How to Search for a Customer


This document serves as a general guide for searching customers in Oracle

Critical Concepts

Steps to Take

1. Open the Business Analytics Hub

2. Select the Budget & Finance tab


3. Select the Central Office Panoramas tab > FinOps Analytical Dashboard > click on Launch

4. The UCSD-DSH FinOps Analytical Dashboard opens to the List of Reports tab > select Customer General Information


5. Enter search values for Customer Name, Customer Registry ID, or Account Number and click Apply to generate specified search

6. Account details will be populated in the Panorama


Customer General Information:


Customer Address Information:


Customer Contact Information:

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