{"id":522,"date":"2022-12-07T15:25:48","date_gmt":"2022-12-07T23:25:48","guid":{"rendered":"https:\/\/inside.ewu.edu\/datahub\/?page_id=522"},"modified":"2026-03-10T15:44:58","modified_gmt":"2026-03-10T22:44:58","slug":"finance","status":"publish","type":"page","link":"https:\/\/inside.ewu.edu\/datahub\/finance\/","title":{"rendered":"Finance"},"content":{"rendered":"\n<p>Financial Services office have provided several operational reports\/dashboards for the campus users responsible to monitor their department&#8217;s budget and financial activities.<\/p>\n\n\n\n<p>The dashboards below have several filter options to focus to a specific fiscal year, organization, account, fund, index code, and others.<\/p>\n\n\n\n<p><strong>What is needed to run Finance\/HR\/Payroll\/Grants\/AR reports?<\/strong><\/p>\n\n\n\n<p>Users responsible to monitor their department&#8217;s budget, financial, and grants activities would need Banner Finance Access, Reporting database access, Oracle username and password, and Tableau access (see <strong><a href=\"https:\/\/inside.ewu.edu\/datahub\/faq\/#FinanceAccessNeeded\">FAQs<\/a><\/strong> for more details).<\/p>\n\n\n\n<p><strong>Financial Glossary &#8211; Financial Terminology and Definitions <\/strong><\/p>\n\n\n\n<p>Please consult the <a href=\"https:\/\/inside.ewu.edu\/financialservices\/budget-services\/internal-resources\/glossary\/\" target=\"_blank\" rel=\"noreferrer noopener\">EWU Budget website<\/a> for comprehensive financial terminology and definitions.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Dashboards<\/strong><\/h3>\n\n\n\n<p>Please go <a rel=\"noreferrer noopener\" href=\"https:\/\/tableau.ewu.edu\" target=\"_blank\">here<\/a> to explore more content on Tableau. <\/p>\n\n\n\n<h4 class=\"gb-headline gb-headline-1b35339c gb-headline-text\">Finance All Access Dashboards<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong><img decoding=\"async\" class=\"wp-image-10\" style=\"width: 15px;\" src=\"https:\/\/inside.ewu.edu\/datahub\/wp-content\/uploads\/sites\/417\/2022\/05\/eagle_logo.svg\" alt=\"EWU\"> New! <\/strong><a href=\"https:\/\/tableau.ewu.edu\/t\/ewu\/views\/EWUOpenCheckbookDashboard\/Overview?:origin=card_share_link&amp;:embed=n\" target=\"_blank\" rel=\"noreferrer noopener\">EWU Open Checkbook Dashboard<\/a> &#8211; An interactive Tableau visualization of Eastern Washington University Year to Date operating funds activities.<\/li>\n<\/ul>\n\n\n\n<h4 class=\"gb-headline gb-headline-18e14471 gb-headline-text\">General Financial Reporting<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/tableau.ewu.edu\/t\/ewu\/views\/BannerFinanceChartofAccounts_16426958558800\/IndexCodeListing?:origin=card_share_link&amp;:embed=n\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Chart of Accounts &#8211; Index Codes<\/strong><\/a><\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Budget Status by College\/Unit\/Department by Index Code<\/strong> (FGRDASR &amp; FGRBDST)\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/tableau.ewu.edu\/t\/ewu\/views\/BF_OOC_00003_BudgetStatusbyDepartmentbyAccount\/SummaryBudgetStatusbyDepartmentbyIndexCodeFGRBDST?:origin=card_share_link&amp;:embed=n\" target=\"_blank\" rel=\"noreferrer noopener\">Summary <\/a>&#8211; By Department by Index Code<\/li>\n\n\n\n<li><a href=\"https:\/\/tableau.ewu.edu\/t\/ewu\/views\/BF_OOC_00003_BudgetStatusbyDepartmentbyAccount\/DetailsBudgetStatusbyDepartmentbyIndexCodeFGRBDST?:origin=card_share_link&amp;:embed=n\" target=\"_blank\" rel=\"noreferrer