Provides summary and detailed views of appropriated budget balances and comparisons of budgeted amounts vs appropriated actual expenditures. Includes transaction level details.

Provides summary and detailed views of actual expenditures from a selected fiscal year compared to the prior year (YAGO). Includes transaction level details for the selected fiscal year.

Provides Local Variance (Budget - Actuals - Encumbrances). Includes transaction level details.

Provides Local Fund Balance, summary and detailed views of actual expenditures from a selected fiscal year compared to the prior year (YAGO). Includes transaction level details for the selected fiscal year.

Provides transaction-level details for both budget and actuals.

Provides financial summaries at the college or division level and breakdowns of high-level university data at the department or cost center level.

Provides high-level overview of university and department roll-up reporting data points by budget types across fiscal years.

The account is a 6-character segment indicating transaction activity or revenue or expense type. Note: Visit the All Segment Values resource for a list of active segments and their descriptions.

The account group is a label indicating categories of similar revenue or expense accounts grouped at a summarized level by similar type and purpose.

The academic alternatively funded programs filters allows you to include or exclude programs that are in the self-support or online program fee models (refer to Policy 6320).

The balance type filter allows you to filter by Actuals vs. Encumbrance. Note: The dashboard transaction level details includes encumbrance and budget; actuals totals only include actuals.

The budget type allows filtering by different budget categories (original (ORG), carryforward (CFD), budget one-time transfer (OTT), budget permanent transfer (PTT), budget adjustment one-time (ADO), and budget adjustment permanent (ADP).

The cost center is a 7-character segment that is a subset of department activity used to group revenues and expenses and represents a subset of department activity.

The department is a 5-character segment indicating the unit spending funds, used for organizational high level budgeting, staffing and program management.

The fiscal period is a number 1 - 12 representing the month (July = 1, August = 2, etc.)

The fiscal year aligns with the university business year and runs from July 1st to June 30th.

The fund is a 4-character segment indicating the source of funds.

The parent department is a higher-level organizational unit used for reporting. You can select a specific parent department to view data for all departments that roll up to that “parent node”. Note: Visit the Hierarchies for Reporting resource for a list of reporting nodes and department roll ups.

The project is a 10-character segment used to accumulate financial and budget transactions for sponsored projects for sponsored project transactions.

The supplemental is a 10-character segment optional segment departments may use to refine identification of transactions or departmental activity. If your department does not use Supplemental values, the segment will be 10 zeros.