FADs: What is the Actuals by Department and Account?

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What is the Actuals by Department and Account Dashboard?

The Actuals by Department and Account Dashboard is a tabular view of multiple Departments and actuals by accounts.

Who should use this report?

This dashboard helps compare department activity by a specific account. 

This dashboard allows you to select multiple departments and accounts to compare their actuals. Instead of running multiple reports for different departments, you can use this dashboard and save time.

Filters:

Fiscal Year – Select one fiscal year. UMBC’s fiscal year runs from July 1^st to June 30^th.

Accounting Period YTD – Select the month for the report to run through. The report will always start from the beginning of the fiscal year for the month & year selected. The Adjustment Period is the Year-End period which includes periods 906, 910, 920, 930, 970, & 998.

Fund(s)  -

Division(s) – The highest level of the department hierarchy. Every department rolls up to a division. Select one or multiple. And the following three filters will be populated.

College(s)/Units – The next level of the department hierarchy. This is the level you will find the colleges that make up UMBC and other administrative units.

Department(s) – Most departments will be at the level. There is an option to select one, multiple, or all.

Subdepartment(s) – Some departments have subdepartments reporting to them. There is an option to select one, multiple, or all.

Project Code – All active projects related to the period, funds, and departments selected will show. There is an option to choose one, multiple, or all.

Reading the Report

Table

Rows

The Departments selected will appear on the right.

Columns

The Accounts Selected will appear at the top.

Drill Downs

You can right-click any number in the actuals column, and a pop-up will appear. In the pop-up, you will have multiple options to navigate to each detail dashboard.

The Revenue Detail – mostly the accounts that begin with 4 and 5.

The Salary & Wages Detail – These accounts are used to pay employees.

The Fringe Benefits Detail – These are all the accounts related to employee benefits such as Social Security, Health Insurance, etc.

The Operating Expenses Detail – All the other Expense accounts.