Business Intelligence Financial Dashboard (BI)

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BI is the SUNY tool for monitoring account activity.

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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 to our BI Training Manual.

BI Training Manual

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 Subobject code that is used at the time the payment is processed. For more details on what a Subobject code represents, please click the link below to the NYS Central Accounting System and SUNY Accounting System Transactional Objects Listing.

Transactional Objects Listing

If you need access to the BI System or would like to schedule an in-person training, please contact Crystal Hallenbeck at 395-2393 or via email at challenb@brockport.edu

Last Updated 8/28/17

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