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Important Notes:
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This report is not available daily from 12:35 AM to 7:30 AM for data refresh. |
Step 1: Locate and Launch the
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Dashboard
Access Boise State Reporting Budget & Finance and locate the Budget vs Actual Dashboard, Appropriated and Local Summary report.
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If you need to request report access, submit an Access Request Form. When submitting the access request, include the name of the report and any other details that might be needed. |
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Step 2: Enter Report Parameters
Confirm the report tab you are on is Local Only Fund Balance Summary.
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Month | Period | Month | Period | Month | Period |
July | 1 | November | 5 | March | 9 |
August | 2 | December | 6 | April | 10 |
September | 3 | January | 7 | May | 11 |
October | 4 | February | 8 | June | 12 |
Step 3: Review Fund Balance
The results from your search will populate below the search fields.
To view a different fund, update the fund type by entering a value in the Fund field and selecting Apply.
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Step 4: Drill to Transaction Details
To review transaction details, select a hyperlinked amount displaying in the report output table then select Drill to _____ Detail.
Step 5: View Negative Fund Balance
To review a report output that includes only negative fund balances, select the checkbox located next to Negative Fund Balance then select Apply.
Step 6: (optional) Export Results and Save Search Parameters
After running a dashboard report, you may export the output by navigating to the Settings (gear) icon in the upper right-hand corner of the dashboard, selecting Export to Excel and Export Current Page.
Search Parameters may be saved by entering search values, clicking the Settings icon the upper right-hand corner. Click Save Current Customization, enter a Name for the search and click OK.
End of Process
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Need help with the steps above?
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