Harvard Analytics and Reporting Tool (HART) relates to the OBI environment that contains the non-student Accounts Receivables, CAPS, Cash Management, Chart of Accounts, CSMA, Financials, Grants Management, Procure to Pay, Travel & Expense, and User Security folders.
HART "By the Numbers" for December 2018
- 99.4%: Percentage of queries that completed in 1 minute or under
- 1,378: Number of distinct users in HART for ALL subject
- 132,040: Number of distinct requestes made in ALL subject areas
Monthly HART Release
The next monthly HART OBI release will begin on Thursday, January 24th at 6 p.m. All changes will be implemented and the release complete by 9 a.m. on Friday, January 25th. Check out the newly updated OBI 3 Month Release Plan and Backlog wiki page for details of the dashboard changes in this release.HART Quarterly Office Hours
This 1-hour session is designed for you to get 1-on-1 help with HART: answering questions, saving displays as customizations, etc. The upcoming Drop In session is January 11th, 2019 from 11 a.m. – 12 p.m. You can attend in person at 8 Story Street, Room B50, Cambridge or virtually via WebEx.
To ensure that we have adequate resources available at these sessions, we are asking for you to register for the session if you plan to attend. You can register HERE.
Quick Tip: Tips for Reviewing Calendar/Year-End Transactions
Most people are focusing their attention on calendar year-end fiscal activities. Remember these tips to get the most from HART during this period:
- Whenever possible, run the appropriate version of the Transaction Listing Lite dashboard to get the speediest results.
- When running any Transaction Listing dashboard, always use the Period prompt by itself or in combination with other time period prompts to coax faster results.
- To export large data sets, use the Export>Data>CSV option.
- Remember that you can filter on a value by right-clicking on the column, selecting Move Column, then selecting To Prompts.
You can also format your display to group on a value, such as by Fund or by Object, by right-clicking on the column, selecting Move Column, then selecting To Sections.
Additional Resources for HART
- The HART dashboards are supported by readily accessible online simulations and job aids on the HART wiki pages.
- HART Drop-In Hours are held quarterly. Visit the OBI Training Calendar for links to register and to access the WebEx Session.
- For questions or concerns regarding HART, please email huit-dms-obi-help@harvard.edu.
- For requests for enhancements to HART, please email huit-dms-obi-request@harvard.edu.