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FIN-0345: CER Dashboard Intermediate Workshop

  • Learn about the different OBI financial dashboards and dashboard functionality:
    • Effective use of selection criteria and view-by options
    • Customization of dashboard reports
      • Include/exclude/move columns
      • Add prompts, sections, sorts, subtotals
    • Save/Share/Export reports
  • Learn about financial data at Stanford and available resources
  • Tips and tricks

Classroom

3 hours

Prior to enrolling in this course, complete prerequisite courses in the learning path below.

FIN-0340: Introduction to OBI Financial Reporting

OBI Financial Reporting
Enterprise Reporting > Financial Reporting > Report Viewer

FIN-0345: CER Dashboard Intermediate Workshop

Last Updated: Apr 25, 2023

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