Narrative Reporting

Information

The Board of Trustees Operating Budget will be compiled using Narrative Reporting. Narrative Reporting is a WyoCloud tool that allows the university to automate, streamline, and enhance the process of creating financial reports and narrative-driven documents. Users will review reports and add comments for clarification.

Step One

Log into WyoCloud Enterprise Performance Management

• From the WyoCloud section on the WyoWeb home page, click Enterprise Performance Management. Enter your UW credentials and click Logon. You will be logged on via Single Sign-On and the WyoCloud Enterprise Performance Management home screen is displayed. rom the General Information section in EPM click on the Narrative Reporting link.

Step Two

Review the Home Screen Layout

• The WyoCloud Narrative Reporting Home Screen consists of three main regions: 

1. Navigator & Navigation Flows Area
2. Home Screen Tools
3. Activity Pane

1. Books and Reports: Only Books and Reports will be used in the preparation of the Narrative Reports:
   • Reports are data visualizations that pull directly from the Enterprise Performance Management budget system. The reports present plan, actual, and position data from EPM along with narrative entered by system users. Text will only be entered in Reports.
   • Books are a compilation of reports and narrative.

2. Entering Narrative: Narrative is only entered in specific text boxes within reports:
   • Click on the report to review.

• Check the POV to make sure the chart string is correct

• Review the data in the report
• After review enter narrative into the text box within the report by clicking on the pencil in the upper right hand corner of the text box.

• Enter notes in the grey text box, and then Click OK. Narrative is now saved to the database for the specific report and the report POV.

• Click Save in the upper right corner.
  • Using the gear button the report can be opened/downloaded as an Excel, HTML or PDF file

• Click close when you are finished reviewing the report.
• The report can now be reviewed as part of a book.
  1. Books are a compilation of various reports and organizations.
  2. Books are review only and narrative cannot be entered using a book.
  3. Books can only be opened/downloaded as PDF and Excel files.
• Click on the book to review.

3. Home Screen Tools help you with navigation of the system
   • Home Button
   • Accessibility Settings Button
   • Settings and Actions Dropdown Button which includes additions tools and sign-out from the system.