Updated: 11/16/10

Introduction to Banner Finance Tools

Presented by: Nate Grimm

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

• 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

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.

• 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

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

• 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.

Take-A-Ways