Getting Access to Cal Answers

Global Dashboards

These dashboards are automatically available to most faculty and staff members, so you do not need to request access. All entities are included in your access. If you have not automatically received access, you may submit a Global Dashboards access request as noted below.

See Access by Subject Area below for a listing of dashboards by subject area, including those with default global access as well as others that require a special request for access.

What is included in Global Dashboards?

Subject Area

Dashboards

Academic Planning

Campus Enrollment At a Glance
Departmental Curriculum Profile

Campus Workforce (HR) Planning

At a Glance
HR Census
Staff Retirement Metrics

Procure to Pay

Spend
Payment
Internal Control
Workload
Operations

Student Applicants

Undergraduate Applicants
Graduate Applicants

Student Curriculum

At a Glance
Course Grade Distribution
Curriculum Long Term Planning
Departmental Teaching Workload
Students & Courses
Teaching Activity
Weekly Enrollment Management

Student Demographics & Outcomes

At a Glance
Census
Degrees Earned
Graduation, Retention & Time to Degree
Multiple Majors

Student Financial Aid

Student Affordability
Student Financial Aid

Student Financials

Student Fees & Payments

Security Reports

Customer Access Privileges

How do I request access to Global Dashboards?

1. Login to CalAccess.

2. Click the "Initiate New Request" button.

3. Choose the "CalAnswers Global Dashboards" application, then click "Continue".

4. Choose the "Global Dashboards" role, then click "Submit".

You are granted access automatically with no approval needed.

Check Current Access

Most faculty and staff members are automatically granted access to Global Dashboards. Some subject areas require special access.

Before you request access, run the Customer Access Privileges dashboard to look up what access you currently have.

Instructions

Run the Customer Access Reports tab to see what what dashboards and areas of data you can see.  You can use one or all the dashboard prompts.
  • You can find the Calnet User ID (UID) using the Berkeley Directory. You can search a handful of UIDs by separating each with a semicolon and no space after, e.g. "12345;6789". If you want to look up the roles for your whole department, you can copy and paste a list of UIDs by clicking the Calnet UID prompt dropdown triangle --> More/Search --> pencil icon at the top right --> copy and paste --> OK --> OK --> Apply to run the report..
  • It is best to populate the Display Name using the "More/Search" function at the bottom of the prompt dropdown, since names have different formats.
  • You can look up a list of users who have access to a certain dashboard or data role using the Access Role prompt.

What the Access Role means

Access Role

What You Have Access To

Aggregate_Answers

You have the ability to create ad hoc analyses with undergraduate and graduate student and degree recipient data globally across UC Berkeley at the aggregate level that excludes Student ID and name. This allows you to create more customized reporting beyond what the Student Demographics and Outcomes dashboards provide. You have access to the ad hoc subject areas that begin with "Student Counts".

BIAdministrator

Reserved only for the Cal Answers technical administration team

BIAuthor

Reserved only for the Cal Answers operations team

BI_FunctionalSupportTeam

Reserved only for the Cal Answers operations team

CF2_Recipient

You have the ability to view your own research funding allocations in the PI Portfolio dashboard via your own portfolio. The allocations must be tied to a Chartfield 2 (CF2), a code that identifies you, in order to be visible in PI Portfolio. If you have this role, you are most likely an academic, whether a faculty member, principal investigator, researcher, and/or postdoc.

Co_PI

You have the ability to view your own research funding allocations in the PI Portfolio dashboard via another PI's portfolio. This is relevant if you are collaborating on projects with other PIs where you share the funding. The allocations must be tied to a Chartfield 2 (CF2), a code that identifies you, in order to be visible in PI Portfolio. If you have this role, you are most likely an academic, whether a faculty member, principal investigator, researcher, and/or postdoc.

EI_Answers

Inactive legacy role that doesn't provide access to current reporting

EI_Dashboards

Inactive legacy role that doesn't provide access to current reporting

FPA_Analysts

You have the ability to access a shared folder intended for Central FP&A use to store specialized ad hoc queries.

FPA_Systems_Analysts

Reserved only for the Cal Answers operations team

Faculty_Dashboards

You have the ability to access the Faculty Portfolio dashboard.

Finance_GL_Answers

You have the ability to create ad hoc analyses with finance data at both summary and compensation with non-compensation transaction detail levels globally across UC Berkeley. This allows you to create more customized reporting beyond what the Finance dashboards provide. You have access to the Finance - GL Answers ad hoc subject area.

Finance_GL_Dashboard

You have the ability to access the Finance dashboards.

Global_Answers

Inactive legacy role that doesn't provide access to current reporting

Global_Dashboards

You have the ability to access the dashboards that are automatically available to you. You can see the full list in the Global Dashboards section of this webpage. 

Grad_App_All

You have the ability to view graduate admissions data at the individual student level including Student ID and name globally across UC Berkeley. You view this data via the Student - Grad Applicants ad hoc subject area. You do not view this data via the Graduate Applicants dashboard, which is globally available and shows data globally across UC Berkeley at the aggregate level that excludes Student ID and name. 

Grad_App_Answers

You have the ability to create ad hoc analyses with graduate admissions data at the individual student level including Student ID and name, either within a specific major/program/department (if you have the Grad_App_Dept role) or globally across UC Berkeley (if you have the Grad_App_All role)This allows you to create more customized reporting beyond what the Graduate Applicants dashboard provides. You have access to the Student - Grad Applicants ad hoc subject area.

