STAR Dashboard
STAR Dashboard (Stewardship, Transparency, Accountability, Reporting)
The STAR Dashboard is a Cognos-powered tool that provides UC San Diego staff with secure, self-service access to gift fund data.
Key Capabilities:
- Track endowed and current-use gift funds.
- View balances
- Access gift fund documentation.
Access Requirements: To use STAR, you must have an appropriate AD role and authorization via AccessLink.
Login Instructions
- Check your eligibility. Access is available to:
- Business Officers
- Principal Investigators
- Advancement
- FinancialLink users
- Verify your access. Your access is managed by your DSA through the 'Facility' tab in AccessLink. Depending on your role, you need one of the following:
- Advancement staff: Roles_ExtAff_Gift_Fund_Reporting
- Non-Advancement staff: Roles_FinancialLink
- Authorized affiliates: Roles_ExtAff_Restricted
- Log into the STAR Dashboard. Use your AD network credentials to sign in. You will be directed to the STAR Fund Search page.
Troubleshooting
If your DSA granted you the appropriate role, but still cannot log in, submit a case to Access and Identity Management. Include your specific AD role and account for STAR Dashboard access.
Training and Resources
Access training courses, recorded sessions, and reference guides to help you navigate the STAR Dashboard.
Comprehensive Learning
- Gift Fund Dashboard eCourse (via UC Learning)
- Fund manager training video (recorded Jan 20, 2022)
Reference Guides
Frequently Asked Questions
Find quick answers to common questions regarding the STAR Dashboard.
- Navigation and search
- Reports and printing
- Fund data and documentation
Navigation and Search
How do I start a new search?
Click the New Search button in the right blue sidebar.
How do I find all funds for my area?
Click Advanced Search Options, select your criteria, and click Filter at the bottom of the page.
Why do I get an error when using my browser's back button?
To avoid timeout issues, use the internal Back icon located at the top left of the page instead of your browser's back button.
Reports and Printing
What is the best way to print reports?
Click the Run icon (top left) and select Run PDF. This ensures the formatting remains correct.
How do I export fund data to Excel?
In the right blue sidebar, click Run Comprehensive Fund Detail under "Additional Info."
How do I find balances for a specific month?
Use the month drop-down in the right blue sidebar.
Tip: If data is missing, check the "Most Recent Data Available" and select the available month.
Fund Data and Documentation
Where are gift documents located?
Once you select a fund, documents are listed under Documents in the bottom right of the blue sidebar (currently available for endowed funds only).
If you encounter an error accessing the document in OnBase, contact its-advsnow@ucsd.edu for support.
When are gifts reflected in the balance?
Gifts appear in the balance the month following the date they were received.
Are commitments included in the Campus Expendable?
No, this represents the cash balance of the fund.
What is the "Estimated Annual Payout"?
This is a calculation of the fiscal year-to-date payout plus the most recent monthly payout multiplied by the remaining months in the year. You must select a closed month from the drop-down for this to calculate correctly.
Why are there two different fund numbers for endowments?
Endowments are split into a Principal fund and an Expendable fund. They share the same last four digits to keep them linked. Visit frequently asked questions for Gift and Foundation Accounting to learn more about what the letters mean in a fund number.