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 Start 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.

PI Dashboard walks you through the Principal Investigator Dashboard.

RF AIR Dashboard is the RF AIR or RF Activity Interface Report.

Report Center Analysis gives step-by-step instructions on how-to execute a predefined analysis.

Financial Report to Management Quick Guide

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.

Open MAS/MPS Reports Without Losing Page

Instructional Videos

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