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UAFR - Financial Summary Trends Scenarios
Financial Summary Trends Scenarios
Scenario 1: View all data for your department for a particular fiscal year
- From the Financial Summary tab, make selections in each filter category that correspond with your unit:
- Chart: Select your Chart
- College: Skip this filter
- School: Skip this filter
- Department: Uncheck All, then check the box for your Department
- NOTE: Since filters are relational, when you uncheck All here, the higher-level filters will change accordingly (such as Chart, College, School). Once you check your selection here, those filters will re-populate with the corresponding values from your selections in the previous steps.
- Sub-Org: Leave default All selected
- CFOP: Leave default All selected
- Type of Funds: Leave default All selected
- Fund Type: Leave default All selected
- PI: Leave default All selected
- Grant: Leave default All selected
- Fiscal Year: Select the desired Fiscal Year
- Fiscal Period: Leave default All selected
NOTE: Remember that there will be load time after each filter selection is made. Allow the tool time to load your results into the report tab before selecting another filter.
- Once the report has loaded, review the information on the Financial Summary tab.
NOTE: It may be necessary to use the interior vertical scroll bar or the horizontal scroll bar in the viewing window to view all the information presented. - When finished with the Financial Summary tab, click on each additional report tab to review the information there.
NOTE: All filters you select will carry over to each tab except the Graphs tabs (which has additional selectors for fiscal year and fiscal period, allowing you to compare data across years). Be sure to give the tabs adequate time to load, and use the interior vertical scroll bar or the horizontal scroll bar in the viewing window to view all the information presented. - To clear the filters you selected and start another search, click the Revert icon on the Toolbar.
Scenario 2: View data for the first six months of a particular fiscal year for your department
- On the Filter Menu, make selections in each filter category that correspond with your unit:
- Chart: Select your Chart
- College: Skip this filter
- School: Skip this filter
- Department: Uncheck All, then check then check the box for your Department
- NOTE: Since filters are relational, when you uncheck All here, the higher-level filters will change accordingly (such as Chart, College, School). Once you check your selection here, those filters will re-populate with the corresponding values from your selections in the previous steps.
- Sub-Org: Leave default All selected
- CFOP: Leave default All selected
- Type of Funds: Leave default All selected
- Fund Type: Leave default All selected
- PI: Leave default All selected
- Grant: Leave default All selected
- Fiscal Year: Select the desired Fiscal Year
- Fiscal Period: Uncheck All, and check the boxes for the first six months of the Fiscal Year (July through December) and for GL/ENC – Keep Selected if it is available
NOTE: Remember that there will be load time after each filter selection is made. Allow the tool time to load your results into the report tab before selecting another filter.
- Once the report has loaded, review the information on the Financial Summary tab.
NOTE: It may be necessary to use the interior vertical scroll bar or the horizontal scroll bar in the viewing window to view all the information presented. - When finished with the Financial Summary tab, click on each additional report tab to review the information there.
NOTE: All filters you select will carry over to each tab except the Graphs (which has additional selectors for fiscal year and fiscal period, allowing you to compare data across years). Be sure to give the tabs adequate time to load, and use the interior vertical scroll bar or the horizontal scroll bar in the viewing window to view all the information presented. - To clear the filters you selected and start another search, click the Revert icon on the Toolbar.
Scenario 3: View all the activity for a specific month in a particular fiscal year for your College
- On the Filter Menu, make selections in each filter category that correspond with your unit:
- Chart: Select your Chart
- College: Select your College
- School: Leave default All selected
- Department: Leave default All selected
- Sub-Org: Leave default All selected
- CFOP: Leave default All selected
- Type of Funds: Leave default All selected
- Fund Type: Leave default All selected
- PI: Leave default All selected
- Grant: Leave default All selected
- Fiscal Year: Check the box for the desired Fiscal Year
- Fiscal Period: Uncheck All, and check the box for the desired month and for GL/ENC – Keep Selected if it is available
NOTE: Remember that there will be load time after each filter selection is made. Allow the tool time to load your results into the report tab before selecting another filter.
- Once the report has loaded, review the information on the Financial Summary tab.
NOTE: It may be necessary to use the interior vertical scroll bar or the horizontal scroll bar in the viewing window to view all the information presented. - When finished with the Financial Summary tab, click on each additional report tab to review the information there.
NOTE: All filters you select will carry over to each tab except the Graphs tabs (which has additional selectors for fiscal year and fiscal period, allowing you to compare data across years). Be sure to give the tabs adequate time to load, and use the interior vertical scroll bar or the horizontal scroll bar in the viewing window to view all the information presented.
