There is a great deal of information available related to Funds Management (FM) reports and data.
This page provides a table of contents for the various resources available among the Help Guides and reporting training sessions.
FM Report Documentation
The main FM reports are described in detail. The FM Report page provides links to documents that contain a broad range of useful information, including report descriptions, views of sample output, definitions of Characteristics and Key Figures.
FM Job Aids
As the category name suggests, Job Aids are intended to help you do your job. They are guides that target business questions commonly asked in the context of Funds Management reports and associated data. View Available Job Aids related to FM.
FM Reference Information
A variety of Funds Management reference materials are available. View FM Reference information.
Training for FM Reporting
Introduction to FM Reporting – this is the basic course that you should attend if you need to track financial activity for unrestricted and designated / restricted funds. This course is also a prerequisite to the intermediate-level FM Reporting workshop. The course is typically offered once per month.
Intermediate/Advanced FM Reporting – once you have taken the Intro-level course and have worked with FM reports for a month or more, you are eligible to attend the Int/Adv workshop. In an effort to make the session as relevant as possible, the agenda is driven entirely by attendee’s questions. The workshop is offered every 2-3 months.
Document Library Table of Contents (not specific to FM)
Didn’t find the Help guide that you were looking for among the FM materials? View a list of all available BW Help Guides in the Document Library