Trending Balances

Information

Purpose

This dashboard provides financial balances over time for units in ALVSCE using different views and methods for calculating balances.  These reports are designed for high-level planning and budgeting conversations.

Three Views (Balance Types)

  • Provost View shows cash balances.
  • All Funds View shows fund balances.
  • Income vs Expense shows balances for new inflows and outflows for a fiscal year.

More Information and Links Within the Dashboard

  • 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

For more information about fund types, see Account Types-Fund Descriptions.

For division-specific information, go to ALVSCE Business Services.

 

Data Source Information

Links to UAccess Analytics reports and how to filter them in order to see the balances in these reports in the system of record are provided below. For all three views, you will need to filter to Period Number 13 and the appropriate Fiscal Years and Organization Codes.  Provisioning for the financial subject area, BI_FS_MED, is needed to view the UAccess reports.

Filter Information

 

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.

Note: For the PDF or PP downloads, choosing the option of "This View" will download the entire dashboard, including filter buttons. To just download the graph, click on "Specific sheets from this dashboard" and then choose the graph that is currently showing. Make sure the graph on the dashboard matches the sheet name you've chosen to download. You may need to adjust the scaling for the graph to print on one page.

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.