Enter does not work in BI, must click button “APPLY” Result from BI defaults to OF MAJOR OBJECTS” “SUMMARY CAUTION: Personal Service (PSR) is included in the default settings. It is highly recommended users utilize the Customization feature to remove PSR. PSR is managed centrally at Fredonia, so divisions/departments when calculating balances should NEVER include PSR. Result from Customized (excludes PSR) Account Summary Dashboard: Drop down menu for View” as three options “Select Summary by Major Object (default) may be your easiest option to use – Summary by Object Summary by Detailed Object (most closely reflects look of SMRT) NOTE: Option 3 calculates Campus Recharges as a separate object in BI. When calculating Available Balance the user will have to add in Recharge Totals.
Enter does not work in BI, must click “APPLY” button Result from BI defaults to “SUMMARY OF MAJOR OBJECTS” CAUTION: Personal Service (PSR) is included in the default settings. It is highly recommended users utilize the Customization feature to remove PSR. PSR is managed centrally at Fredonia, so divisions/departments when calculating balances should NEVER include PSR. Result from Customized (excludes PSR) Account Summary Dashboard: Drop down menu for “Select View” as three options Summary by Major Object (default) – may be your easiest option to use Summary by Object Summary by Detailed Object (most closely reflects look of SMRT) NOTE: Option 3 calculates Campus Recharges as a separate object in BI. When calculating Available Balance the user will have to add in Recharge Totals.
BITrainingFall2016.docx