Current Year Fund Trends

Information

Purpose

This dashboard provides financial balances for the current year, up to the selected Fiscal Month/Period, consistent with the ALVSCE Quarterly Available Funds process.

Monthly Updates to Data

The previous month's financial information is added on the first Saturday after the 7th of every month.

More Information

  • Additional detail is available by hovering over the data points.
  • For more information on types of accounts included in the report, see  Account Types - Fund Descriptions

Default Fund Group Filters

  • The filter for Fund Group defaults to selecting State, Designated, Designated - IDC, and Auxiliary, consistent with balance reports provided by the Provost's Office.

Definitions

  • The dark teal circle is the current ending balance (beginning fund balance + new income - expenses) for the selected fund groups.
  • The light teal circle is the projected ending balance for the year and includes system-generated encumbrances for the remainder of the fiscal year (beginning fund balance + new income - expenses - encumbrances).
  • The grey shading shows the the encumbrances, which is the difference between the current and projected ending balance.
  • The grey line is the prior year's final balance at June 30.  Hover over the bar to see the value.
  • KFS Fund: The fund grouping used in UAccess Financials(KFS)
  • AP Fund: The grouping of funds and sub-funds specific to  ALVSCE Available Funds reporting.
 


Note: A dialog box will appear in the center of the dashboard to confirm the Download; you may need to scroll back up to the dashboard to click Download.

More Information

  1. Scroll to the report section
  2. Click the Sign in to TABOR BI button in the middle of the report section
  3. When/if prompted, select The University of Arizona as the institution, check to "Remember my choice," and click the Select button
  4. Sign-in using your usual NetID credentials
  5. If you do not have permissions to view the data but would like to request it, please send a ticket to the Planning, Consulting, and Data Solutions Team

This dashboard is for you, so your feedback to make it better is always welcomed and appreciated.  Please feel free to reach out to the Planning, Consulting, and Data Solutions Team.