FADs: What is the Activity Across Multiple Fiscal Years Dashboard?

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What is the Activity Across Multiple Fiscal Years Dashboard?

The Activity Across Multiple Fiscal Years is a tabular Budget to Actual report that shows multiple fiscal years' data.

Who should use this report?

The Activity Across Multiple Fiscal Years is a valuable dashboard to compare current financial activity with prior years up to a selected period. This dashboard can be very helpful when building budgets.

Filters:

Fiscal Year – Select multiple fiscal years. 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. Adjustment Period is the Year-End period which includes periods 906, 910, 920, 930, 970, & 998.

Fund(s) – Select one or multiple funds.

Division(s) – The highest level of the department hierarchy. Every department rolls up to a division. Select one or multiple. And the next 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 makeup 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

Rows

The fund will be in the first column. Each department selected with activity will be in the second column, followed by the account hierarchy.

Columns

There are multiple fiscal years at the top of the table. Underneath the fiscal years are the following:

Current Budget -  The budget with all adjustments up to the period selected.

Actuals - The activity up to the period selected

Budget V Actuals

This Dashboard does not have the drill-down capability.