Training

General 

These materials cover basic Cal Answers functionality available on most dashboards regardless of subject area. 

Financial Management Reporting 

Gift & Endowment Reporting 

Student Data

     Dashboard Overviews & Homework 

Student Data* Basic Navigation Training

What to learn how to navigate the Cal Answers student data* subject areas to access, format and print your data tables?

At the end of the class you will have practiced:

  • Applying filters to access your unit-specific student data
  • 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

If the available dates don't work with your schedule, sign up for the waitlist and we will notify you as soon as more of our 2- hour hands-on training classes are scheduled.

*this hands-on functionality class is trained using the Cal Answers Student Data dashboards, but all of the functionality covered is subject area agnostic and works the same in all Cal Answers subject areas - Financial Management Reporting, General Ledger Reporting, Gift & Endowment Reporting, Human Resources Reporting and Student Data.

Wikis

Each subject area maintains a wiki - a collaborative web site where the business analysts document their subject area's procedural information, such as data definitions, report field lists, unique methodology considerations, etc. Select the link below to view the wiki of the subject area you are researching:

Campus Workforce Planning

Financials

PI Portfolio

Procure to Pay

Student Applicants

Student Curriculum 

Student Demographics & Outcomes

Student Financials & Financial Aid

Office Hours

Campus data analysts are currently offering Cal Answers Office Hours to assist new and continuing users with questions about how to access, retrieve, and interpret data within the Student Data subject areas:

  • Student Applicants
  • Student Curriculum
  • Student Demographics & Outcomes
  • Student Financials & Financial Aid 

Learn more and sign up!