Rubix How Do I...?
OHSU leadership recognizes the challenges you face when putting together your department's financial puzzle; it's not always black and white. Rubix (Cognos-based system) is our solution for the university's budgeting and variance reporting system.
A summary of benefits and features include:
- Budget functionality (improved reports and performance, workflow information)
- Variance Reporting functionality (more report parameters, focused reporting, quicker access to data you want to see)
- Improved analysis and reporting
Experts from Central Financial Services Budget and General Ledger teams are available to coach you through Rubix. The training events are designed for new or existing variance report users or university and foundation budgeters.
The default setting on most reports returns only 'University Unrestricted' fund data. Change your Fund Group selection to 'All Fund Groups' to view all data for your account.
Many reports have an Account Segment option. Change it to 'Select Segments' and then select Refresh Prompts to choose the specific account segments that you'd like to view.
Yes. First, choose the report and save a Report View. Next, Schedule the report to run and select the Frequency and Options. Finally, set your preferred Prompt Values for the scheduled report.
Reports can be scheduled to run at a given date and time, or even when By Trigger to run when triggered by the monthly hard close. See the Rubix Financial Reporting User Guide for more details.
When selecting your Prompt Values change the Exclude PCA Funds setting from 'Yes' to 'No' in order to view all payroll data for your account.