Introduction to Banner Finance Tools
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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)

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Introduction to banner finance tools

Introduction to Banner Finance Tools

Presented by: Nate Grimm

Updated: 11/16/10


Introduction to banner finance tools

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
    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


    Self service banner finance1
    Self Service Banner - Finance

    • 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.



    E print
    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.


    E print1
    e~Print

    • 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.



    Inb internet native banner
    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 banner1
    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 banner2
    INB (Internet Native Banner)


    Discoverer viewer
    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 viewer1
    Discoverer Viewer

    • Allows us to publish custom reports.

    • Initial training currently being offered by IS.

    • Finance reports still in progress


    Take a ways
    Take-A-Ways

    • 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.