BAIRS
Job Aids and Quick Reference Guides
Job Aids present material to help you perform a system action. Quick Reference Guides are concise, task-specific descriptions designed for expert users. For in-depth information, refer to the User Productivity Kits or manuals.
Basic Reporting
- Install Hyperion Intelligence Client 9.3
- Select Interactive Reporting Web Client as Default Format
- Set Up Berkeley Reporting Portal (BRP) Personal Page
- Request Access to BAIRS/BIS
- Login to the Berkeley Reporting Portal via Blu
- Login to the Berkeley Reporting Portal via the Browser
- Understand Personal Page and Explore Section
- Navigate the Main Page – Learn about Parameters/Run Reports
- Run/Print/Save HTML Format Report
- e-Mail PDF File
- Import a Saved Query to the Repository Folder
- Save HTML Format Report to the Repository Folder
- Selecting HTML or Interactive Report Web Client Format
- Open a Report – Interactive Report Web Client
- Select a Sort Order
- Rerun the Same Report, Change Parameters
- Print an Interactive Report Web Client Report
- Close a Report
- Export and Open BAIRS Data – Excel
- Cancel a Query
- Save a Report to the Repository Folder
- Add a Simple Bookmark
- Remove a Simple Bookmark
- Add/Remove a Complex Bookmark – Report Main Page to Personal Page
- Add a Favorite
- Remove a Favorite
- Using the Spotlighter Tool
- Add a Web Link to Your Personal Page
- Remove/Add/Change (Bookmark Section) Layout on Personal Page
- Open to Personal Page as Browser Default
- Personalize/Edit Personal Page Color Scheme
- Compare Ledger Transactions with the SpeedChart Table
Advanced Reporting
The Advanced Reporting guides are designed for BAIRS users who are customizing their queries, building pivots and creating/modifying BAIRS reports. These skills are taught in hands-on classes; sign up at the UC Learning Center.
- Select Interactive Reporting Web Client as Default Format
- Set Up Berkeley Reporting Portal (BRP) Personal Page
- Understand Sections/Panes
- Select Personal Page as Browser Default
- Understand the Standard Toolbar
- Understand the Format Toolbar
- Understand Toggle Switches
- Hide/Unhide a Command Line
- Resize and Dock a Command Line
- Add a Section
- Duplicate & Rename a Section
- Hide/Unhide the Section Pane
- Delete a Section
- Build the Request Line
- Try to Remove a Critical Item from Request Line
- Apply a Sort to a Query
- Add a Simple Filter to a Query
- Remove a Simple Filter from a Query
- Add/Remove Local Filters
- Format Numbers
- Create Grouping Columns
- Create Computed Items
- Understand the Report Outliner & Add/Remove
- Understand Headers and Footers
- Create a Pivot
- Add/Remove Totals to a Pivot
- Add/Remove Totals and Subtotals to a Pivot
- Create/Modify a Complex Pivot – Use Grouped &/Or Computed Items
- Remove a Pivot Outliner
- Modify the Orientation of a Pivot
- Sort Data in a Pivot
- Drill Anywhere in a Pivot
- Drill Up in a Pivot
- Format a Pivot
- Change a Label Name in a Pivot
- Create a Chart
- Change the Chart Type
- Modify Chart Properties
- Understand Simple Filters
- Understand Filter Dialog Box – Pre-Populated Items
- Modify Values to Filter Boxes in Query View
- Advanced: Apply/Remove Filter to the Results Section – HTML Format
- Advanced: Add/Remove a Field to the Request Line – HTML Format
- Advanced: Work with a Pivot in HTML Format
- Advanced: Work with a Chart in HTML Format
- View a Transaction Verification Report for a Specific Date