Skip to main content

System Status: 

Reporting Workshop Series

Find out about the BI & Financial Reporting Workshop Series

The BI & Financial Reporting team is excited to announce a new round of Reporting Workshops focused on the best ways to accomplish your day-to-day tasks using existing dashboards and reports. The team has partnered with various subject matter experts from across campus who will be leading topics specific to their area of expertise. The workshop format will include discussions and report demos to help address some of your frequently asked questions. There may also be opportunities to win prizes during the series!

We encourage you and your colleagues to join as many workshops as you can. All of the workshops will be recorded and posted on YouTube. The series will run Mondays at 11AM from May 1st through July 31st. Below is the full schedule.

Please use this link to access all the powerpoints: Link

Date Topic Report(s)
May 1 Advanced Topics in Excel
May 8 How to Do high-risk ledger review Transaction Details
May 15 How to identify and resolve GL-PPM differences GL-PPM Reconciliation
May 22 How to identify and clear deficits on sponsored projects Project Management Dashboard
Expanded Project Summary
June 5 How to identify and resolve GL transactions on no project Transactions on No Project
June 12 How to reconcile payroll between the Labor Ledger and financial ledgers UCPath-PPM-GL Salary Reconciliation
Default Project Payroll
June 26 How to review and correct sponsored project budgets Project Management Dashboard
Oracle Award Module
July 10 How to review and correct project personnel roles Award Project Task Personnel
July 17 How to prepare for a Research Performance Progress Report (RPPR) Expanded Project Summary
July 24 How to complete a Financial Expense Report (FER) Expanded Project Summary
Transaction Details
July 31 How to manage non-sponsored projects with PPM Budgets GL-PPM Reconciliation
Project Management Dashboard


If you'd like to access the previous recordings of the Dashboard of the Week series, visit the Youtube Playlist.