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To access Power BI Training Guides and Tutorials, visit this link.
To create a ServiceNow ticket with Budget Analytics, visit https://ithelp.untsystem.edu/ (Guide)
If you have any questions, please contact Budget Analytics at BudgetAnalytics@untsystem.edu
FIN001 - Budget Overview (Excel Version ) - (Guide).
- Legacy FIN001 - Budget Overview (Excel Version ) - (Guide)
- FIN001 - Budget Overview (Copy & Paste) (Excel Version ) - (Guide)
FIN001a - Budget Overview (Summary) (Excel Version ) - (Guide)
FIN002 - Budget Overview with GL Details (Excel Version ) - (Guide)
- Legacy FIN002 - Budget Overview with GL Details (Excel Version ) - (Guide)
- FIN002 - Budget Overview with GL Details (Copy & Paste) (Excel Version ) - (Guide)
FIN003 - Transaction Details (Excel Version ) - (Guide)
- Legacy FIN003 - Transaction Details (Excel Version ) - (Guide)
- FIN003 - Transaction Details (Copy & Paste) (Excel Version ) - (Guide)
FIN004 - ePro Transaction Detail (Excel Version ) - (Guide)
FIN005 - Requisitions - (Guide)
- FIN005a - Requisitions ( Soft Encumbrances) (Excel Version ) - (Guide)
- FIN005b - Requisitions ( Search By Req) (Excel Version ) - (Guide)
- FIN005c - Requisitions ( Cancelled/Not Budget Chked) (Excel Version ) - (Guide)
FIN006 - Purchase Orders (Excel Version ) - (Guide)
FIN007 - Vouchers (Excel Version )- (Guide)
FIN008 - Budget Availability (Excel Version ) - (Guide)
FIN009 - Procure to Pay (P2P) (Excel Version ) - (Guide)
FIN010 - KK-GL Reconciliation Report (Excel Version ) - (Guide)
Payroll Transaction Detail (Excel Version ) - (Guide)
FIN015 - Department Summary (Excel Version ) - (Guide)
FIN016 - Sponsored and Non-Sponsored Projects Summary (Excel Version ) - (Guide)
FIN017 - Balance by Chartstring (Excel Version ) - (Guide)
FIN018 - Budget Detail Report (Excel Version ) - (Guide)
FIN021 - Department Budget Overview (Excel Version ) - (Guide)
FIN022 - Concur Encumbrance Summary (Excel Version ) - (Guide)
FIN023 - Concur Trip (Excel Version ) - (Guide)
FIN111 - G&C Project Ledger Balance (Excel Version ) - (Guide)
FIN112 - G&C Project Invoices (Excel Version ) - (Guide)
FIN113 - G&C Project Invoices Outstanding (All) (Excel Version ) - (Guide)
FIN114 - G&C Project Invoices All Information (Excel Version ) - (Guide)
FIN115 - Sponsored Project Details with Cost Share (Excel Version )
FIN116 - G&C FA Account & Chart Review (Excel Version )
FIN117 - G&C Payroll & Job Information (Excel Version )
FIN118 - G&C Project Award Employee Information (Excel Version)
The data for AFR reports is refreshed daily between 12pm and 1pm and nightly at 9pm so data might be unavailable during this time.
AFR010 - GL Account Summary Level C and D (Excel Version ) - (Guide)
AFR011 - Trial Balance by Period (Excel Version ) - (Guide)
AFR012 - GL Transaction Details (Excel Version ) - (Guide)
AFR020 - Matrix of Operating Expenses AFR (Excel Version ) - (Guide)
AFR021 - Matrix of Operating Expenses Extra (Excel Version ) - (Guide)
AFR030 - Statement of Net Position AFR (Excel Version ) - (Guide)
AFR031 - Statement of Net Position Fund Group (Excel Version ) - (Guide)
AFR040 - SRECNP Report AFR (Excel Version ) - (Guide)
AFR041 - Sources and Uses Report (Excel Version ) - (Guide)
Trial Balance - Research Expenditures By Project (Excel Version ) - (Guide)
Consolidated Pledged/Non-Pledged Revenue (Excel Version ) - (Guide)
Account (GL) Tree (Excel Version )
Account (KK) Tree (Excel Version )
KK_GM Expense Tree (Excel Version )
Department Tree (Excel Version )
Function Tree (Excel Version )
Fund Category Tree (Excel Version )
Fund Tree (Excel Version )
Program Tree (Excel Version )
Project Tree (Excel Version )
Purpose Tree (Excel Version )
Site Tree (Excel Version )