Basic NavigationGetting Started with Workforce Detail Dashboard
Quick Start Guide to Using Dashboard Reports
Customizations and Bookmarks: Customizations are changes you make to the filters / prompts and report columns that can be saved so that you can generate frequently used reports quickly and consistently. Bookmarks make it possible to share your customized reports with colleagues who have access to the dashboard.
Task Specific Job Aids
Teaching Activity in Your Unit
Dashboard Job Aids by Subject Area
Student Demographics & Outcomes
Workforce Detail
Employee Change Tracking Job Aid
Hours Towards Eligibility Job Aid
Legacy HR Workforce Detail Job Aid
Workforce Summary
Workforce Summary Reporting Job Aid
Finance
Tying Data in Finance Dashboards and Reports
Getting Started with General Ledger Reporting Job Aid
Getting Started with Multi-Year Reporting Job Aid
Getting Started with Financial Management Reporting Job Aid
Getting Started with Fund Deficits Reporting Job Aid
Getting Started with Gift & Endowment Reporting Job Aid
Getting Started with Gift Accumulation Job Aid
Getting Started with the Chartfield Lookup Dashboard Job Aid
Getting Started with Current Employee CBR Job Aid
Getting Started with the Telecom Billing Dashboard Job Aid
Payroll
PI Portfolio
What Kind of PI Portfolio Access Do I Need?
Logging In and Using PI Portfolio
PI Portfolio Guide for Principal Investigators (PIs)
CSS RA Recommended Process for Monthly Review and Reporting
Access the PI Oversight Dashboard
Set up your faculty list and read the PI Portfolio Oversight dashboard reports
Archive projections in PI Portfolio
Student Data
Student Data Subject Area Dashboard Map Job Aid
Student Applicant
Student Applicant - Sample Questions and Answers - Examples of how to select filters to answer questions using dashboard reports in the Student Applicant subject area
Student Curriculum
Student Curriculum - Sample Questions and Answers - Examples of how to select filters to answer questions using dashboard reports in the Student Curriculum subject area
Student Demographics & Outcomes
Student Demographics & Outcomes - Sample Questions and Answers - Examples of how to select filters to answer questions using dashboard reports in the Student Demographics & Outcomes subject area