noopener\">Details<\/a> &#8211; Detailed level budget information by Department with Index code<\/li>\n\n\n\n<li><img decoding=\"async\" class=\"wp-image-10\" style=\"width: 15px;\" src=\"https:\/\/inside.ewu.edu\/datahub\/wp-content\/uploads\/sites\/417\/2022\/05\/eagle_logo.svg\" alt=\"EWU\"> <strong><em>N<\/em>ew <\/strong><a href=\"https:\/\/tableau.ewu.edu\/t\/ewu\/views\/BF_OOC_00003_BudgetStatusbyDepartmentbyAccount\/Multi-YearOriginalandAdjustedcBudget?:origin=card_share_link&amp;:embed=n\" target=\"_blank\" rel=\"noreferrer noopener\">Multi-Year Original and Adjusted Budget<\/a><\/li>\n\n\n\n<li>Budget Status by <strong><em>Fiscal Period Ranges<\/em><\/strong> (<a href=\"https:\/\/tableau.ewu.edu\/t\/ewu\/views\/BF_OOC_00003b_BudgetStatusbyDepartment-FiscalPeriodRange\/SummaryBudgetStatusbyDepartmentbyIndexCodeFGRBDST?:origin=card_share_link&amp;:embed=n\" target=\"_blank\" rel=\"noreferrer noopener\">Summary<\/a> or <a href=\"https:\/\/tableau.ewu.edu\/t\/ewu\/views\/BF_OOC_00003b_BudgetStatusbyDepartment-FiscalPeriodRange\/DetailsBudgetStatusbyDepartmentbyIndexCodeFGRBDST?:origin=card_share_link&amp;:embed=n\" target=\"_blank\" rel=\"noreferrer noopener\">Details<\/a>) &#8211; Detailed and summary budget level information based on fiscal period range. <br><br><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Rolled up level Permanent Budgets by Index code by Account<\/strong> \n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/tableau.ewu.edu\/#\/site\/ewu\/redirect_to_view\/4744\" target=\"_blank\" rel=\"noreferrer noopener\">Comprehensive Budget Level Report (CBL)<\/a>&#8211; Original Planned and Adjusted Permanent Budgets<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong><mark style=\"background-color:rgba(0, 0, 0, 0);color:#0d0d0d\" class=\"has-inline-color\">YTD Actual by College\/Unit by Department<\/mark><\/strong>\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/tableau.ewu.edu\/#\/site\/ewu\/redirect_to_view\/5425\" target=\"_blank\" rel=\"noreferrer noopener\">Summary: YTD Actual<\/a> or <a href=\"https:\/\/tableau.ewu.edu\/#\/site\/ewu\/redirect_to_view\/5426\">Detail: YTD Actual<\/a> &#8211; Shows YTD and Net YTD by college\/unit by department for selected Fiscal Year and Fiscal Period<\/li>\n\n\n\n<li><a href=\"https:\/\/tableau.ewu.edu\/t\/ewu\/views\/BF_OOC_00004_FiscalYTDActualsMulti-YearComparison\/SummaryFiscalYTDActualwithPriorPeriodComparativesFGIBDST?:origin=card_share_link&amp;:embed=n\" target=\"_blank\" rel=\"noreferrer noopener\">YTD Actual comparison by Division\/Unit\/Department<\/a> &#8211; Multi-Year YTD Actual with prior year comparisons<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>YTD actual Year Over Year Trends<\/strong>\n<ul class=\"wp-block-list\">\n<li><img decoding=\"async\" class=\"wp-image-10\" style=\"width: 15px;\" src=\"https:\/\/inside.ewu.edu\/datahub\/wp-content\/uploads\/sites\/417\/2022\/05\/eagle_logo.svg\" alt=\"EWU\"> Multi-Year YTD view by Account Code\n<ul class=\"wp-block-list\">\n<li><img decoding=\"async\" class=\"wp-image-10\" style=\"width: 15px;\" src=\"https:\/\/inside.ewu.edu\/datahub\/wp-content\/uploads\/sites\/417\/2022\/05\/eagle_logo.svg\" alt=\"EWU\"> <a href=\"https:\/\/tableau.ewu.edu\/#\/site\/ewu\/redirect_to_view\/5926\" target=\"_blank\" rel=\"noreferrer noopener\">(Multi-Year)<\/a> <a