Transcript INB (Internet Native Banner)

Introduction to Banner Finance
Tools
Presented by: Nate Grimm
Updated: 11/16/10
Finance Reporting Tools
• Self Service Banner Finance
- Real time access using a generic web-based client.
• e~Print
- Canned reports delivered with the Banner system.
Run nightly.
• INB (Internet Native Banner)
- Full featured client for real time access to all of
Banner.
- Web based.
• Discoverer Viewer
- Web based reporting tool.
- Pulls from the Operational Data Store (ODS) as of the
end of the previous day.
Self Service Banner - Finance
• Generic Web based client
• Real time access
• Provides extensive transaction detail
• Budget Status by Account
- Can get Available Balance for Budget Balance accounts only.
- Cannot get balances for Fund Balance accounts.
• Documents Retrievable:
- Journal Entries
- Invoices
- Purchase Orders
Self Service Banner - Finance
• Accessible from Trailhead.
First time requires password for synchronization.
• Can export transaction and summary
information to Excel.
• Can drill down from summary level to transaction
detail to document level.
Self Service Banner - Finance
e~Print
• Canned reports delivered with the Banner system.
• Run nightly as of the end of the day.
• Except for the INB client, this is currently the only tool
that has a report for viewing balances for Fund Balance
accounts.
• Also the only place to see Payroll and A/R detail.
e~Print
• Accessing e~Print:
Direct Link: https://eprint.mines.edu
Requires Banner login and password.
Same login as INB client.
Trailhead: Click the Self Service icon
First time only requires password.
e~Print
INB (Internet Native Banner)
• What we use in the Controller’s Office
• Real time access
• Web based client
- Self installs, but requires administrative rights to PC for
installation.
• Steep learning curve
INB (Internet Native Banner)
• Most functionality of any of the tools.
• Most efficient way to navigate Banner Finance
account data.
• Banner INB Fundamentals CBT
- On reserve in the Library.
- Covers basic navigation of forms.
• Controller’s Office is currently offering training
INB (Internet Native Banner)
Discoverer Viewer
• Reports from the Operational Data Store (ODS)
• ODS is a copy of Banner data that is refreshed
nightly.
• Web based client.
• Accessible from Trailhead.
First time requires password for synchronization.
Discoverer Viewer
• Allows us to publish custom reports.
• Initial training currently being offered by IS.
• Finance reports still in progress
Take-A-Ways
•
For Budget Funded accounts
– Use either e~Print or SSB Finance.
•
For Fund Balance accounts
– Balance only correct on e~Print: Fund Balance Checkbook Detail.
– Use e~Print or SSB Finance for account detail.
•
Payroll detail and Tuition detail only on:
– Budget Balance Checkbook Detail report.
– Fund Balance Checkbook Detail report.
•
Cannot use Budget Status reports “Available Balance” for Fund Balance
accounts.
•
ODS Discoverer Reports coming soon.