Page 2 - Gaining Access to Emory Business Intelligence

F I NA N C E R EF ER E NC E G U I D E

OVERVIEW

Emory Business Intelligence (EBI) is Emory’s enterprise-wide financial reporting tool. Advancement and Alumni Engagement
(AAE) staff use EBI to view budget reports and transaction detail. Full access to EBI is granted to users only after completing
the perquisites for system access.

PREREQUISITES FOR GAINING FULL ACCESS TO EBI

All AAE staff must complete the online Emory Introduction to Emory Business Intelligence course and then submit a Compass
access request in order to gain access to EBI.

Scroll down to the Training Opportunities section of the page above and expand the Required Training for
EBI Access accordion for further instructions. Once you complete and pass the online course, make
certain you also complete a request for access as instructed. Successful completion of the online course
alone does not automatically grant you EBI access.

NAVIGATION

The EBI tool login URL is https://dwbi.emory.edu/analytics/saw.dll?bieehome&startPage=1.

You will likely be able to sign into EBI using the URL above, even if you have not completed the required
training. However, you will not have full access to reports, including those commonly used by AAE staff,
until the training is completed and a Compass access request has been approved.

HOW TO KNOW IF YOU HAVE FULL EBI ACCESS

If you are not certain whether you have full EBI access, follow these steps:

1. Log into EBI.

2. On the right side of your screen, click the arrow next to Dashboards.

3. Click the down arrow next to FMS – Operational.

4. If you do not see the report options shown below with blue dots next to them, you do not have full access and will
need to follow the steps above to gain full access.

EMORY ADVANCEMENT AND ALUMNI ENGAGEMENT | FINANCE REFERENCE GUIDE | Updated 8.22.22 1