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General Ledger Panorama

Last Updated: April 10, 2023 11:23:55 AM PDT
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Find out about business scenarios, data selection, report view options, and data definitions for General Ledger Panorama available under Budget & Finance in the Business Analytics Hub (bah.ucsd.edu).

The General Ledger Panorama contains reports that pull from the General Ledger transaction tables. Designed to give you visibility into general ledger accounts, balances, transactions and activity.

General Ledger Transaction Details

Business Scenarios:

  • General Ledger Balances may be used to view your balances for a single to multiple Accounting Period for a given FinU or Fund or Account etc

  • What is the balance on an Account or FinU or Project including all transactions that hit the GL and all other subledgers

  • General Ledger Transaction Detail is a single space where users can view transactions that hit all ledgers: the General Ledger and each Subledger (PPM, Payables, Receivables, Cash Mgmt.)

  • What are the transactions that hit subledger for my Fin Unit or for my Project?

  • What are the transactions that hit GL directly?

  • If something hit the General Ledger, where did this come from?

Data Selection and View Options

  • Use these parameters to filter for the data you want to view
  • These filters can be used in combination or individually to produce desired results

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Report Views

Results display in 2 tables:

  1. General Ledger Balances table is displayed with 15 columns representing Beginning balance, Period Net Activity, Ending Balance with all chart of string segment values

    Refer to the Data Glossary under Get Started on the main BI & Financial Reporting Blink menu for searchable data descriptions and usage rules

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2. General Ledger Detail Transactions table displays results with 22 columns

Refer to the Data Glossary under Get Started on the main BI & Financial Reporting Blink menu for searchable data descriptions and usage rules

 

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Journal Approval

Business Scenarios

  • To find the Journal Status
  • Where the Journal is routed to and who will be approving

Data Selection and View Options

  • Use these parameters to filter for the data you want to view
  • These filters can be used in combination or individually to produce desired results


journal-approval_p.png

Report Views

  • Results display in a default table with the ability to export the result set into a file
  • Refer to the Data Glossary under Get Started on the main BI & Financial Reporting Blink menu for searchable data descriptions and usage rules


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