CI financial exception dashboard user manual (PDF
Contents
1. LCAPI ADMIN OECS OLJ ACADE Le LNCISJ CMBE cps CAP ADMIN COECS LCOL ACADE Jp 12 Code Period L2 Code Period Bg 5 5 Projcsw Active peo Projects w Projects Non re port Closed pro Preece w Projects w BE Actve pro Projects Proci Non e port pro Mint If legend item truncated you Can hover your mouse on the item show the fut name Prompt issue Type and Count Crosstab Account issue and Count Charl 5 Account issue and Count Chart M H M YHM The only difference between the Q Account Issue Type and Count Chart tab and the S Account Issue Type and Count Chart tab is that one is for Q funds while the other is for S funds The two tabs are the same otherwise There are two figures in each tab The figure on the left shows financial exception counts in absolute numbers whereas the figure on the right shows financial exception counts in relative percentages To view detailed information for a band hover your mouse on one of the bands L2 Code CASS Period P12 Issue Type Projects with negative projected available funds Project Count 235 If a legend item is truncated you can hover your mouse on the item to show the full name E W Projects w Version 1 0 9 Additional Functionalities Once the dashboard is run you can print any tab of the dashboard and export tables or figures Pri2. Status and Closed 4 e 4 TE 3 9 Ht i f 4 4 4 2 8 P 2 9 Peat Period fered Pewee Lead Project not Current Negative Current Avadatte Funds Lead Project not Current Negative Current umda 4 AC 4 7 ie i i i 1 4 i F amp 14 lt amp E 3 gt 5 Pered Per Perea Pert Megana Current Negative Current Avadatbe Funds Negative Current Funts Negative Current Avaibabte Funds o 4 me e 5 E 6 ba pv lo 2 1 g be ba j i gw e D P3 1 Pere Poot xe Penod Version 1 0 8 If your screen resolution is low you may need to scroll right and or down to see all figures If a financial exception issue type has zero counts i e no issue found the corresponding figure will be replaced by No Data Available The Account Issue Type and Count Chart Tabs Q and S sS Nera Cl FINANCIAL EXCEPTION DASHBOARD University Year 2014 09 20 mx rH I Bg os m il jill af anm 70 8 2 Project Count Pur 1P12P10011 P2 POP PTZP10 P11912P1 c d wen PI on 1 2 10 11 12 10 mm cone 12 12 ap apa 11 1 1 12 1 1 12 11 12 1 11 2 1 0 yt Pe Pun P wares ener a CMBE CASS
3. then eft click once on the ending year starting year You do not need to press PC Command Mac or Shift while scrolling up or down Step 4 Submit Criteria When all required options have been selected you can eft click once the Submit button at the bottom of the Criteria tab to run the dashboard Important The Submit button _ 00 met be pressed before the dashboard can be run The Submit button will remain greyed out until all required prompts have valid values selected After clicking the Finish button select one of the tabs other than the Criteria tab at the bottom of the browser window to continue Prompt Issue Type and Count Crosstab 2 Account Issue Type and Count Chart 5 Account Issue and Count Chart Version 1 0 7 The Issue Type and Count Crosstab Tab Austrian CI FINANCIAL EXCEPTION DASHBOARD Year 2014 Project Count ACADEMIC SUPPORT ADMIN SUPPORT CAP CASS CMBE COBE CECS CPS P Wels Total Total 41 44 132 135 133 232 2 23 Set 597 S88 627 623 62 4 79 9 9 29 29 2 9 9 9 2 2 2 6 6 6 640 gt yach with negate current fonds 1 Yo 30 3 J i 103 79 tu n 187 152 1 7 1 1 100 105 ws 1 1 444 wath negate ccce av sdat c fanis 53 5 lt 4 4 4 214 220 20 75 78 243 4 5 8 7 y gt 184 155 191 4 4 4 2 484 wects wah no budget entered vs gt 2 5 21 24 24 2 01 234 9 2 12 H 4 127
4. 1 d 4 4 23 tal 168 170 173 12 12 12 6 614 610 257 257 246 706 n1 692 320 64 85 5 5 478 459 455 4 7183 Total xn HA 27 44 147 145 515 0 843 834 844 4335 1 334 1 904 04 494 442 460 464 5 55 T 778 5 5 5 19 11 10 amp 6 13437 This tab contains a crosstab for financial exception issue types and areas grouped by fund types Q and 5 Hint To view a detailed list of projects for a financial exception issue type run the Financial Exception Report The link to the report can be found on the Reporting page The column headers of the crosstab have drill through enabled to allow detailed graphical inspection of the trends for each area s financial exception issues To drill through to the graphical detail report hover your mouse pointer on one of the column headers The mouse pointer will turn from an arrow into a hand Left click once the column header CASS COBE P10 11 12 P10 Pits 12 P10 P11 P12 The graphical detail report will be opened in a new browser window tab E CI FINANCIAL EXCEPTION DASHBOARD ISSUE CHART College of Med Bio amp Environ Q Accounts Ci No Current Postion CI Wo Current Postion 7 1 T we m e 5 j i x H 2 ata Avaiatie i amp ad a t 3 t Pest Penod Period Cosed wth Positive Current Avatabie unia inactive Slatus and Closed Closed with Current freatkable unde
