BI360 Cloud/Private Host - Module Overview

BI360 Cloud/Private Host - Module Overview

This course provides an overview of the BI360 Cloud Portal and each of the available modules.

About this course

BI360 Cloud or Private Host version 5 offer the following modules, based on your licensing.

 

  • Archive – the archive contains all reports that you have archived from Live Reporting and any reports that other users have shared with you.
  • Assignments – here you will find Workflow or budget templates that are assigned to you.
  • Live Reporting – here you can create report templates (if you have a Report Designer license), run reports, and share reports with your colleagues.
  • Budgeting – users with the Report Designer license create budget templates from this application. Individual template assignments are also defined here. See Workflow for another method of creating budget form assignments.
  • Workflow – here you manage the end users’ access to budget forms, monitor the progress of the budget data entry, and receive notifications by the end user when data entry is complete.
  • Data Warehouse – gives you the ability to create a central location for all of your organization’s financial and operational data; all in the Cloud.
  • Settings – in this module you have access to Administration, User Settings, and, if you work with the Budgeting module, access to define distribution rules (spread methods).

Posted 9/18, Revised 12/18

 

Curriculum~ 60 minutes

About this course

BI360 Cloud or Private Host version 5 offer the following modules, based on your licensing.

 

  • Archive – the archive contains all reports that you have archived from Live Reporting and any reports that other users have shared with you.
  • Assignments – here you will find Workflow or budget templates that are assigned to you.
  • Live Reporting – here you can create report templates (if you have a Report Designer license), run reports, and share reports with your colleagues.
  • Budgeting – users with the Report Designer license create budget templates from this application. Individual template assignments are also defined here. See Workflow for another method of creating budget form assignments.
  • Workflow – here you manage the end users’ access to budget forms, monitor the progress of the budget data entry, and receive notifications by the end user when data entry is complete.
  • Data Warehouse – gives you the ability to create a central location for all of your organization’s financial and operational data; all in the Cloud.
  • Settings – in this module you have access to Administration, User Settings, and, if you work with the Budgeting module, access to define distribution rules (spread methods).

Posted 9/18, Revised 12/18

 

Curriculum~ 60 minutes