New Reports & Enhancements

Reports

  • The Business Officer Performance Management Dashboard provides a collection of reports designed to give a business officer indications of performance and the ability to proactively manage finances based on trends and a variety of performance indicators. With an enterprise to individual approach, pages within this dashboard can be run at a high level summary view across the enterprise, while also allowing the ability to drill all the way to line item information.
  • The Investment Funds Spending & Market Value Dashboard provides endowment and related spending project information to the broader finance community. This dashboard will provide users the ability to view endowment and spending project information; drill to journal level detailed information; budget for scholarship spending in an effort to reduce financial aid impact to unrestricted funds; and see details related to restricted fund utilization. This dashboard contains data from Compass and Fund driver to give users a more complete picture of endowment funds in one source.Project Team Reference: The Project Team Reference Dashboard provides a report of team members, their roles, and their committed effort for Sponsored projects.
More detailed information can be found on the reporting page.

Enhancements

To request an enhancement to an existing report, please contact the EBI Team via the Finance Support Center.