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Business Intelligence

A reporting tool that allows users to view account and transaction details. 

On-Campus Trainings

Users are encouraged to attend the Business Intelligence (BI) Finance Lab Sessions hosted monthly by Budget and Financial Reporting Services.

Representatives from budget and financial reporting, purchasing services and accounts payable will be on hand to help answer any expenditure related BI questions.

Each session gives each campus user the opportunity to ask specific BI questions and learn how to monitor your departmental budgets and expenditures with ease.

BI Training Guide

View Future Training Modules on the A&F Calendar

Frequently Asked Questions About BI Training Modules

BI Financial Basics

In addition to the on-campus training modules, SUNY hosted a BI Financial Basics Dashboard Training.  This training and the corresponding Q&A are available below.

Watch the BI Financials Basics Training  

Frequently Asked Questions About BI Basic Dashboards Training

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