Business Intelligence Initiative

Self-Service Training: Financial Business Intelligence (BI)

Below is information, including training videos, on accessing financial account information in BI.

A PDF of the BI Financial Training document can be found here.

All videos can be viewed online on the IFR & Recharge Accounting YouTube channel.

Log in to SUNY’s Business Intelligence (BI) Financial Dashboards at www.suny.edu

The Account Summary Dashboard has multiple pages available to users.  They include:

• Account Summary - Areas covered in the Account Summary tab:

Overview:

Selection Parameters

Views

Financial Data:

Allocation

Expenditures

Encumbrances

IFR Cash:

Overview

Revenue

Fringe Benefits & Overheads

• Multiple Accounts Summary
• Payroll Search
• Open PO’s
• Actual Alloc/Exp/Enc (Advanced options – video forthcoming)
• Pending Alloc/Exp/End (Advanced options – video forthcoming)
• All Alloc/Exp/Enc (Advanced options – video forthcoming)

Users will also have access to the Reference Dashboard. Items covered in the Reference Dashboard include:

Tips & Tricks

Support Tables

Funds

Reporting Structure

Training Modules & Documents

Other training information regarding the general use of BI:

• Arrows, Return & Breadcrumbs
• Print & Export
• Favorites & Customizations