Harvard Analytics and Reporting Tool (HART) Update

August 13, 2020

Harvard Analytics and Reporting Tool (HART), powered by OBI, includes the 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 July 2020

  • 1: Average query time to run in seconds
  • 688: Average # of rows in the dashboard results
  • 1,371: Distinct Users logged into HART during this period
  • 235,323 queries were run in July!

Monthly HART Release

The next monthly HART release is tentatively planned for Friday, August 21st to Saturday, August 22nd 8 am, or Friday, August 28th, 8 pm to Saturday, August 29th, 8 am.

Check out the HART 3 Month Release Plan and Backlog wiki page for details of the dashboard changes included in this release.

Upcoming Webinar: HART Tools Refresher

  • Wednesday, September 23, 2020
  • Virtual Via Zoom
  • Registration Deadline: September 21, 2020

This webinar provides reminders about basic HART functionality including running a dashboard, including, excluding, and moving columns; sorting; adding filters ("moving to prompts”), layout options ("moving to sections"), customizations, bookmarks, printing and exporting.  Recommended for new employees or current employees wanting to get the most out of using HART dashboards.

Please register for the session on the Harvard Training Portal.

Upcoming HART Drop-In Session

These sessions are designed for you to get 1-on-1 help with HART: answering questions, saving displays as customizations, etc. The next set of virtual Drop-In sessions will be held on Friday, September 18, 2020.  There will be 8 individual 1/2 hour sessions available, beginning at 11 am-12 pm; 1 pm-4 pm. Each 1/2 session is open to one individual.  Wait list information will be monitored, and, if necessary, an additional Drop-In date will be added to the calendar.

You must register for a session at the Harvard Training Portal in order for the session to be held and to obtain the Zoom details log in detail.

Additional Resources for HART