Common Prompts in Financial Dashboards
These fields are found in the prompts on several dashboards in the Financial subject areas including:
- General Ledger Reporting
- Financial Management Reporting
- Multi-Year Reporting
- Foundation Reporting
- Funds Deficit Reporting
Field | Description |
---|---|
Fiscal Yr | Defaults to current fiscal year |
Accounting Period | Defaults to current period. In some dashboards, Accounting Period is for a single month; in others, it is cumulative up to the month selected |
Business Unit | Default is 1 - UC Berkeley. The other choice is J - UC Office of the President |
Account Tree |
The account codes are the same across trees, but the rollup to higher levels, such as Compensation Expense or Non-Compensation Expense, may differ between trees.
|
Account |
You can filter by account group, account category, account subcategory or the specific account line item. The prompts go from general to specific. For example, if you select Non Compensation Expenses as the account group, only non compensation expenses show up in the account category. |
Fund | You can select high level Fund Type or Fund Group and you can select a specific Fund. There is a checkbox to Exclude Inactive Funds. The next chapter, Selecting Prompts, describes how to quickly filter when you want to find a specific fund. |
Org | Select Org Level 3 (Division) to limit the number of rows returned. Additional prompts below this allow you to be more specific, all the way down to Dept ID. When you select an Org Level 3, the list in Org Level 4 is filtered to include only those Departments that are in the selected Division. |
Program | Has code and description; use Search(link is external) functionality to find the code you want. |
Chartfield1 | Has code and description; use Search(link is external) functionality to find the code you want. |
Chartfield2 | Has code and description; use Search(link is external) functionality to find the code you want. |