DASH: New Financial Reports Released

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 

• 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.  

Department All Postings – Journal Entry Reports  

• 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.  

Labor Distribution Report 

• This report can be run using a variety of filters and provides a detailed list of how the current labor schedules are distributed for the employees included in the report output. 

Assignments with No Labor Schedule Report 

• This report can be run by Department and is exported to show any employee assignments that do not have a labor schedule created in labor distribution yet. This information is helpful in determining the employee assignments that need a labor schedule set up in labor distribution.  

Labor Schedules in Submitted Status Report 

• This report can be run by Department and is exported to show any labor schedules that are still in a “New” or “Submitted” status. The information in this report should help you track your labor schedule submission statuses in DASH and ensure they are being approved in the system.  

Payroll & LD Cost Audit Report 

• This report can be run by personnel number or Department and displays a list of the payroll amounts for an employee, as compared to the associated labor distribution amounts for the employee. When running this report, it is important to pay attention to the “Process Start Date” and “Process End Date” fields and adjust the date ranges as needed.  

UT Foundation Gift and Endowment Financials Dashboard  

• In addition, three new gift and endowment reports are now available. Users with the applicable system access may locate the reports on the UT Foundation’s Gift and Endowment Financials Dashboard via a link on the DASH UT Reporting Dashboard. Please review this job aid available on the Friends of DASH website for instructions.  

Gift and Endowment Relationships Report  

• This report shows the relationship of the endowment and spendable UT gift relationship, and the UTF gift fund, if applicable.   

Gift and Endowment Report  

• This report shows the spendable balances of UT and UTFI gift funds with corresponding endowment market values, if applicable.   

Endowment Activity Report  

• This report shows the endowment fund market values, investment activity, distributions, and administrative fees.