Frequently Asked Questions

1. Question: How do I sign onto Business Intelligence?

Answer: Go to the Business System Portal (easiest way to find is using the SUNY website A- Z Index). Under the Business Intelligence block click on the Reporting System Sign-on link. As an alternative, click on "Link to Training Manual" and follow the sign-on instructions beginning on page 9 of the document.

2. Question: If I try to sign onto BI but discover that I don't have access who should I contact?

Answer: You should first attend BI training. Please contact the University Center for Training & Development (A-Z Index is easiest) for a schedule of training sessions. If you've already had training and still don't have access then please contact our Security Administrator – Connie Naccarato at extension 2938 – to obtain BI access.

3. Question: I'm having trouble determining what my SUNY account numbers are. How can I find them?

Answer: There are a few ways.

The first way is to go to the Reference Dashboard and then the Reporting Structure Page within that dashboard and search for your department. This was covered in the BI training class. It is also covered beginning on page 17 of the Training Manual which can be accessed via the BUBS Portal.

4. Question: I'm able to get into BI but am having basic problems getting it to work properly.

Answer: BI was upgraded to work with Internet Explorer (IE) version 11 but it is suggested that you use either FireFox or Google Chrome.

5. Question: I have taken BI training and am having trouble understanding how to use a particular dashboard or have discovered a problem with the dashboard or data. Who should I contact for help?

Answer: Please contact Scott Hatch in General Accounting at ext 2099 or Desera Johnson at 5154 or email either of them.

6. Question: When I access BI my dropdown for "Dashboards" has disappeared. How do I resolve this or other unusual problems?

Answer: We have found that occasionally the cache for your browser needs to be cleared in order to successfully access BI. The method for this varies depending on the browser as follows:

>For Chrome click the three lines at the top right of the screen entitled "Customize and control Google Chrome". Click History and Clear browsing data. Next to "Obliterate the following items from:" change the drop down to "the beginning of time". Check the box labeled "Empty the cache". Click "Clear browsing data".

> For Firefox press the control, shift and delete keys at the same time. A dialog box opens. Next to "Time range to clear" change the drop down to "Everything". Check the box labeled "Cache". Click "Clear now".

>For IE click Tools and Delete Browsing History. Deselect "Preserve Favorites website data" and select "Temporary Internet files", "Cookies" and "History". Click "Delete".

7. Question: How is fringe applied to my account?

Answer: Fringe is applied only to IFR, DIFR-IFR, SUTRA (non summer/winter session) and DIFR (fringe doesn't show in BI) accounts.  For these accts it is applied to all labor except for subobject codes noted with "Exempt from Fringe Benefits" in bold red in the "Subobject Descriptions " tab in the Expenditure Transfer Form Excel file.  Fringe is applied on or near the first of every month on all applicable transactions from the prior month.  Please address any questions with this to Scott Hatch in General Accounting at ext 2099.

8. Question: How is overhead applied to my account?

Answer: Overhead is applied to collections and Revenue Adjustments (not Balance Transfers).  Overhead is applied on or near the first of every month on all applicable transactions from the prior month.

Last Updated: 3/16/16