Grad_App_Dept

You have the ability to view graduate admissions data at the individual student level including Student ID and name, within a specific major/program/department. You view this data via the Student - Grad Applicants ad hoc subject area. You do not view this data via the Graduate Applicants dashboard, which is globally available and shows data globally across UC Berkeley at the aggregate level that excludes Student ID and name.  

Graddiv_Fund_Dashbaords

You have the ability to access the Graduate Division fund dashboards.

HCM_Answers

You have the ability to access the HCM Answers ad hoc subject area.

HR CONTROL UNIT

You have the ability to view HR data at the individual employee level within a specific control unit (L2). For employees who have multiple appointments, at least one of which resides within the L2(s) you have access to (via the org node) or is funded within the L2 (via the Department ID in the chartstring), you have the ability to view all their appointments across UC Berkeley. You view this data via the Workforce Detail dashboards and ad hoc subject areas that begin with "HR".

HR DEPARTMENT

HR DISCIPLINE GROUP

HR DIVISION

HR GLOBAL

HR SUB UNIT

HR_AA_Answers

HR_AA_Dashboard

HR_AA_Detail_Global

HR_Answers

HR_Detail_Dashboard

HR_Summary_Dashboard

HR_WF_Dept

HR_WF_Global

HR_WF_Summary

IST_Phone_Usage_Dashboard

Lead_PI

OE_Answers

Inactive legacy role that doesn't provide access to current reporting

OE_Dashboards

Inactive legacy role that doesn't provide access to current reporting

PAYROLL CONTROL UNIT

PAYROLL DEPARTMENT

PAYROLL DISCIPLINE GROUP

PAYROLL DIVISION

PAYROLL GLOBAL

PAYROLL ORG CODE

PAYROLL SUB UNIT

PERMBUDG CONTROL UNIT

PERMBUDG DEPARTMENT

PERMBUDG DISCIPLINE GROUP

PERMBUDG DIVISION

PERMBUDG GLOBAL

PERMBUDG ORG CODE

PERMBUDG SUB UNIT

PI_CSS_RA

PI_Collaborator

PI_Dashboards

PI_Haas_Admin_Dashboard

PI_Law_Admin_Dashboard

PI_Oversight

PI_Oversight_Dashboard

PI_RA

PI_Reporting

PI_Writeback

Payroll_Answers

Payroll_Dashboard

Permbudg_Answers

Permbudg_Dashboard

Presentation Server Admin

Procurement_Answers

Security_Answers

StudentFinancials_Answers

Student_All

Student_Analyst

Student_Answers

Student_Applicant_Answers

Student_Applicant_Mask_Name

Student_Athlete

Student_Awards

Student_Curriculum_Answers

Student_Dashboards

Student_Dept

Student_Disabled

Student_EOP

Student_Fees_Payments_Answers

Student_Financial_Aid_Answers

Student_Instructor_Answers

Student_No_Confidential

Student_Restricted_Dashboards

Tableau_Scheduler

UG_App_All

UG_App_All_Clg

Access by Subject Area

HR Reporting

Financials

Payroll

PI Portfolio

Student Data

HR Reporting

Subject Area Dashboards Access Access Granted Approval
Campus Workforce (HR) Planning

At a Glance
HR Census
Staff Retirement Metrics

Global All orgs N/A
Workforce Detail including Ad Hoc All Workforce Detail + Employee Crosswalk Request Access Restricted by Organization

1. Supervisor as recorded in UCPath

2. Divisional HR leader

3. UCPath Operations team

Workforce Summary All Request Access All orgs

1. Supervisor as recorded in UCPath

2. Divisional HR leader

3. UCPath Operations team


Financials

Subject Area Dashboards Access Access Granted Approval
Finance including Ad Hoc All except IST Phone Usage Request Access All orgs

1. Supervisor as recorded in UCPath

2. Divisional Finance Leader

Finance - IST Phone Usage IST Phone Usage Request Access Restricted by Organization

1. Supervisor as recorded in UCPath

2. Divisional Finance Leader

PermBudg including Ad Hoc All Request Access Restricted by Organization

1. Supervisor as recorded in UCPath

2. Divisional Finance Leader


Payroll

Subject Area Dashboards Access Access Granted Approval
Payroll All Request Access All orgs

1. Supervisor as recorded in UCPath

2. Divisional Finance Leader


PI Portfolio

Principal Investigator (PI) Access to your own portfolio is automatically granted to PIs, faculty, and researchers with funding that is allocated and tracked with Chartfield2s linked to your Employee ID. With this access, you can:

  • View your entire portfolio. This includes funds that you share with other PI(s).
  • View HR data by Employee ID for employees allocated to your CF2(s)
  • Ability to write projections on your own portfolio

Request access if you are helping a PI or many PIs manage their portfolio. See Access PI Portfolio to learn what comes with your access.


Student Data

Subject Area Dashboards Access Access Granted Approval

Academic Planning, Student Applicants, Student Curriculum, Student Demographics & Outcomes, Student Financials, Student Financial Aid

All except Restricted dashboards in the Student Demographics & Outcomes subject area Global All orgs N/A
Student Restricted

Restricted Graduation & Retention
Restricted Individual Profiles
Restricted Time to Degree

Request Access Restricted by Organization

Complete FERPA training before requesting access.

1. Supervisor as recorded in UCPath

2. Office of the Registrar

Student Data Ad Hoc N/A Request Access Restricted by Organization

Complete FERPA training before requesting access.

1. Supervisor as recorded in UCPath

2. Office of the Registrar or Office of Undergraduate Admissions