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How To Use The Tools
Click the links below for simple instructions on some basic functionality
Berkeley Lab BI Portal User Guide
Create a Basic Layout (ppt)
Create a Report View, Schedule and Distribute (ppt)
Add a Fiscal Year Filter (ppt)
More
Self Service Divisional Templates
Click the links below for lists of divisional templates with instructions/examples on how to create/run
Definitions and Descriptions
Cognos Delivered Reports & Self Service Packages
Self Service Packages Data Dictionary
ESRA Self Service Package Data Dictionary
More
Training
FMS1100 Accessing Essential Financial Information
This self-paced course covers basic use of the Portfolio and Cost Analyzer Reporting tools
Take it online at Training.lbl.gov
FMS1102 Intermediate Financial Reporting Series
FMS Help & Knowledge Base (Open askUS ticket)
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