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Potsdam Prepared: Spring 2022 Updates

Business Intelligence (BI)

Business Intelligence (BI) is a reporting tool that allows users to view account and transaction details.

On Campus Training

Users are encouraged to contact Phyllis Sampier Charleson with any questions regarding Business Intelligence (BI).

BI Training Guide (PDF)

Use your Net ID and password after clicking here.

In BI, navigate to the Account Summary dashboard. Here you can query by account number. Account Summary will provide information on allocation, year to date expenditures, encumbrances and available balances.

BI was upgraded to work with Internet Explorer (IE) version 11, but it is suggested that you use either Firefox or Google Chrome.

Additionally, try clearing the cache for your browser.

Please contact the IT Service Desk by emailing itservicedesk@potsdam.edu or calling (315) 267-4444 if you have questions about how to clear your cache.