5. Australian gt National University Financial Exception Dashboard User Manual CONTENTS THE CI FINANCIAL EXCEPTION DASHBOARD ssssessesesessecscsecscsecsosecessecscsecscsecscsececsecsesecsesecscsecsssecsssecsesecseseoe 2 ACCESSING ANU INSIGHT asssccescssiacsancrsanpacsesensancscensaansaeseennsanssenvnesianesaevaannssedenennnenexennianiacnsneusaansaesenanavenssannaenes 2 OG GING INT OPIN cie cic stress tive T 3 NAVIGATING TO THE DASHBOARD e 4 THE INSIGHT HOMEPAGE ccsscsscascosccsccsscnccascascanconcesscascnscascesceseesscaecnecascaneeescaecaecaecascencescaecancascenconsesscascascasceeees 4 NAVIGATING TO THE CI FINANCIAL EXCEPTION 4 TE DA Date 5 USING THE DASHBOARD e 6 TEE orni E E EE E E E E E E E E 6 step 1 select a YEOT cisrenan e E ONEONE TNO OONO OET 7 Step 2 Select One or More Accounting 5 7 Stepa Socec dn oraa TEOTEO 7 SA maa pay tal B a 2 ET E OA NE rote E OS 7 THE ISSUE TYPE AND COUNT CROSSTAB ER ERTE 8 THE ACCOUNT ISSUE
6. TYPE AND COUNT CHART TABS Q AND enne nennen nis 9 ADDITIONALPENCTIONALEPPIES DURER ND UL SR UNTEN HU RETE 10 Pining EMMER m 10 EXD THDIES OG FGI CS coupure ddr Med sot 10 Version 1 0 1 THE Cl FINANCIAL EXCEPTION DASHBOARD The Cl Financial Exception Dashboard provides finance managers with high level summaries of chief investigator financial data using a set of tables and figures The dashboard also allows finance managers to explore project details using drill through reports ACCESSING ANU INSIGHT Important If you are using Internet Explorer please make sure that Compatibility View is turned ON To do so 25 Password Print File Zoom 100 Safety Add site to Apps View downloads Manage add ons F12 Developer Tools Keep this version i Go to pinned sites Compatibility View settings Email Contact Phone Report website problems Internet options About Internet Explorer simoqasimon com 02628260 And add anu edu au to the list Compatibility View Settings Ea Change Compatibility View Settings Add this website Websites you ve added to Compatibility View Remove Display intranet sites in Compatibility View Use Microsoft compatibility lists Learn more by reading the Internet Explorer privacy statement Close Version 1 0 2 Logging into ANU Insight The Cl Finan
7. ancial Exception Dashboard eft click once on the Financial menu header on the navigation menu Version 1 0 4 This would open and display the Financial submenu Human Resources Financial Research Campus Financial Mgmt Cl Reporting Planning Travel Reporting Periodic reporting Research project reporting Budgeting and forecasting Travel and travel approval The Cl Financial Exception Dashboard can be found on the Cl Reporting page Left click once on the submenu item called Cl Reporting Cl Reporting This would take you to the Cl Reporting page Insight Home Human Resources Student Financial Research a Campus Financial Cl Reporting Research project reporting Reports Further Analysis Dashhoard Finance and Business Services jon Dash Exception Dashboard Help and Support Exception Report uH LIS amp Portfolio report pack Project report pack ANU Insight Training Subproject report pack Email insight anu edu au Phone 6125 8640 Initiating the Dashboard The CI Financial Exception Dashboard can be found in the Reports section on the left hand side of the screen Version 1 0 5 Portfolio report pack Project report pack Subproject report pack To initiate the Financial Exception Dashboard eft click once on the dashboard name USING THE DASHBOARD The Prompt Page The first thing y
8. cial Exception Dashboard is accessed via ANU Insight https insight anu edu au Single sign on has been enabled so most users will be automatically directed to the portal page without the need to provide login credentials Hint The single sign on may not work and an error message may appear if you have signed into other ANU enterprise systems e g HRMS or local intranet with a different domain to UDS e g CBE u1234567 instead of UDS u1234567 using the same browser session Please sign out and close all browser windows to clear existing credentials open a new browser window and then visit httos insight anu edu au again A small number of users may be prompted to enter a username and password as a result of their network configurations or the browser they are using If you are one of the few users affected please log in with your UDS HORUS user ID and password in the following format User Name UDSUser ID e g UDS u1234567 Password Your UDS HORUS password otep by step instructions on how to do this can be found here How to log into ANU Insight If you are experiencing issues please contact the ANU Insight team on team via Email insight anu edu au Phone 61 2 6125 8649 Version 1 0 3 NAVIGATING TO THE DASHBOARD The Insight Homepage When you first access ANU Insight you will be directed to the portal home page Australian t M Matone sig ht text University Gur Insight Home Fol
