Audience: SOM Finance Staff

Pre-requisite: Access to SOM TarHeel Reports

Resources: SOM Quick Reference Grid, TarHeel Report Overview Sessions (basic navigation and description of reports)

Subject-Matter Expert: Kristen Beattie, SOM Budget Analyst, FBO Accounting

Targeted Focus: Academic Funds (State, F&A, Trusts, Gifts, Auxiliary, Residual, and C&G)

Description: THIS IS A REPEAT SESSION, the scenarios are the same as those used during the October 29 training session.

This advanced training is designed for experienced users of TarHeel Reports, focusing on the practical application of reports recommended by the Dean's office. Through realistic, scenario-based exercises, participants will explore a variety of use cases to deepen their understanding of the reporting system. By analyzing specific departmental needs, users will learn how to identify and select the most appropriate reports for accurate decision-making and compliance. This hands-on training is ideal for those looking to refine their expertise!