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Create Briefing Books

Briefing Books allow you to compile a set of reports into a single PDF document that can be run again in the future. Any dashboard page can be added to a briefing book. When you click “Add to Briefing Book” the current page with all customizations and filters is added to the PDF. A table of contents is then automatically created for the document. You can save a briefing book as “updateable” which means it will refresh with current data each time you run it. This functionality is available to all Cal Answers users and can be used on any dashboard page, so you can use this with non-sponsored and sponsored funds.

Download the Briefing Book Job Aid here.

Use the Cal Answers Mobile App

Discover the Student Data Super User Program

In April the Office of the CFO and campus finance leaders launched the Cal Answers Student Data Super

User Program, which will eventually become the Cal Answers Student Data Community of Practice. Super Users will provide the important function of ensuring our campus has a cohesive group of senior-level data analysts with the knowledge, skills, and abilities to help define and analyze the most critical student data issues. Read more.

Create Saved Customizations

Cal Answers: Page Options Menu Customizations

Top Ten Questions for Advisors

Create and Share Bookmark Links