 1 2 3 This file contains 2 years of our interlibrary loan transactions downloaded from ILLiad. 70,000+ rows, multiple fields

More information

2012 NASCIO Recognition Award Submission

2012 NASCIO Recognition Award Submission 2012 NASCIO Recognition Award Submission Title: Indiana Transparency Portal Category: Open Government Initiatives Contact: Robert Paglia, rpaglia@iot.in.gov, 317-234-5099 State: Indiana Project Initiation:

More information

Merchandising Businesses

Merchandising Businesses Learning Objectives LO1 Distinguish among service, retail merchandising, and wholesale merchandising businesses. LO2 Identify differences between a sole proprietorship and a corporation. LO3 Explain the

More information