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Viewing Budgets in Business Intelligence

Business Intelligence (BI) reports are available on the Employee Self-Service (ESS) portal. The BI area of the portal has been provided for employees by the Business Intelligence team at Pennsylvania State System of Higher Education (PASSHE) as a central location for reports. BI pulls data from SAP once a day to enable users to create unique reports which suit their particular need. There are a variety of tabs and links within these reports to enable different views of a departmental budget. Users have the ability to sort by items such as year-to-date expenses and open PO's. Also, data can be exported to Excel and/or viewed and printed in a pdf format.

For viewing budgets in Business Intelligence, use the Campus Reports tab to access the Budget Report or the Auxiliary Budget Report, depending on the type of fund you are viewing.

Please view the BI Training Manual for instructions on viewing your budget in BI. Please also download the Business Intelligence Navigation Manual for additional information. Please contact the Budget Office with any questions related to creating reports in Business Intelligence. 

Important note: You must disable the pop-up blocker in the Internet Explorer browser before working in Business Intelligence. See the BI Training Manual initial setup section for instructions. You will need to close and restart Internet Explorer after disabling the pop-up blocker. Also, the BI system works best with Internet Explorer, and functionality may be limited with another browser such as Firefox, Chrome or Safari.