Business Intelligence is a reporting tool that allows users to view account and transaction details. To obtain access to the system, first attend the Business Intelligence Report Training offered by the University Center for Training and Development, then complete the Business System Access Request Form and submit to Connie Naccarato AD507.
Frequently Asked Questions
How do I sign on to Business Intelligence?
If I try to sign on to BI but discover I do not have access who should I contact?
You should first attend BI training. Please contact the University Center for Training & Development for a schedule of training sessions. If you have completed training and still don't have access then please contact our Security Administrator – Connie Naccarato (x72938).
- How can I determine what my SUNY account numbers are?
One option is to use the Reference Dashboard and the Reporting Structure Page within that dashboard can be used to search for your department. Instructions are available beginning on page 17 of the Training Manual.
- I'm in the Business Intelligence Account Summary dashboard but some of my revenue
data is missing. Where is it?
If an IFR, SUTRA, or DIFR-IFR account is not sub accounted then all revenue will post to the parent account (xxxxxx-00). However if the account has been sub accounted, then all revenue will post to the xxxxxx-99 sub account. To view total revenue data make sure you use the six digit account number (excluding the two digit suffix) then click 'Apply' in Business Intelligence (BI).
If you have sub accounted after the fiscal year has begun, call the Accounting office for more help on how to view revenue data in BI.
- Where are the revenue transaction descriptions in BI?
The SUNY Financial System added transaction descriptions for deposits, revenue adjustments, and balance transfers in June 2019. Previously this information was not available.
Prior to June 2019, Revenue transactions with a From Date (right click to include column) and Liability Date covering a 15-day revenue cycle is deposit activity for which you can get more detail from the revenue web application. For example, if the From Date is 6/30/19 and the To Date is 7/15/19, access the revenue web application IFR Account module and select the associated account and revenue cycle to view the individual transactions which tie out with the BI posting.
When the From Date (right click to include column) and Liability Date are only one day apart (for example, From Date is 7/10/19 and Liability Date is 7/11/19) this is a balance transfer or revenue adjustment requested by a department. These are manual entries processed by the Accounting office and an email confirmation is sent to the department representatives upon completion of the transaction. Keep these confirmation emails to assist in reconciling your account. The List of Revenue Journals also contains a brief description and can assist in identifying transactions.
- Why is BI not working properly/why is some of my information missing?
BI was upgraded to work with Internet Explorer (IE) version 11, but it is suggested that you use either FireFox or Google Chrome.
Additionally, try clearing the cache for your browser.