Prime Reporting Resources and Training

Get Help with Prime Reporting

There are a number of resources available to help you get the most from the Prime Financial Information Warehouse. Feel free to contact the Financial Service Center with any specific reporting questions. We also invite you to explore the toolbox in this section, where you will find a range of updated training and reference materials.

Financial Service Center
(609) 258-3080
finance@princeton.edu 

Training Tools

Navigating the Warehouse

Step-by-Steps

To help you make the most of your reporting and analytics, the step-by-step library covers a range of common uses and questions:

  • Customize report name and description

  • Email report results

  • Enter multiple data values in a single prompt

  • Export report to Excel

  • Print report

  • Save report prompts / parameters

  • Save report results

  • Schedule report

  • Search and select prompt values

  • Subscribe to reports 

  • Use the tree prompt

Explore the Financial Reporting Step-By-Step Library

Report Reference Guides

As you get familiar with the tool, we also welcome you to explore our complete Financial Reporting Training Library, which includes helpful Reference Guides.