Job Aids & Training Materials

My-UI-Financials

• Guide to My-UI-Financials Reports
• Sign In to My-UI-Financials
• Change Filters
• Column Definitions
• Print, Save, and Export Reports in EDDIE
• Export Dashboard Data to Excel or CSV
• Crosswalk: My-UI-Financials Report Names
• Generate a Standard Report
• Perform a Search
• Sort Columns
• View Data Details

Financial Summary Trends

• Overview of the Financial Summary Trends Page [updated: 02/10/2020]
• Using the Filter Menu [updated: 11/13/19]
• Using Report Tabs [updated: 02/12/2020]
• Conducting a Drill Down [updated: 11/13/19]
• Downloading Data [updated: 11/18/19]
• Scenarios [updated: 02/12/2020]

My-UI-Financials Access Manager

• My-UI-Financials Access Manager - Assign Roles
• My-UI-Financials Access Manager - Assign CFOP Level Roles
• My-UI-Financials Access Manager - Remove Roles
• My-UI-Financials Access Manager - Copy or Move Roles
• My-UI-Financials Access Manager - View All of My Roles
• My-UI-Financials Access Manager - Wild Card Search
• My-UI-Financials Access Manager - Roles and Definitions
• My-UI-Financials Access Manager - Review Process by Org and CFOP
• My-UI-Financials Access Manager - Review Process by User
• My-UI-Financials Access Manager - Search, Manage, and View Roles by User

 

Webinar

 

• My-UI-Financials - webinar slides [updated: 9/14/2021]

My-UI-Financials: Presentation and Demonstration

Click the Playlist (1/9) menu in the top left of the video player to select individual segments of the presentation. There are nine videos in all!

 

Last Updated: Feb. 12, 2020