Trending Balances

Information

Purpose

This dashboard provides financial balances over time for units in ALVSCE in using different views, methods of calculating balances.

Three Views (Balance Types)

  • Provost View shows balances using Object Code 8100, technically known as "Cash Balances."
  • All Funds View shows balances, using Object Code 9900, technically known as "Fund Balances," consistent with the university's All Funds (e.g., balances in the Axiom system) and ALVSCE's Quarterly Available Funds processes.
  • Income vs Expense shows balances for new inflows, which does not include carryforward, and expenses.

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 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.

 

 


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.