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Chart of Accounts Panorama

Last Updated: December 5, 2023 2:48:34 PM PST
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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

    COA-Info_p.png

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

COA-Info_rv.png

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

alt-account-hierarchy_d.png

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

managerial1_rv.png

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
coa-standard-fund-prompt.png

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

coa-standard-fund-rv.png

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
coa-managerial-fund-prompt.png

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

coa-managerial-fund-rv.png

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
coa-finu-prompt.png

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

coa-finu-rv.png

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
coa-standard-prompt.png

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

coa-standard-rv.png

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
coa-managerial-acc-prompt.png

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

coa-managerial-acc-rv.png

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
function_p.png

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
  • function_rv.png

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
program_p.png

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

 program_rv.png

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
location_p.png

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

 location_rv.png

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
project_p.png

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

 project_rv.png

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
activity_p.png

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

 activity_rv.png

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

 interentity_rv.png

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.

 coa-vsecat-prompt.png

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.

coa-vsecat-rv.png

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.

 coa-vsesubcab-prompt.png

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.

coa-vsesubcat-rv.png

Release Notes

Date Release Notes & Communications
7/11/2023 Budget & Finance Weekly Digest

Like the Gift Funds Panorama, the Chart of Accounts Panorama has also been enhanced to include the entire hierarchies for VSE Category and VSE Subcategory so that you can review how all gift funds are categorized.
Find answers, request services, or get help from our team at the UC San Diego Services & Support portal.