Appropriated Budget Dashboard
Important Notes:
Provides summary and detailed views of budget balances by budget type and comparisons of budgeted amounts to actual expenditures for University leadership and department use.
This dashboard supports financial oversight, planning, and informed decision-making.
Data is stored in the data warehouse and updates every 24hrs.
Step 1: Locate and Launch the Dashboard
Access the Appropriated Budget Dashboard (in Boise State Reporting Budget & Finance)
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.
Step 2: Select Desired Dashboard Summary Tab
Select the summary tab you want to view.
The University Summary is designed to offer high-level budget balance for leadership and is focused on budget data at the university level. This tab will default to the Carryforward budget type. Update the Budget Type search parameter to display different budget types such as Adjustments and Transfers.
The College Summary is designed to offer high-level budget balance for leadership and is focused on budget data and the college level. Update the Parent Department and any other search parameters to display necessary budget information.
The Budget Remaining Summary is designed to support departmental users/business managers by providing detailed budget data. Update search parameters to display different budget data.
The Actuals Summary is also designed to support departmental users/business managers by providing detailed actuals data. Update search parameters to display different actuals data.
The summary dashboard will remember your selections when you return to the dashboard in the future.
Step 3: Update Parameters, Filters and Drill into Data as needed
Each summary tabs has unique search parameters located in the left hand panel. Update search parameters based on your output needs.
Some panels within the data output will display a filter icon, this indicates you can drill into related data in that section. Drill into data by selecting an amount, account groups, or other available criteria within the section you’re in.
To clear filter selections or undo an action, select the person icon in the upper right corner, select Apply State, and then select Original State. You can also select the undo arrow in the top right menu, or utilize Ctrl+Z on your keyboard.
Step 4: Review Data and Export Information (if needed)
Through this dashboard, you can export specific sections of data or the entire dashboard.
To export a singular section, right click on the section, select Export > File.
A pop-up window will appear where you can designate your export format type.
Options include: PowerPoint, Image, PDF, Data (csv) or Excel. Select your format type and select Save to initiate the export.
To export the entire dashboard, select the Export icon in the upper right corner and select File.
A pop-up window will appear where you can designate your export format type.
Options include: PowerPoint, Image, PDF, Data (csv) or Excel. Select your format type and select Save to initiate the export.
Considerations when reviewing dashboard output:
Local budget transfers will now be available in the data for all budget type (ie one time, permanent).
Budget data for FY25 and after will pull directly from Axiom. Budget data prior to FY25 is pulled from the Bronco Hub budget ledger.
Academic Areas: when looking at original budgets for fringe (account code 42000) add Budget Types of ORG + ADP to display the original Bronco Hub (OFC) budget.
The Project segment field is now available and can be used as a dashboard filter.
End of Process
Need help with the steps above?
For support with running this report (e.g. you received an error message) submit a Help Desk Self-Service ticket. Visit Reporting at Boise State for more information about university reporting.
If you have suggestions to improve this job aid, submit an OCI Service Request ticket.