Training & Materials for Reporting

Online Training: Using the self-service InfoPorte Faculty Application

This self-paced course introduces InfoPorte users to the Faculty application.

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Online Training: Using the InfoPorte Faculty Dashboard

This self-paced course introduces InfoPorte users to the Faculty Dashboard.

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Online Training: Using the InfoPorte Faculty Administration Review Application

This self-paced course introduces InfoPorte users to the Faculty Administration Review application.

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Online Training: Finance Reports

Watch Finance Reports 1 – 4 on the computer-based training site to learn about ledgers, budget balances and how to find transactions.

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Financial Reporting with InfoPorte

This guide explains the process of financial reporting with InfoPorte. Topics covered include the differences between ledger types, an overview of InfoPorte, how to find various budget balances and manage encumbrances.

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Financial Reporting Queries

Learn more about financial reporting queries. Note that these queries are in the RPT environment of ConnectCarolina and require authorized security. Access to these queries is limited.

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F&A Formula Allocation PPT

This presentation includes information about the F&A Formula Allocation Report.

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Recorded Webinar: F&A Formula Allocation Report Webinar

This F&A Formula Allocation Report webinar explains the following:

• The components of F&A budget
• The formula allocation
• How to run the F&A Formula Allocation Report
• How to look up budget journals on the InfoPorte Transactions tab.

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Online Training: Submitting Finance Requests

This self-paced course introduces InfoPorte users to the process of submitting finance requests, including OSR Budget Revisions.

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Reconciling Balances and Transactions

This guide provides an introduction to reconciliation in InfoPorte with information on how to view balances and reconcile transactions.

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Loading Trust Budgets

This guide explains Trust sources and how to view balances in InfoPorte for Trusts with associated budgets.

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Viewing Budgets

This document explains the Fiscal Year and Budget Period filters to select to see 2015, 2016, and 2017 budget amounts and balances. It also explains the specific budget journals entered for 2016 budgets.

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Online Training: Viewing ConnectCarolina Cost Codes

This self-paced course will help you understand the difference between cost codes in ConnectCarolina and cost codes in InfoPorte. You’ll learn how to find the ledger balances for a ConnectCarolina program or cost code, find the accounts that make up the ledger balances, find the transactions that make up the ledger balances for each account, and look up a ConnectCarolina cost code.

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Why do my balances go up and down throughout the month?

Your available budget balances in InfoPorte fluctuate a lot more throughout the month than they did in FRS. This guide explains the reason for this and some key related concepts.

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Online Training: Submitting HR Requests

This self-paced course introduces InfoPorte users to the HR request submission process.

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Online Training: Payroll Reports

This self-paced course introduces InfoPorte users to payroll reports.

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HR/Payroll Reporting

This guide introduces users to employee and position searches, payroll reports, and SAS Reporting in InfoPorte.

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Online Training: Student Reports in InfoPorte

This self-paced course introduces InfoPorte users to student reports.

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Online Training: Introduction to InfoPorte: Student

This self-paced course introduces the InfoPorte Student application.

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Recorded Demo: Student Reporting

This video is a recording of a live demo of Student Reporting in InfoPorte.

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