Chart of Accounts Panorama
Find out about business scenarios, data selection, report view options, and data definitions for Chart of Accounts Panorama available under Budget & Finance in the Business Analytics Hub (bah.ucsd.edu).
Hierarchies help define structure, and provide for standard and consistent financial reporting to our various stakeholders about UC San Diego’s financial performance and financial position over a specified period of time. The Chart of Accounts Panorama is designed to help you explore the UCSD Chart of Accounts and hierarchies.
COA Information
Business Scenarios
- What chart strings have been used for my Financial Unit?
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
Report Views
- Results display in a table of 14 columns
- Refer to the Data Glossary under Get Started on the main BI & Financial Reporting Blink menu for searchable data descriptions and usage rules
Entity
Business Scenarios
- The Managerial Reporting Account Hierarchy categorizes Accounts into Account groupings used in many UC San Diego internal financial management reports
- The Managerial Reporting Account Hierarchy is an essential component for reporting financial performance as it groups accounts into Resources, Expenses, Net Surplus/Deficit, and Total Balance which facilitates financial planning, analysis, benchmarking and decision making
- The Managerial Reporting Account Hierarchy reports the hierarchy structure for each Account and which Accounts are included at each level of the hierarchy
Data Selection and View Options
There are no parameters on this dashboard page
Report Views
- Results display in a table of 8 columns representing the entity categories in hierarchical order from left to right
- Refer to the Data Glossary under Get Started on the main BI & Financial Reporting Blink menu for searchable data descriptions and usage rules
Standard Fund Hierarchy
Business Scenarios
Data Selection and View Options
- The report is designed to show the full hierarchy
- To further refine the results use the available parameters to search the Fund
Report Views
- The results display in a table of 10 Columns representing the fund categories in hierarchical order from left to right
- Refer to the Data Glossary under Get Started on the main BI & Financial Reporting Blink menu for searchable data descriptions and usage rules
Managerial Reporting Fund Hierarchy
Business Scenarios
-
The Managerial Reporting Fund Hierarchy categorizes funds in fund groupings used in many UC San Diego internal financial management reports
- The Managerial Reporting Fund Hierarchy is an essential component for campus resource allocations, such as the Core funded portion of the campus budget
- The Managerial Reporting Fund Hierarchy reports the hierarchy structure for each fund and which funds are included at each level of the hierarchy
Data Selection and View Options
- The report is designed to show the full hierarchy
- To further refine the results use the available parameters to search the Fund
Report Views
- Results display in a table with a single section of 12 columns representing the fund categories in hierarchical order from left to right
- Refer to the Data Glossary under Get Started on the main BI & Financial Reporting Blink menu for searchable data descriptions and usage rules
FinU (Financial Unit)
Business Scenarios
Data Selection and View Options
- The report is designed to show the full hierarchy
- To further refine the results use the available parameters to search the FinU
Report Views
- Results display in a table with a single section of 10 columns representing the FinU categories in hierarchical order from left to right
- Refer to the Data Glossary under Get Started on the main BI & Financial Reporting Blink menu for searchable data descriptions and usage rules
Standard Account Hierarchy
Business Scenarios
Data Selection and View Options
- The report is designed to show the full hierarchy
- To further refine the results use the available parameters to search the Account
Report Views
- Results display in a table with a single section of 14 columns representing the Account categories in hierarchical order from left to right
- Refer to the Data Glossary under Get Started on the main BI & Financial Reporting Blink menu for searchable data descriptions and usage rules
Managerial Reporting Account Hierarchy
Business Scenarios
-
The Managerial Reporting Account Hierarchy categorizes accounts into account groupings used in many UC San Diego internal financial management reports.
- The Managerial Reporting Account Hierarchy is an essential component for reporting financial performance as it groups accounts into Resources, Expenses, Net Surplus/Deficit, and Total Balance which facilitates financial planning, analysis, benchmarking and decision making.
- The Managerial Reporting Account Hierarchy reports the hierarchy structure for each account and which accounts are included at each level of the hierarchy
Data Selection and View Options
- The report is designed to show the full hierarchy
- To further refine the results use the available parameters to search the Account hierarchy
Report Views
- Results display in a table with a single section of 10 columns representing the Account categories in hierarchical order from left to right
- Refer to the Data Glossary under Get Started on the main BI & Financial Reporting Blink menu for searchable data descriptions and usage rules
Function
Data Selection and View Options
- The report is designed to show the full hierarchy
- To further refine the results use the available parameters to search the Function
Report Views
- Results display in a table with a single section of 4 columns representing the Function categories in hierarchical order from left to right
- Refer to the Data Glossary under Get Started on the main BI & Financial Reporting Blink menu for searchable data descriptions and usage rules
Program
Data Selection and View Options
- The report is designed to show the full hierarchy
- To further refine the results use the available parameters to search the Program
Report Views
- Results display in a table with a single section of 4 columns representing the Program categories in hierarchical order from left to right
- Refer to the Data Glossary under Get Started on the main BI & Financial Reporting Blink menu for searchable data descriptions and usage rules
Location
Data Selection and View Options
- The report is designed to show the full hierarchy
- To further refine the results use the available parameters to search the Location
Report Views
- Results display in a table with a single section of 4 columns representing the Location categories in hierarchical order from left to right
- Refer to the Data Glossary under Get Started on the main BI & Financial Reporting Blink menu for searchable data descriptions and usage rules
Project
Data Selection and View Options
- The report is designed to show the full hierarchy
- To further refine the results use the available parameters to search the Project
Report Views
- Results display in a table with a single section of 4 columns representing the Project categories in hierarchical order from left to right
- Refer to the Data Glossary under Get Started on the main BI & Financial Reporting Blink menu for searchable data descriptions and usage rules
Activity
Data Selection and View Options
- The report is designed to show the full hierarchy
- To further refine the results use the available parameters to search the Activity
Report Views
- Results display in a table with a single section of 4 columns representing the Activity categories in hierarchical order from left to right
- Refer to the Data Glossary under Get Started on the main BI & Financial Reporting Blink menu for searchable data descriptions and usage rules
Interentity
Data Selection and View Options
- There are no parameters on this page
Report Views
- Results display in a table with a single section of 4 columns representing the Interentity categories in hierarchical order from left to right
- Refer to the Data Glossary under Get Started on the main BI & Financial Reporting Blink menu for searchable data descriptions and usage rules
VSE Category
Business Scenarios
VSE Category is the broadest classification of a gift fund purpose. This would typically be used for broad searches such as “Student Financial Aid” to the organization or a specific Financial Unit. The coding is driven by rules from the Council for Advancement and Support of Education (CASE) and is used internally by Advancement to complete the annual Voluntary Support of Education (VSE) Survey and other UCOP surveys. This annual survey collects data on philanthropic support within higher education institutions in the United States.
Data Selection and View Options
The report is designed to show the full hierarchy. To further refine the results, use the available parameters.
Report Views
Results display in a table with a single section of 4 columns representing the VSE categories in hierarchical order from left to right.
VSE Subcategory
Business Scenarios
VSE Subcategory has two levels that further define a broad gift fund purpose. Specific fund purpose information can be found in STAR. This would typically be used for searches such as all “Department Support” or all “Endowed Chairs” across the organization or a specific Financial Unit. These categories are defined by the Council for Advancement and Support of Education (CASE), UCOP, and UC San Diego.
Data Selection and View Options
The report is designed to show the full hierarchy. To further refine the results, use the available parameters.
Report Views
Results display in a table with a single section of 6 columns representing the VSE categories in hierarchical order from left to right.
