Cal Answers Financials

How do I select all of the options in the prompts?

If the drop-down list includes All Column Values, select that option.

Select All checkbox

If the drop-down list has checkboxes, you can check all of the boxes. When there are many boxes, select Search at the bottom of the list of open the Select Values dialog box.

In the Select Values dialog box, select the >> button to move all of the values presented to the...

Cal Answers Payroll dashboard live and HR dashboard updates

May 14, 2020

Cal Answers Payroll and HR Communities,

As part of the UCPath conversion, we have updated the Cal Answers Payroll dashboard and we are pleased to announce it is now live with data from UCPath. The Payroll dashboard you have been using up to this point has been renamed Legacy Payroll dashboard and now includes only pre-UCPath data through March 8, 2019, and post-UCPath expense transfers performed in PPS through September 30, 2019. We have also made significant updates to the Position Management and Workforce Detail dashboards.

Payroll dashboard

The payroll dashboard is...

How do I find out if a colleague or customer has access to Cal Answers Financials?

Before helping a colleague or customer request access, please check if they already have access. See Getting Access to Cal Answers Check Current Access for more information.

Where is the data in the reports coming from?

See the Cal Answers Planned Data Refresh Schedule for the data sources of the reports.

Someone sent me a bookmark link but when I try to open it, I get an error message.

You may not have access to the report, or you may have access but not to the data in this specific report. See Getting Access to Cal Answers for details about checking your current access and requesting access. If you have access, then it may be a technical issue with the bookmark link. Please email calanswers-help@berkeley.edu.

Saved Customizations and Bookmark Links

July’s Top 10 Cal Answers Financial Management Report Runners!

Congratulations to our early adopters of the new Cal Answers Financial Management Reports! These top 10 report runners ran 24% of all the FMR reports run in July.

These report...

July 2018 Top 10 Cal Answers General Ledger Report Runners!

Congratulations to our early adopters of the new Cal Answers General Ledger Reports! The top 10 report runners in July ran over 30% of the total General Ledger reports run.

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