Trending Year-End Balances by College / Unit Group



This dashboard provides a summary version of the Provost View in the Trending Year-End Balances dashboard.

Balance Type

  • This dashboard provides the Provost View (otherwise known as the Year-End Operational Balance view)w - see Definitions for more detail

More Information and Links Within the Dashboard

  • Additional detail is available by hovering over the data points.
  • Links to related reports are available by clicking the menu (three lines) icon at the top right of the dashboard.

Default Fund Group Selections

  • This dashboard defaults to selecting the Fund Groups of State, Designated, Designated - IDC, and Auxiliary, consistent with balance reports provided by the Provost's Office.


Year-End Operational Balance (otherwise known as "Cash Balance" or often simply "Year-End Balance") reflects the operational inflows and outflows. This is technically the figure reported on Object Code 8100 in the institutional financial system and is also known as the "Provost View" due to it previously being used by the Provost for reviewing college balances.

Year-End Fund Balance (otherwise known as "Ending Fund Balance") reflects total actual Inflows minus total actual Outflows.

Inflows are the sum of the Fiscal Year's Beginning Fund Balance (or Carryforward), inclusive of Assets and Liabilities, plus total Revenues and Income

Outflows are the sum of total expenses, not including Encumbrances

Encumbrances can be thought of as an amount of money officially reserved to pay personnel, institutions, or other entities

Year-End (otherwise known as Ending) amounts (e.g., Year-End Balances or Ending Balances) is a term used for indicating that amounts reflect the end of the Fiscal Year (June 30 of each year).

Fund Groups (otherwise known as Fund Types or simply "Funds") can be explored in Financial Services' guide on Account Types-Fund Descriptions.

For division-specific information, go to ALVSCE Business Services


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.