Financials

Overview

The Financials dashboards and reports make it easy to view and analyze data from the Berkeley Financial System (BFS). Data is loaded nightly to the Financials dashboards, except for the Gift/Endowment Reporting dashboard, which is populated with data from the Cal Advancement Data System (CADS).

Access

You must submit an access request to gain access to the Financials dashboards.

Dashboards

General Financial Reporting

Specialty

Other

Learning Resources 

  • Self-study training. Basic navigation is the starting point for learning to use Cal Answers. A variety of resources are available to help you gain the foundational skills of using a dashboard report, filtering data, and customizing, printing, and exporting reports. These skills apply to dashboards across all subject areas. 
  • Instructor-led training: Cal Answers Basic Navigation – Financial. Working in small groups, the Cal Answers Basic Navigation - Financial instructor-led course has a series of challenges to solve using the basic navigation skills covered in the Cal Answers Basic Navigation self-study course. On completion of the course, you’ll be able to determine which dashboard and report to use to answer your questions and how to use prompts, report features, customizations, and documentation to work efficiently and confidently.