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Ohio State University logo OIT Administrative Systems

Using eReports Portal - Financials


Course Description:

This course provides the knowledge and skills needed to access Financials and HR reports using the university reporting tool eReports Portal. It provides information on how to access and print the following types of reports:

Users who primarily run or use Human Resources reports should attend Using eReports Portal for Human Resources Users.

Prerequisites:

Basic computer skills using Windows.

If this is your first Administrative Systems training course, we encourage you to review the pre-training materials available online before attending this course.

Participants must already have access to eReports Portal. You will use your own OSU Internet username (Kerberos ID) and password to login to eReports. If you want to customize the reporting exercises, you should also know or bring valid ChartField values (Organization and Fund) for your area.

Confirm your access to eReports Portal at Test Your eReports Portal Access.

Course Length:

4 hour Instructor-led course in a computer lab.

Audience:

This course should be taken by users who run or use General Ledger, Budget, or Procurement reports. Users who primarily run or use Financials reports should attend Using eReports Portal for Financials Users.

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