Here are resources to help you create and manage reporting in ConnectCarolina and InfoPorte.

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Introduction to InfoPorte
This self-paced course introduces users to basic InfoPorte concepts.
Reporting in InfoPorte
This quick reference guide provides general information and tips and tricks for using InfoPorte.
Reconciling Transactions
This self-paced course introduces InfoPorte users to the process of transaction reconciliation.
Using the InfoPorte Inbox Application
This self-paced course introduces InfoPorte users to the Inbox application.
Reservations & Data Dictionary
This self-paced course introduces InfoPorte users to Reservations and the Data Dictionary.
Using the self-service InfoPorte Faculty Application
This self-paced course introduces InfoPorte users to the Faculty application.
Using the InfoPorte Faculty Dashboard
This self-paced course introduces InfoPorte users to the Faculty Dashboard.
Using the InfoPorte Faculty Administration Review Application
This self-paced course introduces InfoPorte users to the Faculty Administration Review application.
Finance Reports
Watch Finance Reports 1 – 4 on the computer-based training site to learn about ledgers, budget balances and how to find transactions.
Financial Reporting with InfoPorte
This handy 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.
Financial Reporting Queries
Learn more about financial reporting quieries. Note that these queries are in the RPT environment of ConnectCarolina and require authorized security. Access to these queries is limited.
F&A Formula Allocation PPT
This presentation includes information about the F&A Formula Allocation Report.
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.
Submitting Finance Requests
This self-paced course introduces InfoPorte users to the process of submitting finance requests, including OSR Budget Revisions.
Reconciling Balances and Transactions
This handout provides an introduction to reconciliation in InfoPorte with information on how to view balances and reconcile transactions.
Loading Trust Budgets
This guide explains Trust sources and how to view balances in InfoPorte for Trusts with associated budgets.
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.
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.
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 document explains the reason for this and some key related concepts.
HR Reports
This self-paced course introduces InfoPorte users to HR reports.
Submitting HR Requests
This self-paced course introduces InfoPorte users to the HR request submission process.
Payroll Reports
This self-paced course introduces InfoPorte users to payroll reports.
HR/Payroll Reporting
This guide introduces users to employee and position searches, payroll reports, and SAS Reporting in InfoPorte.
Student Reports in InfoPorte
This self-paced course introduces InfoPorte users to student reports.
Introduction to InfoPorte: Student
This self-paced course introduces InfoPorte users to the InfoPorte Student application.
Student Reporting Demo
This video is a recording of a live demo of Student Reporting in InfoPorte.