Business Intelligence Financial Dashboard (BI)

Business Intelligence (BI) is the tool used by SUNY for monitoring account activity.

Main Page Content

Through the BI dashboards, account holders can view both revenue and expense transactions for their departmental accounts. BI also offers users the ability to run and download reports. For directions on how to access this system and use its features, please click the link below for our BI Training Manual.

BI Training Manual


SUNY BI Training Video

Expense transactions in BI are separated into categories including Personal Service Regular (PSR), Temporary Service (TS) and Other Than Personal Service (OTPS). Where each expense posts depends on the sub-object code that is used at the time the payment is processed. For more details on what a sub-object code represents, please click the transactional Objects Listing Link Below. This link will take you to a SUNY Resources site. You will want to find the heading "Useful Tool" and click on "Expenditure Objects."

Transactional Objects Listing

If you need access to the BI System or would like to schedule an in-person training, please contact Mary Covell.

Last Updated 5/26/21