RF Report Center User Help

For assistance with RF Report Center, email customerservices@rfsuny.org or call (518) 434-7222. 

Training Guides

Think of Report Center as your Swiss Army knife for ad-hoc reporting and analysis. You can access the RF Report Center here. If you are either new to Report Center or just want some more information, you will find a wide array of functionality. Take advantage of the training materials below to learn about these features: 

  • report scheduling and email distribution
  • report output options
  • format and sort capabilities
  • pivot tables with extensive drill downs
  • integrated graphics to reflect your results, i.e. pie charts
  • personalization functionality
  • enhanced search capabilities to better target your results
  • multiple export options to pdf, excel, word, etc.

If you have the opportunity to attend one of our campus training sessions, you will find them very worthwhile. If not, we have the detailed training outline and guide available for your self-study.

Campus Training Guide

Quick Reference Guides

The quick start guides are just-in-time learning. You need an answer on an award, but not sure how to use Report Center or what's the best function. These 2 page quick start guides give you the pithy essence on how to use the reports and dashboards in Report Center.

How to Access the Report Center

How to Access the RF Report Center - SSO

How to Access the Report Center - SUNY

How to Access Report Center Dashboards

Operations Managers' Dashboard

How to Run, Print and Export an Analysis

How to Schedule Agents (Reports)

Quick Tips

Quick Tip guides are your easy solution to common issues in Report Center. Here you will find step by step instructions on how to overcome some of the problems you may be having.

How to View and Create Monthly Summary PDF Report in RF Report Center

Instructional Videos

Report Center Overview (Webinar)

This one-hour webinar will provide a brief overview of the Report Center that includes the navigation, basic functionality, available analyses to run and an overview of our available dashboards. In addition, we will have two subject matter experts for Sponsored Programs and Accounts Payable/Purchasing join us to share and give you tips on how they use the Report Center to accomplish their work.

Principal Investigator

This video provides an overview of Report Center and highlights the functionality on the PI dashboard.  Principal Investigators should view this video

RF Activity Interface Reporting (RF AIR)

This video provides an overview of the reporting capabilities of RF AIR.  Any person requiring information on awards from payables, expenditures, and payroll should view this.

Report Center Analysis

This Quick Start Guide walks through the features available to you in order to create your own analysis.  Former Discoverer report builders and report analysts should view this document.

Report Scheduling and Alerts

This video demonstrates how to create an alert, scheduling reports, and automatically emailing them.  Former Discoverer report builders, report analysts and others who have this requirement should view this video.

Execute Pre-Build Reports

This video shows the funcitonality on how to execute reports either converted from Discoverer or built for you.  Anyone who needs to run a report should view this video