Training

Top 10 Tips for Working in Finance Dashboards

Check out the Cal Answers Top 10 Finance Dashboard Tips job aid created to help our newest report runners work with the Cal Answers Finance prompts and data tables reports. 

Have a Cal Answers Finance tip you would like to share with your campus colleagues? Add it here

Cal Answers Financials Training Resources

Cal Answers Financials* Basic Navigation Training

Want to learn how to navigate the Cal Answers Financials General Ledger & Multi-Year subject areas to access, format and print your data tables?

Review the Cal Answers Financials Basic Navigation Training slide presentation.


At the end of this training you will have practiced:

  • Logging in and accessing the Cal Answers Financials General Ledger and Multi-Year dashboard reports

  • Applying filters to access unit-specific financial data sourced nightly from BFS

  • Managing the layout of the data tables by moving and hiding columns

  • Saving customized views of your data for future reference and sharing with your colleagues

  • Printing and exporting data tables and charts

This training is open to all UC Berkeley staff and faculty who have access to Cal Answers Financials reporting dashboards. If you have access to the BAIRS Financial Reporting module you were automatically granted access to Cal Answers Financials.

Not sure if you have Financials access?

Review the FAQ How do I find out if I have access to Cal Answers Financials?  for how to check your current access levels.


You can learn how to request Cal Answers Financials access on the Access Financials page.

* This hands-on functionality class is trained in the Cal Answers Financials General Ledger dashboards, but all of the functionality covered is subject area agnostic and works the same in all Cal Answers subject areas, including Human Resources Reporting, Payroll and Student Data.

Multi-Year Reporting & Chartfield Lookup Recorded Demo

Learn how to use the newest Cal Answers Financials dashboard reports Multi-Year Reporting & Chartfield Lookup by downloading and watching this pre-recorded webinar,

Multi-Year Reporting

  • Getting Started with Multi-Year Reporting: Provides an overview to accessing Cal Answers and navigating the Multi-Year Reporting dashboard tab prompts to pull General Ledger data over custom reporting periods that can span multiple fiscal years. (PDF)
  • Multi-Year Reporting Wiki: Visit the wiki page for Multi-Year Reporting.
  • Cal Answers Top 10 Finance Dashboard Tips job aid created to help our newest report runners work with the Cal Answers Finance prompts and data tables reports. 

Chartfield Lookup

Financial Management Reporting 

Fund Deficits Reporting 

General Ledger Reporting 

Gift & Endowment Reporting 

HR Reporting Job Aids

Payroll Dashboard 

  • Getting Started with the Payroll Dashboardprovides an overview for accessing Cal Answers and navigating the Payroll Reporting dashboard to search for data from the Payroll and Personnel System (PPS). (PDF)
  • Cal Answers Basic Navigation Learning Map: A linear guide to a comprehensive set of the latest training materials to support you in getting started working with the all of the Cal Answers dashboard reports. 
  • Payroll Dashboard Wiki: Visit the wiki page for the Payroll dashboard. 

Cal Answers Basics

Cal Answers Financials is available through the Cal Answers tool. There are helpful features of this tool common to all dashboards. Review the training resources below for basic functionality tips that will also apply to Financials. You can access Cal Answers training materials at calanswers.berkeley.edu/training