Finance

Financial Services office have provided several operational reports/dashboards for the campus users responsible to monitor their department’s budget and financial activities.

The dashboards below have several filter options to focus to a specific fiscal year, organization, account, fund, index code, and others.

What is needed to run Finance/HR/Payroll/Grants/AR reports?

Users responsible to monitor their department’s budget, financial, and grants activities would need Banner Finance Access, Reporting database access, Oracle username and password, and Tableau access (see FAQs for more details).

Dashboards

Please go here to explore more content on Tableau.

General Financial Reporting

• Budget Status by College/Unit/Department by Index Code (FGRDASR & FGRBDST)
  • Summary – By Department by Index Code
  • Details – Detailed level budget information by Department with Index code
  • Budget Status by Fiscal Period Ranges (Summary or Details) – Detailed and summary budget level information based on fiscal period range.
    
    
• Rolled up level Permanent Budgets by Index code by Account
  • Comprehensive Budget Level Report (CBL) – Original Planned and Adjusted Permanent Budgets

• YTD Actual by College/Unit by Department
  • Summary: YTD Actual or Detail: YTD Actual – Shows YTD and Net YTD by college/unit by department for selected Fiscal Year and Fiscal Period
  • YTD Actual comparison by Division/Unit/Department – Multi-Year YTD Actual with prior year comparisons

• YTD actual Year Over Year Trends
  • Multi-Year YTD view by Account Code
    • (Multi-Year) Resources and Expense by Account Code
    • (Multi-Year) Top to bottom YTD Expense, Revenue, and Net Analysis

• Transaction History (FGRODTA) – Need to research a particular transaction? Need to know expense detail such as: “How much did we spend in travel, supplies and payroll last year?”; “How many conferences did we attend?”
  • Enhanced! Transaction History
  • Transaction History (with Payroll Info)– Note: additional access needed to HR (Payroll)

Specialty

• Budget Reporting
• Payroll Reporting
• General Accounting
• Grants Reporting
• Inventory Listing By Organization
• Purchasing
  • Year End Purchase Order
  • Standing/Blanket Purchase Order
• Student Fees
  • University Fees – Provides information about course fees, tuition cost, mandatory fees, and others.
  • Course Offering with Course Fee Amounts

Financial Key Performance Indicators (KPI) Dashboards

• Fiscal Health Dashboards – Executive level summary of EWU financial health based on financial statements.

Other

• Chart of Accounts – Index Codes

Legacy Reports

• Department Account Status Report