Harvard Analytics and Reporting Tool (HART) Update

October 17, 2019

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 the FY19 End (June 1, 2019-August 31, 2019)

  • 1: Average query time to run in seconds
  • 719: Average # of rows in the dashboard results
  • 1,743 Distinct Users logged into HART during this period
  • 649,964 queries were run during Fiscal Year End!

Monthly HART Release

The next monthly HART release will begin on Thursday, October 24th at 6 p.m. All changes will be implemented, and the release completed, by 9 a.m. on Friday, October 25th.

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

Quick Tip: Subtotaling on the Transaction Listing Dashboards

An important tip to remember when using the Transaction Listing dashboards or any dashboard that includes an Amount column, you must move any column that defaults to the right of the Amount column to the left of the Amount column in order for the subtotal to work correctly.

Example:

In this example, the Transaction Listing Lite dashboard has been run and the user has applied the standard subtotal functionality. The result will be no subtotal amount appears for this column: 

HART Transaction Listing Spreadsheet

In order to get the subtotal, you must move the HUID Column to the left of the Amount column. You must do this for any column that appears to the right of the Amount column. Once you do this, you will see the subtotal:

HART Transaction Listing Spreadsheet Subtotals

 

Additional Resources for HART