Intro to Rex Finance 2.0
REX Finance 2.0 is a new reporting tool for UMBC, offering a user-friendly interface and powerful features for accessing and analyzing financial information. This course aims to provide participants with essential system knowledge, focusing on navigating and utilizing Tableau's standard suite of reports.
Rex Finance 2.0 introduces significant improvements across multiple areas, including enhanced end-user readability, increased filter flexibility, and new interactive visualizations.
Upon completing this course, participants will gain proficiency in the following key areas:
1. Accessing Rex 2.0: Participants will learn to log in to the REX Finance 2.0 system and navigate the different workbooks and dashboards.
2. Running REX Finance 2.0 reports for various departments: Participants will understand how to generate reports specific to different departments, allowing them to obtain the financial information relevant to their areas of responsibility.
3. Drilling to detail: Participants will explore the capability of drilling down into the REX Finance 2.0 reports to gain granular insights into expenses, and vouchers. This functionality empowers users to examine financial data at a more detailed level.
4. Saving and sharing dashboards: Participants will learn to save and share their selections and views.
The training will consist of hands-on practice and demonstrations, allowing participants to actively engage with the REX Finance 2.0 system and understand the different activities involved in financial reporting. Training documents will be provided during the session to support participants' learning journey.