9. ders Human Resources Financial Research Help and support News Documentation and New Chief Investigator New ANU Insight Portal Seeking student report training Financial Reporting testers Posted 07 08 2014 Posted 07 08 2014 Posted 07 08 2014 Recently accessed reports My frequently accessed reports Recommended reports Q Student EFTSL by funding group detail Q Student Portfolio report pack Student EFTSL by funding group Student EFTSL by funding group H Project report pack Student List of course enrolments Q Student List of course enrolments m Subproject report pack hul Student Low enrolled courses report Student Low enrolled courses report Finandal Subproject report pack Q Finandal Subproject report pack The portal is available and has been tested on Mac PC and mobile devices and for different versions of various web browsers However if you experience any issues in terms of how the portal renders or functions please contact us on insight anu edu au For a full list of supported web browsers please refer to the frequently asked questions at FAQ ANU Insight Detailed information on how to navigate all the functionalities available to ANU Insight users is available at http unistats anu edu au anu insight Navigating to the Financial Exception Dashboard The navigation menu shown below is how you navigate to dashboard Human Resources a Student Financial Research Campus a To access the Cl Fin
10. nting the Dashboard To print a dashboard tab press the printer icon at the top of the browser window and follow the instructions Exporting Tables and Figures To export tables and figures in the dashboard to PDF or Excel files eft click once on the table or figure that you want to export A menu will appear on top of the table or figure Q m um Left click once the leftmost icon on the menu and select Export to ol E B Rr Remove from Workspace p Cut Widget Copy Widget E Comment Widget b 5 Print as PDF Export to b ui PDF Save As Report Excel 2007 Data Versions mi Excel 2007 SA Refresh Excel 2002 Prompt Again CSV Reset iis XML e export the table or figure to a PDF file select the PDF option the table of figure to an Excel file select the Excel 2007 option Excel 2002 option can also be selected for compatibility reasons oexport the underlying data supporting the table of figure select the CSV option Note Tables and figures cannot be exported using the Excel 2007 Data option If you do so an error message will occur Version 1 0 10
11. ompt Issue Type and Count Crosstab Q Account Issue Type and Count Chart S Account Issue Type and Count Chart Version 1 0 6 Step 1 Select a Financial Year This is a compulsory step The Cl Financial Exception Dashboard is run for a specific financial year Therefore you must tell the dashboard which financial year to run for Step 2 Select One or More Accounting Periods This is a compulsory step The Cl Financial Exception Dashboard is run for one or more accounting periods Therefore you must tell the dashboard which accounting period s to run for To select more than one accounting period press Cir PC or Command Mac on your keyboard and eft click once on each of the preferred periods If you are selecting a consecutive number of periods press Shift on your keyboard and click once on starting year ending year then eft click once on the ending year starting year You not need to press Ctrl PC Command Mac or Shift while scrolling up or down Step 3 Select an Area This is a compulsory step The CI Financial Exception Dashboard is run for one or more area Therefore you must tell the dashboard which area s to run for To select more than one accounting period press Cir PC or Command Mac on your keyboard and eft click once on each of the preferred areas If you are selecting a consecutive number of areas press Shift on your keyboard and eft click once on the starting year ending year
12. ou will see after initiating the dashboard is a tab that asks for user inputs This tab is called the Criteria and it is designed to allow you to specify your criteria for running the Cl Financial Exception Dashboard 9 FINANCIAL EXCEPTION DASHBOARD Please set your dashboard criteria below When finished click the Submit button then select one of the tabs at the bottom of the browser window to view detailed dashboard items Financial Year 2014 2013 2012 2011 v 2010 Accounting Period 2014 13 24 11 14 10 31 12 14 2014 Period 12 27 10 14 to 23 11 14 2014 Period 11 29 09 14 to 26 10 14 2014 Period 10 01 09 14 to 28 09 14 2014 Period 9 04 08 14 to 31 08 14 2014 Period 8 07 07 14 to 03 08 14 2014 Period 7 09 06 14 to 06 07 14 2014 Period 6 12 05 14 to 08 06 14 2014 Period 5 14 04 14 to 11 05 14 2014 Period 4 17 03 14 to 13 04 14 2014 Period 3 17 02 14 to 16 03 14 2014 Period 2 20 01 14 to 16 02 14 2014 Period 1 01 01 14 to 19 01 14 Select all Deselect College Service Division Academic Support Administrative Support ANU College of Law College Arts amp Social Sciences College Engineering amp Comp Sc College of Asia amp the Pacific College of Business amp Economics College of Med Bio amp Environ College of Physical Sciences Colleges of Science Nat Ctr for Indigenous Studies Other Departments Select all Deselect all Submit Pr
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