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.

Cal Answers Financials* Basic Navigation Training

What to learn how to navigate the Cal Answers Financials General Ledger & Multi-Year subject areas to access, format and print your data tables?

 

Sign up for the waitlist to be notified when additional classes are open for enrollment:

Enroll in one of our upcoming 2-½ hours hands-on Cal Answers Financials Basic Navigation Training classes in University Hall, room 28 by clicking on your preferred date below:

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    At the end of this training you will have practiced:

    • Logging in and accessing the Cal Answers Financials General Ledger and Multi-Year dashboard reports

    • Applying filters to access unit-specific financial data sourced nightly from BFS

    • 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

    This training is open to all UC Berkeley staff and faculty who have access to Cal Answers Financials reporting dashboards. If you have access to the BAIRS Financial Reporting module you were automatically granted access to Cal Answers Financials.

    Not sure if you have Financials access?

    Review the FAQ How do I find out if I have access to Cal Answers Financials?  for how to check your current access levels.


    You can learn how to request Cal Answers Financials access on the Access Financials page.

    * This hands-on functionality class is trained in the Cal Answers Financials General Ledger dashboards, but all of the functionality covered is subject area agnostic and works the same in all Cal Answers subject areas, including Human Resources Reporting, Payroll and Student Data.

    Top 10 Tips for Working in Finance Dashboards

    Check out the Cal Answers Top 10 Finance Dashboard Tips job aid created to help our newest report runners work with the Cal Answers Finance prompts and data tables reports. 

    Have a Cal Answers Finance tip you would like to share with your campus colleagues? Add it here

    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!