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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
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
How to prepare for a Research Performance Progress Report (RPPR) Expanded Project Summary
How to complete a Financial Expense Report (FER) Expanded Project Summary
Transaction Details
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.