My Revenue and Expense Dashboard Examples
Hierarchical Drills
You can drill down from higher levels (indicated in blue) to lower levels to expand the detail in your report.
| Department Levels | Division Example | College Example |
| Dept Lvl 1 | Administration & Finance | Academic Affairs (120000) |
| Dept Lvl 2 | AFD Finance (204300) | College of Science & Math (117500) |
| Dept Lvl 3 | Fiscal Services (125200) | Biological Sciences (115100) |
| Dept Lvl 4 | Student Financial Services (207000) | |
| Dept | Cashiering (125400) |
| Account Levels | Example 1 | Example 2 |
| Acct Type | 60-Expense | 60-Expense |
| Acct Cat Type | 1-Salaries and Wages | 3-Operating Expense |
| Acct Cat | 601-Salaries | 606-Travel |
| FIRMS Object (how we report) | 601201-Academic Salaries | 606001-In State Travel |
| Account | 6018xx-Lecturers | 6068xx-Travel Airfare |
| Program Levels | Example 1 | Example 2 |
| Prog Cat | AA-College-Based Fees | RA–Reimbursed Activity |
| Program | AA001–College of Ag CBF | R0602-xxxxxx |
| Project Levels | Example 1 | Example 2 |
| Proj Type | P-Projects | G-Grants |
| Proj Cat | MCF-Misc. Course Fees | SFSG-State Faculty Supp Grant |
| Project | PM001 | SF001 |
| Fund Levels | Example 1 | Example 2 |
| SCO Fund | 0580-Dorm Revenue Fund | 0948-State University Trust |
| CSU Fund | 261-DRF Housing | 0463-Instructionally Rel. Activity |
| Fund | HA001 | MO002 |
Department Multi-Selects
Dept Lvl 1 – for Division level data
Dept Lvl 2 – for College level data
Dept Lvl 3 – for Department level data
Dept Lvl 4 – for Department or subunit
Report Examples
Summary Pivot (Account summary for a single Academic Department)
Page prompt
Column selectors / View / Fund
Report results
Numbers in blue can be drilled down to eventually get to transaction detail.
Summary by Fund Category (Summary of funds by Category for selected Department IDs)
Page prompt
Column selectors / View / Fund
Report results
Summary by Org Level 2 (Summary of College of Ag Revenue and Expenses)
Page prompt
Column selectors / View / Fund
Report results
Report results after drilling on Dept Lvl 2
Revenue and Expense Custom Summary
This report allows you to use six different Column Selectors to customize a report to download.
Column selectors
Report results
Activity Summary by Year
This report also allows you to change Column Selectors and see a summary of six fiscal years.
