iStrategy
The Office of Budget and Planning
Portal for iStrategy
MESSAGE CENTER:
QUICK ACCESS
iStrategy is a Microsoft-based reporting tool that is integrated with PeopleSoft Financials. It is comprised of three different tools:
- ProClarity Reporting Tool
- Reporting Services Reports
- Sharepoint/Performance Point Dashboard
With iStrategy, both Financials and non-Financial users have access to review information quickly and drill-down to the underlying detail. In addition, users do not need to know how to create SQL statements to get the information they need. The system uses reports that are all drag-and-drop, which means the application creates the joins, unions, etc., not the user.
Some of iStrategy enhancements include:
- Department-level security
- Vendor Spend Reports
- Ability to drill into payroll information
PeopleSoft Financials updates iStrategy on a nightly basis.
Source: University System of Georgia
Training Schedule: March, 2013
| Date | Time | Location | Capacity | Status |
| March, 2013 | TBA | CTM 113 | TBA | TBA |
Training Schedule: February 27-28, 2013
| Date | Time | Location | Capacity | Status |
| Feb. 27, 2013 | 1:30PM - 4:00PM | CTM 113 | CANCELLED | CANCELLED |
| Feb. 28, 2013 | 9:30AM - 11:30AM | CTM 113 | CANCELLED | CANCELLED |
| Feb. 28, 2013 | 1:30PM - 4:00PM | CTM 113 | CANCELLED | CANCELLED |
Training Schedule: December 6-7, 2012
| Date | Time | Location | Status |
| Dec. 6, 2012 | 9:30AM - 11:30AM | CTM 113 | Completed |
| Dec. 6, 2012 | 1:30PM - 4:00PM | CTM 113 | Completed |
| Dec. 7, 2012 | 9:30AM - 11:30AM | CTM 113 | Completed |
| Dec. 7, 2012 | 1:30PM - 4:00PM | CTM 113 | Completed |
Training Documentation & Resources
NOTE: PLEASE PRINT TRAINING MATERIALS PRIOR TO CLASS
| Description | Source | Select Training |
|---|---|---|
| iStrategy MyPassword: Self-Service Password Management | University System of Georgia | 
|
| Executive User Training Guide | University System of Georgia |
|
Frequently Asked Questions (FAQ)
| Knowledge Base | Description |
| KB201302060915 | "Not able to Logging into iStrategy with Valid Credentials" |
| KB201211131600 | "Report Body - Blank in iStrategy" |
| KB201211091212 | "What is the URL to log in to iStrategy?" |
| KB201211081512 | "401 - Unauthorized: Access is denied due to invalid credentials" |