- To clear the filters you selected and start another search, click the Revert icon on the Toolbar.
Scenario 4: View the overall financial position of your unit, college or department for particular fiscal year.
- From the Financial Summary tab, make selections in each filter category that correspond with your unit, or you can follow this example which uses the following parameters:
- Chart: Select your Chart
- College: Select your College
- School: School will automatically populate based on your College selection; do not change
- Department: Uncheck All, then check the box for your Department
- NOTE: Since filters are relational, when you uncheck All here, the higher-level filters change (Chart, College, and School). Once you check your selection here, those filters will re-populate with the corresponding values, which should match your selections in the previous steps.
- Sub-Org: Leave default All selected
- CFOP: Leave default All selected
- Type of Funds: Leave default All selected
- Fund Type: Leave default All selected
- PI: Leave default All selected
- Grant: Leave default All selected
- Fiscal Year: Select the desired Fiscal Year
- Fiscal Period: Leave default All selected
NOTE: Remember that there will be load time after each filter selection is made. Allow the tool time to load your results into the report tab before selecting another filter.
- Once the report has loaded, review the information on the Financial Summary tab.
NOTE: It may be necessary to use the vertical and horizontal scroll bars in the viewing window to see all the information presented. - When finished with the Financial Summary tab, click on each additional report tab to review the information there.
NOTE: All filters you select will carry over to each tab except the Graphs tabs (which has additional selectors for fiscal year and fiscal period, allowing you to compare data across years). Be sure to give the tabs adequate time to load, and use the interior vertical scroll bar or the horizontal scroll bar in the viewing window to view all the information presented. - To clear the filters you selected and start another search, click the Revert icon on the Toolbar.
Scenario 5: View the Prior Year Balance Forward and Current Year Gain/Loss for your College for a particular fiscal year
- From the Financial Summary tab, make selections in each filter category that correspond with your unit:
- Chart: Select your Chart
- College: Select your College
- School: Select your School
- Department: Leave default All selected
- Sub-Org: Leave default All selected
- CFOP: Leave default All selected
- Type of Funds: Leave default All selected
- Fund Type: Leave default All selected
- PI: Leave default All selected
- Grant: Leave default All selected
- Fiscal Year: Select the desired Fiscal Year
- Fiscal Period: Leave default All selected
NOTE: Remember that there will be load time after each filter selection is made. Allow the tool time to load your results into the report tab before selecting another filter.
- Once the report has loaded, click on the Account Type Details tab to review the information there. Prior Year Balance Forward displays in section A and Current Year Gain/Loss displays in section B.
NOTE: It may be necessary to use the vertical and horizontal scroll bars in the viewing window to see all the information presented. - To clear the filters you selected and start another search, click the Revert icon on the Toolbar.
Scenario 6: View the revenue/expense summary level totals by CFOP for a specific department in your college in a particular fiscal year
- From the Financial Summary tab, make selections in each filter category that correspond with your unit:
- Chart: Select your Chart
- College: Select your College
- School: Leave default All selected
- Department: Uncheck All, and check the box(es) for your Department
- Sub-Org: Leave default All selected
- CFOP: Leave default All selected
- Type of Funds: Leave default All selected
- Fund Type: Leave default All selected
- PI: Leave default All selected
- Grant: Leave default All selected
- Fiscal Year: Select the desired Fiscal Year
- Fiscal Period: Leave default All selected
NOTE: Remember that there will be load time after each filter selection is made. Allow the tool time to load your results into the report tab before selecting another filter.
- Once the report has loaded, click on the FOP Balances tab to review the information there.
NOTE: It may be necessary to use the vertical and horizontal scroll bars in the viewing window to see all the information presented. - To clear the filters you selected and start another search, click the Revert icon on the Toolbar.
Scenario 7: View transactions for a specific department in your college for a particular month and fiscal year.
- From the Financial Summary tab, make selections in each filter category that correspond with your unit:
- Chart: Select your Chart
- College: Select your College
- School: Leave default All selected
- Department: Uncheck All and check the box(es) for the desired Department
- Sub-Org: Leave default All selected
- CFOP: Leave default All selected
- Type of Funds: Leave default All selected
- Fund Type: Leave default All selected
- PI: Leave default All selected
- Grant: Leave default All selected
- Fiscal Year: Select the desired Fiscal Year
- Fiscal Period: Uncheck All and check the box for the desired month and for GL/ENC – Keep Selected if it is available
NOTE: Remember that there will be load time after each filter selection is made. Allow the tool time to load your results into the report tab before selecting another filter.
