PBI Features
The new reports are using the new Panther Business Intelligence platform. The benefits of the new reports are listed below.
- Flexible runtime parameters
- Faster runtime with ability to extract large datasets
- Easy to use interface
- Seamless export to Microsoft Excel
New Reports
Two new report groups will be available to users who currently have Panther Analytics Peoplesoft Finance access. The data is pulled once a day from the Peoplesoft Finance system at 5 a.m. and is static for the day.
- Finance PBI Reports
- GL Transaction Detail:
- Detailed transaction listing report with flexible selection criteria
- Workflow and Chartfield Listings:
- Chapman Workflow Listing
- Fund Department Program Listing
- Individual Chartfield Listing Reports
- Purchasing PBI Reports
- PO Budgetary Activity:
- This report is similar to the Peoplesoft Budgetary Activity Report with additional new fields
- All Status – all PO’s status including closed PO’s
- Open with Encumbrance – open PO’s with remaining encumbrance
Guides
Guides on how to navigate and extract the data to Excel are available on the left-hand pane.
Access
You can access the report from the Panther Analytics Homepage under Finance/See all Finance reports (coming soon – pending Modern Campus released for edits) or from Peoplesoft Finance Tiles shown below.
- Finance PBI Reports
- Purchasing PBI Reports
