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Introduction to Financial Reports

Introduction to Financial Reports

Mar 22, 2022 - Jun 30, 2025


Full course description

Course Introduction

Individuals who work with IU's financial data and systems and are strongly encouraged to complete the Introduction to Financial Reports course. This training is designed for IU staff who are familiar with IU’s accounting structure such as object codes and accounts. 

Learning Outcomes

By the end of this training, you will be able to:

  • Apply report-related terminology to the interpretation of a simple financial report.
  • Identify the three environments in which financial reports can be run at IU.
  • Describe the similarities and differences between KFS Balance Inquiries, IUIE reports, and the Controller's Office Reporting Tools.

Module Topics Include

  • Technical Setup, Introduction, and Review
  • Financial Reports Vocabulary
  • Two More Definitions: Org Reversion and Consolidation Hierarchies
  • Financial Reporting Options
  • Wrap up and Resources

Course Contacts

Financial Training and Communications



Length: 90 minutes


Employee Services, Training, & Communication Department in the Office of the Executive Vice President of Finance & Administration (EVPFA)


Credit: Certificate of completion


Audience: Any employee (faculty or staff), or individuals who work with the Kuali Financial System (KFS), are strongly encouraged to complete this training.

Sign up for this course today!