In this exercise, you will:
- Log in to Cal Answers
- Select a dashboard and a report
- Select a prompt and run a report
- Create a Favorite for the report
Exercise
1. In your browser, go to https://calanswers.berkeley.edu/
2. Click the link to Log in to Cal Answers
3. To expand the Financial Dashboards section, you can click the Finance hyperlink or the + symbol
4. Click the General Ledger Reporting hyperlink
5. Review the list of reports on the page. Note that the same report names are shown in the tabs at the top of the page. The Overview tab for every dashboard is presented in this same manner.
Click the Finance wiki hyperlink just below the Cal Answers General Ledger Reporting Dashboard
6. Click the hyperlink for General Ledger Reporting
7. Click the hyperlink for When to Use Financial Management v. General Ledger v. Multi-Year Reporting Dashboards and review the differences between the dashboards. What are two things found in General Ledger and Multi Year Reporting that aren’t available in Financial Management Reporting? You can close this tab when you are finished reading
8. Return to the Cal Answers BI Interactive Dashboard tab and click the hyperlink to go to the General Ledger Summary report
9. Notice the selections for the 3 required prompts:
- Fiscal Yr
- Accounting Period(s)
- Account Tree
Use the drop-down to select your Org Level3
10. Open the drop-down for Org Level4 and notice that only the Departments in your Division are listed
11. Click the Apply button in the bottom right corner of the Dashboard Prompts section. You may need to scroll to the right to see it.
12. You decide to further limit the rows in the report to include only General Funds. Unfortunately you cannot remember the fund number so you need to search for it. Open the drop-down list for Fund – Desc and click More/Search . . . at the bottom to open the Select Values dialog box.
- Ensure that Contains is selected in the Name drop-down list
- Type general in the text box
- Ensure that the Match Case box is unchecked
- Click Search
13. Click on 19900 – GENERAL FUNDS to select it
- Click > to move it to the Selected Pane
- Click OK
14. Click the Apply button in the bottom right corner of the Dashboard Prompts section to apply filters and regenerate the report
15. This is a report you’ll likely be using again and again. To make it easy to get to this report, click the Favorites menu at the top right corner of the window and select Add to Favorites.
16. Review the report and notice that the Fund column only has entries for 19900 – GENERAL FUNDS
17. Now we’ll explore the General Ledger Detail report.
Click the General Ledger Detail hyperlink at the top of the window
18. Review the Dashboard Prompts. Notice that the Org Level3 and Fund – Desc selections you made are present. The Fiscal Yr, Accounting Period and Business Unit also carry over.
19. Imagine that you are looking for a transaction that occurred in the last month. In the General Ledger Detail Prompts section, select Is Greater Than from the Document Date comparison drop-down list. Then enter the date that was one month ago in the text box.
20. Click Apply in the bottom right of the General Ledger Detail Prompts section
21. Review the report
Return to the course: Display Reports