SBU REPORTING FOR FINANCE Training

SBU REPORTING FOR FINANCE Training

Introduction SBU Reporting for Finance Security Administrators: Sara Lehmann [email protected] 632-6029 Michael Danielson [email protected] 632-1890

What is SBU Reporting for Finance? SBU Reporting for Finance is a reporting tool that allows users to run various financial reports in an ALL FUNDS manner.

How is SBU Reporting Different? A one stop source for financial reports Without it, users need to go to various sources: SUNY BI - STATE and IFR Accounts AES Reports (within ERAS) - STATE and IFR Accounts RF Report Center - RF Accounts ERAS - SBF Accounts FSA Report Distributions - FSA Accounts 4

SBU Reporting is a Versatile Tool Ability to set Report Parameters such as: By Business Units By Funds By Organizational Level Drill Down Capability Export Capability Export to Excel Export to PDF 5

How Current is the Data? State/IFR Data is 3 Days old SBF Data is as of Yesterday FSA Data is as of Yesterday RF Data is loaded on a monthly basis – Keep these in mind when running month-end reports 6

Check the Announcements Page! 7

What accounts do I have access to? You will only see those accounts you have been approved access for Security for most users is copied from SUNY BI security Account managers and Report Recipients on SBF accounts will see accounts in SBU Reporting 8

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Example of Org Level Security If a user has access to 1566% (VP For Finance), they will see all State/ RF accounts that roll beneath the org level If they have been approved business unit security for SBF/FSA they will see all those accounts that roll up to the org level as well A user will also see any SBF accounts they are an Account Manager or Report Recipient on, regardless of the org rollup 10

Signing in to SBU Reporting User ID is sunysb.edu\ “NetID” Password is your NetID password Some users over at HSC may default to “UHMC”. This should be removed and replaced with “sunysb.edu\” 11