Knowledge Base
Job Aids are available to assist with running reports.
General
Access
Knowledge
- Using Customizations in EBI
- Documenting Saved Customizations
- Using Agents for Delivered Reports from EBI
- Printing & Exporting from EBI
- Troubleshooting Tips for EBI
- General Tips & FAQs for EBI
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
- Budget to Actual Reporting - All Funds Summary
- Budget to Actual Reporting - Summary & Detail by Fund Category
- Budget to Actual Reporting - Fiscal Year Trends
- Budget to Actual Reporting - Multi-Year Trends
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