href=\"https:\/\/tableau.ewu.edu\/#\/site\/ewu\/redirect_to_view\/5926\" target=\"_blank\" rel=\"noreferrer noopener\">Resources and Expense by Account Code<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/tableau.ewu.edu\/t\/ewu\/views\/BF_FIN_00026a_YTDRevenueandExpensebyAccountCode\/ToptoBottomYTDResourcesExpensesandNet?:origin=card_share_link&amp;:embed=n\" target=\"_blank\" rel=\"noreferrer noopener\">(Multi-Year) Top to bottom YTD Expense, Revenue, and Net Analysis<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Transaction History<\/strong> (FGRODTA) &#8211; Need to research a particular transaction? Need to know expense detail such as: &#8220;How much did we spend in travel, supplies and payroll last year?&#8221;; &#8220;How many conferences did we attend?&#8221; \n<ul class=\"wp-block-list\">\n<li><em><strong>Enhanced!<\/strong> <\/em><a rel=\"noreferrer noopener\" href=\"https:\/\/tableau.ewu.edu\/t\/ewu\/views\/BF_OOC_00001a_TransactionHistorySummaryDetails\/SummaryYTDTrans_RevenueandExpense?:origin=card_share_link&amp;:embed=n\" target=\"_blank\">Transaction History<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/tableau.ewu.edu\/#\/site\/ewu\/workbooks\/1592\" target=\"_blank\" rel=\"noreferrer noopener\">Transaction History (with Payroll Info)<\/a>&#8211; Note: additional access needed to HR (Payroll)<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<h4 class=\"gb-headline gb-headline-fc4a04d0 gb-headline-text\">Specialty<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/inside.ewu.edu\/datahub\/budget\/\" target=\"_blank\" rel=\"noreferrer noopener\">Budget Reporting<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/inside.ewu.edu\/datahub\/payroll\">Payroll Reporting<\/a> <\/li>\n\n\n\n<li><a href=\"https:\/\/inside.ewu.edu\/datahub\/general-accounting\/\" target=\"_blank\" rel=\"noreferrer noopener\">General Accounting<\/a><\/li>\n\n\n\n<li><a rel=\"noreferrer noopener\" href=\"https:\/\/inside.ewu.edu\/datahub\/about-grants\/\" target=\"_blank\">Grants Reporting<\/a> <\/li>\n\n\n\n<li><a rel=\"noreferrer noopener\" href=\"https:\/\/tableau.ewu.edu\/t\/ewu\/views\/BF_OOC_ICInventoryListingbyOrgCode\/CurrentInventorybyOrgCode?:origin=card_share_link&amp;:embed=n\" target=\"_blank\">Inventory Listing By Organization<\/a><\/li>\n\n\n\n<li>Purchasing\n<ul class=\"wp-block-list\">\n<li><a rel=\"noreferrer noopener\" href=\"https:\/\/tableau.ewu.edu\/t\/ewu\/views\/BF_PRCHS_PurchasingYearEnd_O\/YearEndPurchaseOrder?:origin=card_share_link&amp;:embed=n\" target=\"_blank\">Year End Purchase Order <\/a><\/li>\n\n\n\n<li><a rel=\"noreferrer noopener\" href=\"https:\/\/tableau.ewu.edu\/t\/ewu\/views\/BF_PRCHS_StandingPurcasingOrder_O\/StandingPOReport?:origin=card_share_link&amp;:embed=n\" target=\"_blank\">Standing\/Blanket Purchase Order<\/a><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><img decoding=\"async\" class=\"wp-image-10\" style=\"width: 15px;\" src=\"https:\/\/inside.ewu.edu\/datahub\/wp-content\/uploads\/sites\/417\/2022\/05\/eagle_logo.svg\" alt=\"EWU\"> New! Student Course Offering with Labor Distribution\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/tableau.ewu.edu\/#\/site\/ewu\/redirect_to_view\/5376\">Course Offering with Labor Distribution<\/a> &#8211; This dashboard provides a comprehensive list of course offerings, including faculty information such as their positions and labor distribution, course fill rate, and course enrollment student count.  <\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Student Fees\n<ul class=\"wp-block-list\">\n<li><a rel=\"noreferrer noopener\" href=\"https:\/\/inside.ewu.edu\/datahub\/university_fees\/\" target=\"_blank\">University Fees<\/a> &#8211; Provides information about course fees, tuition cost, mandatory fees, and others.<\/li>\n\n\n\n<li><a href=\"https:\/\/tableau.ewu.edu\/t\/ewu\/views\/BF_SFS_00019_CourseOfferingwithCourseFeeCharges\/CourseOfferingCourseFeeAmounts?:origin=card_share_link&amp;:embed=n\" target=\"_blank\" rel=\"noreferrer noopener\">Course Offering with Course Fee Amounts<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<h4 class=\"gb-headline gb-headline-2d876c8c gb-headline-text\">Financial Key Performance Indicators (KPI) Dashboards <\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a rel=\"noreferrer noopener\" href=\"https:\/\/tableau.ewu.edu\/t\/ewu\/views\/BF_FIN_BOTMetricsDashboard\/RevenueMetrics?:origin=card_share_link&amp;:embed=n\" target=\"_blank\">Fiscal Health Dashboards<\/a> &#8211; Executive level summary of EWU financial health based on financial statements.  <\/li>\n<\/ul>\n\n\n\n<h4 class=\"gb-headline gb-headline-12508f3d gb-headline-text\">Other<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/tableau.ewu.edu\/t\/ewu\/views\/BannerFinanceChartofAccounts_16426958558800\/IndexCodeListing?:origin=card_share_link&amp;:embed=n\" target=\"_blank\" rel=\"noreferrer noopener\">Chart of Accounts &#8211; Index Codes<\/a><\/li>\n<\/ul>\n\n\n\n<h4 class=\"gb-headline gb-headline-b06939ac gb-headline-text\">Legacy Reports<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/tableau.ewu.edu\/t\/ewu\/views\/BF_OOC_FGADASR_DepartmentalAccountStatusReport\/FGADASRsimpleDepartmentAccountStatus?:origin=card_share_link&amp;:embed=n\" target=\"_blank\" rel=\"noreferrer noopener\">Department Account Status Report<\/a> <\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<p><\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Financial Services office have provided several operational reports\/dashboards for the campus users responsible to monitor their department&#8217;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&#8217;s &#8230; <a title=\"Finance\" class=\"read-more\" href=\"https:\/\/inside.ewu.edu\/datahub\/finance\/\" aria-label=\"Read more about Finance\">Read more<\/a><\/p>\n","protected":false},"author":931,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"wpo365_audiences":[],"wpo365_private":false,"footnotes":""},"class_list":["post-522","page","type-page","status-publish"],"_links":{"self":[{"href":"https:\/\/inside.ewu.edu\/datahub\/wp-json\/wp\/v2\/pages\/522"}],"collection":[{"href":"https:\/\/inside.ewu.edu\/datahub\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/inside.ewu.edu\/datahub\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/inside.ewu.edu\/datahub\/wp-json\/wp\/v2\/users\/931"}],"replies":[{"embeddable":true,"href":"https:\/\/inside.ewu.edu\/datahub\/wp-json\/wp\/v2\/comments?post=522"}],"version-history":[{"count":24,"href":"https:\/\/inside.ewu.edu\/datahub\/wp-json\/wp\/v2\/pages\/522\/revisions"}],"predecessor-version":[{"id":1629,"href":"https:\/\/inside.ewu.edu\/datahub\/wp-json\/wp\/v2\/pages\/522\/revisions\/1629"}],"wp:attachment":[{"href":"https:\/\/inside.ewu.edu\/datahub\/wp-json\/wp\/v2\/media?parent=522"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}