BUworks BW Reporting: Funds Management (Intro)
Funds Management Business Warehouse Reports (Basic)
Course type: Hands-on lab; participants will use their own data in the production environment
Course level: Introductory
Expected duration: 3 hours
Description: Participants will learn the basics of Business Warehouse reporting (including sorting/grouping, filtering, adding/removing data, and creating customized reports) in the context of monitoringdepartment and/or center funds. We will explore how to track budgets, actuals (expenses and revenues) and commitments (budget encumbrances). The workshop focus will be on the Unrestricted Budget to Actual by Funds Center report suite, which provides views of data from the summary level to the line item detail level. If time allows, we will also consider the Designated/Restricted fund report suite.
Target Audience: (1) employees who are reasonably new to the University or to their business role; (2) department administrators charged with monitoring budgets and actuals (revenues and expenses) who want to review FM reporting basics.
Prerequisites/Requirements:
- Check with your supervisor to confirm that this course is appropriate to your business role (documentation not required)
- At least minimal experience using SAP in your current business role(s). It is not necessary to have used a Business Warehouse report.