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)
    • EWUSummary – 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
  • 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?”

Specialty

Financial Key Performance Indicators (KPI) Dashboards

Other

Legacy Reports