Reporting Workshop Series
Find out about the BI & Financial Reporting Workshop Series
The BI & Financial Reporting team is excited to offer the Reporting Workshop recordings, which are 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 includes discussions and report demos to help address some of your frequently asked questions.
We encourage you and your colleagues to watch as many workshops as you can. Below is the full list of recordings.
Please use this link to access all the powerpoints: Link
| Topic | Report(s) |
|---|---|
| Advanced Topics in Excel | |
| How to Do high-risk ledger review | Transaction Details |
| How to identify and resolve GL-PPM differences | GL-PPM Reconciliation |
| How to identify and clear deficits on sponsored projects | Project Management Dashboard Expanded Project Summary DOPES |
| How to identify and resolve GL transactions on no project | Transactions on No Project |
| How to reconcile payroll between the Labor Ledger and financial ledgers | UCPath-PPM-GL Salary Reconciliation Default Project Payroll |
| How to review and correct sponsored project budgets | Project Management Dashboard Oracle Award Module |
| How to review and correct project personnel roles | Award Project Task Personnel PADUA |
| How to prepare for a Research Performance Progress Report (RPPR) | Expanded Project Summary DOPES |
| How to complete a Financial Expense Report (FER) | Expanded Project Summary Transaction Details SPARCM |
| 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.