Reporting / Accessing Financial Information - FMS Help & Knowledge Base

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Reporting / Accessing Financial Information

Access: Cognos Reporting / Business Intelligence Portal

Includes HR, Training, Travel, Space, and Property Reports

Business Intelligence Portal Help

Includes lists of commonly used data values and descriptions (e.g. Org Codes, Analysis Types, Fund Codes, and Resource Categories)
IBM Cognos Analytics - Reporting Version 11.1 User Guide

FMS Query Definitions

Divisional Folder Query Definitions & Samples

Standard Reports

List of Standard Reports

Conference Revenue Processing & Reporting

Training:

Berkeley Lab BI Portal (Cognos 10) eLearns

FMS1100 Accessing Essential Financial Information
FMS1102 Intermediate Financial Reporting Series: Class Schedule, Slides, Recording

LBNL BAR (Cognos 11) Desk Guides

LBNL BAR (Cognos 11) eLearns

FMS 1103 LBNL Business Analytics & Reporting (BAR) Basic Training

FMS1004 FMS Data Conversion Overview (what data had been converted to the new Financial System)
How to Personalize Cognos (doc) (note - some features are not yet enabled)
Roll Up Reporting