This page serves as a table of contents for all Business Warehouse help guides, by category.
Introduction to Business Warehouse Reporting
Introduction to Business Warehouse Reporting – a comprehensive list of videos that describe the basics of BW reporting. Completing this series is a requirement for anyone planning to attend one of the introductory reporting sessions (Funds Management, Grants Management, Ariba Guided BUying, and Payroll).
Tips & Tricks
A curated archive of tips, most of which originally appeared in an issue of the BW Newsletter, is available. Review the tips archive
Over the Shoulder Video Series
Watch over the virtual shoulder of an experienced user seeking to answer a commonly-asked question. View the collection of videos.
Training Workshop Handouts
Reference materials for each of the introductory Business Warehouse reporting workshops – Funds Management (FM), Ariba / Guided BUying, Grants Management (GM) and Labor Distribution (payroll) – are listed on this page.
How-to Guides
These Help Guides seek to answer the question “How do I use the reporting tool to…?” All of the features described are available as PDF documents and many are available as videos in Terrier eDevelopment (eDev) and/or Mymedia environments. Click any of the checkmarks below to select Help in the format you prefer.
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| How to – Undo a previous action |  |
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| How to – Add a Subtotal Across Columns (cross-column subtotal) | |
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| How to – Add, Remove, or Move a Column in a Report | |
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| How to – Add a Free Characteristic to a Report (right-click method) | |
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| How to – Convert a Series of Numbers to SAP Syntax | |
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| How to – Create a Calculated Key Figure | |
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| How to – Drill-down to Additional Detail | |
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| How to – Export Report Data to Excel | |
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| How to – Specify Report Dates | |
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| How to – Filter Key Figures using the Condition Function | |
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| How to – Filter Report Data | |
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| How to – Hide or Show a Key Figure | |
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| How to – Refresh Your View of a BW Report Folder Menu | |
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| How to – Remove Variable Personalization | |
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| How to – Save and Use a Variant | |
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| How to – Save and Use a View | |
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| How to – Delete a Saved View | |
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| How to – Recreate a Saved View | |
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| How to – Use Data from one BW Report as Input to a Second Report | |
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| How to – Use External File Data as Input to a Second Report | |
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| How to – Use the Online Help Search Box | |
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| How to – Use Wild Cards in Searches | |
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| How to – View Increased Detail via WebGUI Transaction FB03 | |
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How-to-Run Guides
Guides that describe how to run selected BW reports
Grants Management Reports
How to Run – GM Budget vs Actual
How to Run – GM Award Activity – Grant Level (Central) report
How to Run – GM Award Activity – Grant Level (Distributed) report
How to Run – GM Award Activity – Sponsored Program Level (Central) report
How to Run – GM Award Activity – Sponsored Program Level (Distributed) report
How to Run – GM Cumulative Award (Central) report
How to Run – GM Cumulative Award (Distributed) report
How to Run – GM Grant-Reporting-For-Faculty
How to Run – GM Grant-Reporting-For-Faculty Grant-Expense-Detail
How to Run – GM Master Data – Revenue and AR
How to Run – GM Multi-period Comparison report
How to Run – GM Proposal Activity (Central) report
How to Run – GM Proposal Activity (Distributed) report
How to Run – GM Proposal and Award Summary report
How to Run – GM Submitted Proposals and Funded Awards report
Funds Management Reports
How to Run – FM Unrestricted Budget to Actual by Fund Center
How to Run – FM Designated-Restricted Balance and Activity
How to Run – Designated-Restricted Balance and Activity – 3 Years
How to Run – FM Endowment Principal and Spendable report
HCM Reports
How to Run – HCM Payroll Inquiry by Employee PA15 Report
How to Run – HCM Labor Distribution by Funds Center Report
How to Run – HCM Faculty and Staff Directory Report
How to Run – HCM Employee Master Data – Snapshot Report
How to Run – HCM Employee Master Data – History Range Report
How to Run – HCM Historical View of Payments Report
How to Run – HCM Most Recent Occurrence of Payments Report
How to Run – HCM Employee Absence Tracking report – Historical View
How to Run – HCM Faculty Audit PA9001
How to Run – HCM Faculty Roster Report
How to Run – HCM Position Status Report
How to Run – HCM Cost Distribution Report
How to Run – HCM Additional-Recurring Payment Report
How to Run – HCM Cost Distributions Soon to Expire Report
Position Budget (HCM/FM) Reports
How to Run – Position Budget – FM Reconciliation report
How to Run – Position Management report
BUworks / Guided BUying Reports
How to Run – Purchasing Document Lifecycle (PDL) report
How to Run – BU Spend (BUS) report
How to Run SRM (Historical) Reports
Job Aids
Job Aids are Help Guides that describe how to answer questions specific to a business process
Based on Financial/Grant Data
How to – FM Month end and year end close and reports to use
How to – Reconcile Grants on a Monthly Basis
How to – View Concur Expense Activity
How to – View Funds Reservation Numbers (FRNs)
How to – View ISR or FSR Activity
How to – View Open Commitments
How to – View P-Card Data
Based on HCM Data
How to – Build an Org Unit-based Departmental Directory
How to – Build a Payroll Split Distribution Report
How to – View Employee Leaves of Absences During a Particular Time Period
How to – View Employees Hired/rehired During a Particular Time Period
How to – View Employees Terminated During a Particular Time Period
Reference Materials
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