Job Aid Library
Job Aids are available to assist with running reports.
General
Finance
- How to use the SpeedType Reference (PDF)
- How to run the Account Administrator Roles Reference (PDF)
- How to run the All Funds - Fund Balance Report (PDF)
- How to run the All Funds - Position Report (PDF)
- How to run the Business Officer Performance Management Dashboard (PDF)
- How to run the Consolidated Performance Report (PDF)
- How to run the PI Financial Portal (Staff Version) - formerly the Faculty Financial Summary (PDF))
- How to use the SpeedType Reference (PDF)
- How to run the Balance Sheet Transaction Detail Report (PDF)
HOW TO RUN BUDGET TO ACTUAL REPORTING
- Budget to Actual Reporting - All Funds Summary (PDF)
- Budget to Actual Reporting - Summary & Detail by Fund Category (PDF)
- Budget to Actual Reporting - Fiscal Year Trends (PDF)
- Budget to Actual Reporting - Multi-Year Trends (PDF)
How to run the Budget Transaction Detail Report (PDF)
How to run Earnings Distribution and Projection (PDF)
How to run the Encumbrance Transaction Detail Report (PDF)
How to run the Labor Transaction Detail Report (PDF)
How to run the Non-Sponsored Projects LTD Actuals Trend (PDF)
How to run the Revenue Expense Transaction Detail Report (PDF)
- How to use the Project Team Reference (PDF)
- How to use the SpeedType Reference (PDF)
- How to run the Award Analysis Report
- How to run the Award Closeout Report
- How to run Budget to Actual Reporting - Sponsored Projects (PDF)
- How to run the Effort Analysis Report (PDF)
- How to run the Effort Salary Cap Report (PDF)
- How to run the Effort Status Report (PDF)
- How to run Pediatrics Institute Benefits Lookup (PDF)
- 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 (PDF)
- How to create the CBO Customization for the AR Aging Delivered Reports (PDF)
- How to use the Sponsored Research Financial (PDF) Summary
Student
- For access to Student Dashboards, please contact the Data Warehouse/BI Team atOIT-DWBI-TEAM@LISTSERV.CC.EMORY.EDU