Enterprise Reporting and WebI Financial Reporting eLearning
These eLearning courses provide information and demonstrations for financial reporting using Web Intelligence (WebI) and the Enterprise Reporting (ER) Report Portal.
- eLearning: OFM Web Intelligence (WebI) – Financial Reporting (Duration: 30 minutes)
- eLearning: OFM Enterprise Reporting – Financial Reports (Duration: 30 minutes)
- eLearning: OFM Enterprise Reporting – Flexible Reports (Duration: 30 minutes)
If you don’t complete an entire eLearning course in one session, you may resume where you left off at another time. However, if you switch browsers or computers, you will need to start over.
In This Section
eLearning: OFM Web Intelligence (WebI): Financial Reporting
This 30 minute course will provide new users with the basics of navigating through WebI and creating ad hoc reports. The learning objectives include: how to navigate WebI, how to create an ad-hoc report, additional tips and tricks around how to use WebI reports, and how to access additional resources. This course includes interactive scenarios and exercises to help you practice using WebI.
If your agency uses the Washington State Learning Center, use this link to access the eLearning course. When you complete the course, the Learning Center will automatically update your training transcript.
If your agency does not use the Washington State Learning Center or you do not want your training transcript automatically updated upon completion, use this link to access the eLearning course.
eLearning: OFM Enterprise Reporting Financial Reports New User Training
This 30 minute course will provide new users with an overview of the Enterprise Reporting (ER) Report Portal. The learning objectives include: how to use the folder structure in the Report Portal, how to schedule, view, and print reports. This course includes interactive scenarios and exercises to help you practice finding and scheduling reports.
If your agency uses the Washington State Learning Center, use this link to access the eLearning course. When you complete the course, the Learning Center will automatically update your training transcript.
If your agency does not use the Washington State Learning Center or you do not want your training transcript automatically updated upon completion, use this link to access the eLearning course.
eLearning: OFM Enterprise Reporting – Flexible Reports (2015)
This 30 minute course will provide users with an overview of flexible reports in the Enterprise Reporting (ER) Report Portal. The learning objectives include: introduction to flexible reports in the Report Portal, how to set report groups in a flexible report, add balances and totals, and apply custom selections. This is an older eLearning course but still might be helpful for Report Portal users who want to learn more about the flexible reports.
If your agency uses the Washington State Learning Center, use this link to access the eLearning course. When you complete the course, the Learning Center will automatically update your training transcript.
If your agency does not use the Washington State Learning Center or you do not want your training transcript automatically updated upon completion, use this link to access the eLearning course.