SUNY BI

SUNY Business Intelligence is a web-based application developed by SUNY Central that will replace SMRT and certain SUNY Legacy functions. It consists of multiple Financials dashboards.

To access SUNY BI, click here.

For VP Coordinators

SUNY BI Security Request Form - VP Coordinators must complete the Employee Financial Systems REPORTING form if an employee in their area requires SUNY BI user access or updated security settings.

Basic Training for New Users

SUNY hosted a Webex on April 17th, 2020, which covered the dashboards and features listed below. Watch the full recording and check out the training Q&A for beginner user how-to information.

DASHBOARDS		FEATURES
Reference		Default Home/Start Page
Account Summary		Selections (begins with, contains, search, etc.)
Transaction Inquiry		Include/Exclude/Move Columns
		Pivot Table Prompts/Sections
		Subtotal/Grand Totals
		Dashboard Customizations
		Reset Button
		Export/Print Options

Useful Links & Forms

SUNY BI Overview - Provides an overview on how to access dashboards in the SUNY BI environment.

SUNY BI Transaction Inquiry - The Transaction Inquiry dashboard provides data to replace what was formerly available via the SUNY Legacy SCAJ and PCAJ functions.
SUNY BI Account Summary Payroll Data - Provides an overview on how to view payroll information via the Account Summary dashboard.
Finance BI Training Documents and Procedures - Various training templates and videos made available by SUNY (formerly housed on the Employee Services Portal).

Helpful Hints & Tricks

Overview