Financial Resource Management Dashboard
Find out about business scenarios, data selection, report view options, and data definitions for Financial Resource Management Dashboard and Planning and Budgeting Dashboard available under Budget & Finance in the Business Analytics Hub (bah.ucsd.edu).
This dashboard delivers a full suite of financial management reports intended to support campus business officers. They are designed to support internal financial management of the university finances, and as such use Managerial Reporting hierarchies.
| Report | Description |
|---|---|
| Available Fund Balance Trends |
This report displays resources available at various levels of the Financial Unit hierarchy across campus in a quarter-to-quarter and year-to-year format. |
| Days Fund Balance |
This report displays resources available and total expenses at various levels of the Financial Unit hierarchy across campus, with a red/green indicator to show if the unit is within the Days Range guidelines. |
| Financial Deficit Report - Operating Funds |
This report displays deficit balances by accounting period for all campus funds, except Contracts & Grants. |
| Financial Deficit Report - Sponsored Projects |
This report displays YTD deficit sponsored project budget balances for open and ended projects. |
| Fund Summary |
This report displays overall fund balances for all Financial Unit – Fund combinations in an operating unit. |
| Fund Balance Scorecard |
This report displays the resources available for the department portfolio and faculty portfolio at various levels of the Financial Unit hierarchy across campus. |
| GL Project Summary by Fin Unit |
This report displays financial unit balances, now named Resources Available, by project and fund. |
| Managerial Reporting Account Hierarchy |
This report categorizes Accounts into Account groupings used in many UC San Diego internal financial management reports. |
| Managerial Reporting Fund Hierarchy |
This report categorizes Funds in Fund groupings used in many UC San Diego internal financial management reports. |
| Net Operating Results and Fund Balance |
This report provides YTD overall net financial surplus or loss by major fund categories for an operating unit in a profit and loss statement format. |
Resources
- View the Report Index for more specific guidance on which report or dashboard to run based on your case.