Common Prompts in Financial Dashboards

Common Prompts in Financial Dashboards

These fields are found in the prompts on several dashboards in the Financial subject areas including:

  • General Ledger Reporting
  • Financial Management Reporting
  • Multi-Year Reporting
  • Foundation Reporting
  • Funds Deficit Reporting
Field Description
Fiscal Yr Defaults to current fiscal year
Accounting Period Defaults to current period. In some dashboards, Accounting Period is for a single month; in others, it is cumulative up to the month selected
Business Unit Default is 1 - UC Berkeley. The other choice is J - UC Office of the President
Account Tree

The account codes are the same across trees, but the rollup to higher levels, such as Account Category, may differ between trees.

  • Default is BFS_Account, which uses Accounting signage, which is debits and credits. For example, revenue is negative and expense is positive.
  • CGA_ACCOUNT (Contracts and Grants Administration) tree has more detail of staff salary accounts and non-compensation expenses. Also helpful when you need to track direct vs. indirect costs at the account category level. The signage shows revenues as positive and expenses as negative.
  • CalPlanning_ACCOUNT aligns with account structure in CalPlanning, which shows revenues as positive and expenses as negative.
Account

You can filter by account group, account category, account subcategory or the specific account line item. The prompts go from general to specific. For example, if you select Non Compensation Expenses as the account group, only non compensation expenses show up in the account category.
Fund You can select high level Fund Type or Fund Group and you can select a specific Fund. There is a checkbox to Exclude Inactive Funds. The next chapter, Selecting Prompts, describes how to quickly filter when you want to find a specific fund.
Org Select Org Level 3 (Division) to limit the number of rows returned. Additional prompts below this allow you to be more specific, all the way down to Dept ID. When you select an Org Level 3, the list in Org Level 4 is filtered to include only those Departments that are in the selected Division.
Program Has code and description; use Search functionality to find the code you want.
Chartfield1 Has code and description; use Search functionality to find the code you want.
Chartfield2 Has code and description; use Search functionality to find the code you want.