The DASH Project Team continues to release new financial reports in DASH that are available to users with the applicable system access. The financial reports are highlighted in more detail below, including links to available job aid resources.
Budget Vs. Actuals Report
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This report helps general ledger users compare projected financial performance with actual performance, providing valuable insights into budget management and financial planning. It can be customized using various parameters such as department level, college level, and more. For detailed instructions, access this job aid available on the Friends of DASH website.
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The Budget vs. Actuals report has been enhanced to include revenues in addition to expenditures, providing a more comprehensive view of departmental budget standings. This update ensures a clearer and more complete picture of where departments stand with their budgets.
Department All Postings – Journal Entry Reports
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These reports provide data similar to IRIS line-item reports and represent general ledger (GL) postings from the subledgers. General ledger users can access these reports to provide a comprehensive view of financial transactions. For step-by-step guidance on generating these reports, please refer to this job aid available on the Friends of DASH website.
Marketplace Orders by Department Report
- The new Marketplace Orders by Department report was released by the Procurement Office to help departments manage what they have purchased in Marketplace.
- From your DASH Home page, go to IT Dashboards > UT Reporting > Financials > Procurement > Marketplace Order by Department.
Budget vs. Actuals Report
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A user-friendly report to help general ledger users compare projected financial performance with the actual expenditures providing valuable insights into budget management and financial planning. (Currently, the report does not show revenues.)
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From your DASH Home page, go to UT Dashboards > UT Reporting > Financials > General Ledger > Budget vs. Actuals Report.
Project Details Report
- This report provides line-item transaction detail for a project and can be run for any type of project, but it is especially useful for non-sponsored projects.
- From your DASH Home page, go to UT Dashboards > UT Reporting > Financials Reports > Project Management > Project Details.
PO Status by Department Report
- This report provides visibility on open Purchase Orders (PO) and helps to identify any POs that need to have an encumbrance cleared.