Cal Answers Financials Training Resources
Financial Management Reporting Demos
Enroll in one of the upcoming Cal Answers Financials Financial Management Reporting demonstrations for campus members where we will provide an
- Overview of the Cal Answers Financials Subject Areas
- Introduction to the enhanced Financial Management Reporting Dashboard reports
- Identify available data and some options of how to use each report
- Direct you to where to get more help
Click on your preferred date to enroll in one of the four Cal Answers Financials Financial Management Reporting 2018 demo sessions. All demos will take place in University Hall, room 150.
- Financial Management Reporting Overview video: An overview of each of the reports in the Financial Management Reporting dashboard. (video)
- Getting Started with Financial Management Reporting: An introduction to the Financial Management Reporting dashboard and details on each of the reports in the dashboard. (PDF)
- BAIRS to Cal Answers Financials Crosswalk: Financial Management Reporting: Overview of how BAIRS reports relate to Cal Answers reports in the Financial Management Reporting dashboard. (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. (PDF)
Gift & Endowment Training Materials
Gift & Endowment Reporting Job Aid provides an overview of the new subject area dashboard, available reports, metrics and basic navigation tips.
Gift & Endowment Reporting Learning Map offers a linear learning roadmap of available Cal Answers navigation resources and Gift & Endowment specific content.
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
- Basic Navigation Learning Map
- Excluding Columns (1 min.)
- Changes You Can Make to Tables (3 min.)
- Features You'll Find Below Tables (3 min.)
- Page Options Menu Customizations (3 min.)
- How to export your saved customization to a PDF (pdf) - Instructions on how to export a saved customization to a PDF document.