Business Intelligence & Analytics

The Business Intelligence and Analytics Team is responsible for supporting and building reporting assets through various financial reporting technologies utilized by UVAFinance. These technologies include Workday Financials, UBI/Qlik, and Adaptive Planning. We manage all aspects of Adaptive Planning. We are responsible for user management, report creation and management, and data integration to Workday FDM. 

UBI Finance 2.0 Apps

New UBI Finance 2.0 apps are now live! We encourage you to begin using these apps for all your general finance reporting needs.

You can access the new apps via the UBI Hub. You’ll recognize the new apps by their names, which use underscores instead of spaces (e.g., Workday_Financial_Analysis_and_Review).

Summer Office Hours Kick Off July 15

To help the University Community get comfortable with UBI Finance 2.0, we'll be holding office hours every Tuesday beginning July 15, at 10 am. These sessions will focus on orientation and navigation of the UBI Finance 2.0 apps.  

In addition to office hours, we'll also host Q&A sessions and other specialized sessions to support the migration of personal and community sheets.  These sessions aren't just about support: they're about listening to our users. Your feedback is an essential part of our commitment to continuous improvement.  

UBI 2.0 Office Hours Meeting Link

UBI Finance 2.0 Resources

As our office hours get underway, we'll post slides, recordings, and other helpful materials here. 

Read more about UBI Finance 2.0:  Streamlining UBI: A Better, Cleaner Reporting Experience

UVA Finance Terms