- Once the report has loaded, click on the Transactions tab to review the information there.
NOTE: It may be necessary to use the vertical and horizontal scroll bars in the viewing window to see all the information presented. - To clear the filters you selected and start another search, click the Revert icon on the Toolbar.
Scenario 8: View comparison graphs for your department’s budget for a specific month over the past three years.
- From the Financial Summary tab, make selections in each filter category that correspond with your unit:
- Chart: Select your Chart
- College: Select your College
- School: Select your School
- Department: Uncheck All and check the box(es) for your particular Department(s)
- Sub-Org: Leave default All selected
- CFOP: Leave default All selected
- Type of Funds: Leave default All selected
- Fund Type: Leave default All selected
- PI: Leave default All selected
- Grant: Leave default All selected
- Fiscal Year: Select a Fiscal Year
- Fiscal Period: Leave default All selected
NOTE: In order to generate any data, you must select an option in the Fiscal Year field here. You will be able to select different or multiple fiscal years and fiscal periods for comparison directly on the Graphs tab after the initial report is generated. Also, remember that there will be load time after each filter selection is made. Allow the tool time to load your results into the report tab before selecting another filter.
- Once the report has loaded, click on the Graphs - Budget tab and let the page load.
NOTE: The Graphs tabs automatically provides a five-year comparison for the current and past four fiscal years and automatically includes all fiscal periods. It may be necessary to use the vertical and horizontal scroll bars in the viewing window to see all the information presented. - To view one or more fiscal years on the Graphs - Budget tab, uncheck All under the Select Fiscal Year drop-down menu, then check the box(es) for the desired Fiscal Years.
- To view a specific fiscal period on the Graphs - Budget tab, uncheck All under the Select Fiscal Period drop-down menu, then check the box(es) for the desired Fiscal Period and for GL/ENC – Keep Selected if it is available.
NOTE: If you already made these selections on the Graphs – Expenditures tab, they will carry over to the Graphs – Budget tab. Allow the tool time to load your results into the report tab. When the results display, the first graph displays Budget by Type of Fund, the second displays Budget by Category, and the third provides Carry Forward. Data for each graph section is displayed below the graphs. - To clear the filters you selected and start another search, click the Revert icon on the Toolbar.
Scenario 9: View comparison graphs for my department’s expenditures for a specific month over the past two years.
- From the Financial Summary tab, make selections in each filter category that correspond with your unit:
- Chart: Select your Chart
- College: Select your College
- School: Select your School
- Department: Uncheck All and check the box(es) for your Department
- Sub-Org: Leave default All selected
- CFOP: Leave default All selected
- Type of Funds: Leave default All selected
- Fund Type: Leave default All selected
- PI: Leave default All selected
- Grant: Leave default All selected
- Fiscal Year: Select a Fiscal Year
- Fiscal Period: Leave default All selected
NOTE: In order to generate any data, you must select an option in the Fiscal Year field here. You will be able to select different or multiple fiscal years and fiscal periods for comparison directly on the Graphs tab after the initial report is generated. Also, remember that there will be load time after each filter selection is made. Allow the tool time to load your results into the report tab before selecting another filter.
- Once the report has loaded, click on the Graphs - Expenditures tab to review the information there.
NOTE: The Graphs tabs automatically provides a five-year comparison for the current and past four fiscal years and automatically includes all fiscal periods. It may be necessary to use the vertical and horizontal scroll bars in the viewing window to see all the information presented. - To view one or more fiscal years on the Graphs - Expenditures tab, uncheck All under the Select Fiscal Year drop-down menu, then check the box(es) for the desired Fiscal Years.
- To view a specific fiscal period on the Graphs - Expenditures tab, uncheck All under the Select Fiscal Period drop-down menu, then check the box(es) for the desired Fiscal Period and for GL/ENC – Keep Selected if it is available.
NOTE: If you have already made these selections on the Graphs – Budget tab, they will carry over to the Graphs – Expenditures tab. Allow the tool time to load your results into the report tab. When the results display, the first graph displays Budget vs Expense, the second displays Unencumbered by Type of Fund, and the third displays Expenditures by Category. Data for each graph section is displayed below the graphs. - To clear the filters you selected and start another search, click the Revert icon on the Toolbar.