Access
Access to data contained in these reports is aligned with your reporting security (accounts/programs/projects) as defined in the PeopleSoft Financial system. If you do not currently have PeopleSoft access but would like reporting access, please open a service desk ticket and include the accounts, programs or projects requested as well as the approval from the Dean or Budget Manager in that area. Completion of Panther Analytics Training is not required for Finance reports but is highly recommended.
Accounts Payable
The Accounts Payable Storyboard provides the ability to look up paid/unpaid statuses for invoices by department, vendor, and invoice number. Drilldown on paid vouchers for payment references.
Budget
The reports contained in the Budget Storyboard include budget summary/details for pre-encumbrances, encumbrances, commitment control (KK) actuals and spending availability as well as trended budget data and budget comparison reports. Please note that some reports may use ‘KK Actuals’ and others may use ‘Actuals’ which represent the General Ledger Actuals.
Finance
The reports contained in the Finance Storyboard include Chartfield Lists, Workflow Routing, Actuals Summarized by Fund and Trended Actuals. All Actuals are General Ledger (GL) Actuals which are used for Financial Reporting.
Location & Attributes Reports
The Location and Attribute Storyboard includes program and project data with location attributes and other reporting attributes. You will need access to the appropriate programs and projects in order to view the data.
Student Financials
The Student Financials story board displays student financial detail data by date ranges. Access is restricted. Please open a service desk ticket and include the approval from the Dean or Budget Manager. Completion of FERPA is also required.