Knowledge Base


Job Aids are available to assist with running reports.

General

Access

Knowledge

Finance

Knowledge Articles: All Emory Dashboards

How to run the PI Financial Portal (Faculty Version) - formerly the Faculty Financial Summary

Knowledge Articles: FMS - Management Dashboards

How to use the SpeedType Reference

How to run the Account Administrator Roles Reference

How to run the All Funds - Fund Balance Report

How to run the All Funds - Position Report

How to run the Business Officer Performance Management Dashboard

How to run the Consolidated Performance Report

How to run the PI Financial Portal (Staff Version) - formerly the Faculty Financial Summary

Knowledge Articles: FMS - Operational Dashboards

How to use the SpeedType Reference

How to run the Balance Sheet Transaction Detail Report

How to run Budget to Actual Reporting

How to run the Budget Transaction Detail Report

How to run Earnings Distribution and Projection

How to run the Encumbrance Transaction Detail Report

How to run the Labor Transaction Detail Report

How to run the Non-Sponsored Projects LTD Actuals Trend

How to run the Revenue Expense Transaction Detail Report

Knowledge Articles: FMS - Sponsored Dashboards

How to use the Project Team Reference

How to use the SpeedType Reference

How to run the Award Analysis Report

How to run Budget to Actual Reporting - Sponsored Projects

How to run the Effort Analysis Report

How to run the Effort Salary Cap Report

How to run the Effort Status Report

How to run Pediatrics Institute Benefits Lookup

How to run the Sponsored Projects Financial Trend - See Budget to Actual Reporting - Sponsored Projects

How to run the Sponsored Research Accounts Receivable Aging Report

How to create the CBO Customization for the AR Aging Delivered Reports

How to use the Sponsored Research Financial Summary

Student

Access

For access to Student Dashboards, please contact the Data Warehouse/BI Team at OIT-DWBI-TEAM@LISTSERV.CC.EMORY.EDU

Knowledge

Introduction to Degree Statistics Dashboard and Emory Degrees Conferred Statistics