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Chart of Accounts Panorama

Last Updated: April 10, 2023 11:20:03 AM PDT
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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
alt-fund-hierarchy_d.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

fund-hierarchy_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
alt-fund-hierarchy_d.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

managerial_rv2.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
FinU_p.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

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
account_p.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

account_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
account_p.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

Function

Business Scenarios

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  •  

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

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 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

Business Scenarios

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  •  

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

Business Scenarios

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  •  

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

Business Scenarios

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  •  

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

Business Scenarios

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  •  

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

Find answers, request services, or get help from our team at the UC San Diego Services & Support portal.