This page serves as a table of contents for all Business Warehouse help guides, by category.
Introduction to Business Warehouse Reporting
Introduction to Business Warehouse Reporting – a comprehensive list of videos that describe the basics of BW reporting. Completing this series is a requirement for anyone planning to attend one of the introductory reporting sessions (Funds Management, Grants Management, Supplier Relationship Management, and Payroll).
Newsletter Tips & Tricks
Each of the tips on this page originally appeared in an issue of the BW Newsletter: review the tips archive
Over the Shoulder Video Series
Watch over the virtual shoulder of an experienced user seeking to answer a commonly-asked question. View the video archive.
Training Workshop Handouts
Reference materials for each of the introductory Business Warehouse reporting workshops – Funds Management (FM), Supplier Relationship Mangement (SRM), Grants Management (GM) and Labor Distribution (payroll) – are listed on this page.
How-to Guides
These Help Guides seek to answer the question “How do I use the reporting tool to…?” All of the features described are available as PDF documents and many are available as videos in Terrier eDevelopment (eDev) and/or Mymedia environments. Click any of the checkmarks below to select Help in the format you prefer.
| Topic | Available Formats | ||
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| How to – Add a Subtotal Across Columns (cross-column subtotal) |  |
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| How to – Add, Remove, or Move a Column in a Report | |
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| How to – Convert a Series of Numbers to SAP Syntax | |
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| How to – Create a Calculated Key Figure | |
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| How to – Delete a Saved View | |
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| How to – Drill-down to Additional Detail | |
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| How to – Export Report Data to Excel | |
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| How to – Specify Report Dates | |
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| How to – Filter Key Figures using the Condition Function | |
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| How to – Filter Report Data | |
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| How to – Hide or Show a Key Figure | |
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| How to – Refresh Your View of a BW Report Folder Menu | |
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| How to – Remove Variable Personalization | |
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| How to – Save and Use a Variant | |
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| How to – Save and Use a View | |
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| How to – Delete a Saved View | |
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| How to – Recreate a Saved View | |
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| How to – Use Data from one BW Report as Input to a Second Report | |
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| How to – Use External File Data as Input to a Second Report | |
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| How to – Use the Online Help Search Box | |
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| How to – Use Wild Cards in Searches | |
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| How to – View Increased Detail via WebGUI Transaction FB03 | |
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How-to-Run Guides
Guides that describe how to run selected BW reports
Grants Management Reports
How to Run – GM Award Activity – Grant Level (Central) report
How to Run – GM Award Activity – Grant Level (Distributed) report
How to Run – GM Award Activity – Sponsored Program Level (Central) report
How to Run – GM Award Activity – Sponsored Program Level (Distributed) report
How to Run – GM Budget vs Actual
How to Run – GM Cumulative Award (Central) report
How to Run – GM Cumulative Award (Distributed) report
How to Run – GM Grant-Reporting-For-Faculty
How to Run – GM Grant-Reporting-For-Faculty Grant-Expense-Detail
How to Run – GM Master Data – Revenue and AR
How to Run – GM Multi-period Comparison report
How to Run – GM Proposal Activity (Central) report
How to Run – GM Proposal Activity (Distributed) report
How to Run – GM Proposal and Award Summary report
How to Run – GM Submitted Proposals and Funded Awards report
Funds Management Reports
How to Run – FM Designated-Restricted Balance and Activity
BW How to Run – Designated-Restricted Balance and Activity – 3 Years
How to Run – FM Unrestricted Budget to Actual by Fund Center
How to Run – FM Endowment Principal and Spendable report
HCM Reports
Employee Model Reports (several reports based on the HCM Employee Model)
How to Run – HCM Employee Absence Tracking report – Historical View
How to Run – HCM Faculty Audit PA9001
How to Run – HCM Faculty Roster Report
How to Run – HCM Position Status Report
How to Run – HCM Employee Master Data Report
How to Run – HCM Cost Distribution Report
How to Run – HCM Additional-Recurring Payment Report
How to Run – HCM Cost Distributions Soon to Expire Report
Position Budget (HCM/FM) Reports
How to Run – Position Budget – FM Reconciliation report
How to Run – Position Management report
SRM Reports
How to Run – Purchasing Document Lifecycle (PDL) report
How to Run – BU Spend (BUS) report
How to Run SRM Historical Reports
Job Aids
Job Aids are Help Guides that describe how to answer questions specific to a business process
Based on Financial/Grant Data
How to – FM Month end and year end close and reports to use
How to – Reconcile Grants on a Monthly Basis
How to – View Concur Expense Activity
How to – View Funds Reservation Numbers (FRNs)
How to – View ISR or FSR Activity
How to – View Open Commitments
How to – View P-Card Data
Based on HCM Data
How to – Build an Org Unit-based Departmental Directory
How to – Build a Payroll Split Distribution Report
How to – View Employee Leaves of Absences During a Particular Time Period
How to – View Employees Hired/rehired During a Particular Time Period
How to – View Employees Terminated During a Particular Time Period
Reference Materials
This collection of materials includes Characteristic definitions, descriptions of data relationships, and items of general interest
BW Topic Checklist
FM Glossary
G/L Income & Expense Descriptions (Office of the Comptroller’s Resources)
GM Terminology Tutorial (Video)
GM Award Status Definitions
GM Dates and Definitions
GM Glossary
GM Funds Center Group Definitions
GM Master Data Relationships & Definitions
GM: How and When to Use Post Award Reports
GM Summary of OSP Report Functionality
HCM Glossary
HCM Reporting Folders, Reports and Report Data
HCM Feature Comparison of Commonly Used Payroll Reports
HCM Labor Distribution Report Date Definitions
HCM Employee Model: List of Characteristics and Key Figures (by category)
Overview of SAP Modules and Finance Terminology
Procurement Process Overview: Purchase Requisition (PR) creation through vendor payment
Procurement Process Overview: Chronology and BW Reports
Guided BUying – SRM FAQ and BW reports to use for answers
SRM Definitions of Characteristic and Key Figures
Useful SAP Account Numbers and Doc Types