Kuali Financials provides several dashboards that are accessible for hosted customers. Users with a Designer License can duplicate delivered reports to create their own versions that can be shared with their institution. Dashboards can be accessed from Kuali Financials.
Clicking Reports will open a landing page. Open the Financials folder - two sub folders display:
- KFS - which contains dashboards for Accounts Receivable, Capital Asset, General Ledger, Labor and Purchasing/AP.
- Reference Information - which contains dashboards for maintenance data, such as Accounts, Object Codes, Parameters, Person, Roles, Permissions and Responsibilities and several others.
Open the KFS folder to display folders for each module.
Following are the available delivered dashboards that can be shared with your institution, or can be duplicated by users with Designer licenses to create their own version.
- AR - Accounts Receivable
- Aging
- History
- CM - Capital Assets
- Capital Assets - 4 separate widgets
- Assets - General Asset Information
- Payments
- Depreciation
- Capital Asset Document Numbers - documents that took action on different assets
- Capital Assets - 4 separate widgets
- GL - General Ledger
- Balance Sheet
- Balances by Month
- Budget Variance - by Level
- Budget Variance - by Month
- GL Balances
- Monthly Transactions
- Open Encumbrances
- Trial Balance
- Trial Balance by Consolidation and Account
- Trial Balance by Sub Fund
- Trial Balance - Current Month Change
- LD - Labor Distribution
- Labor Ledger Details - two separate widgets
- Summary by Account
- Detailed Transactions
- Labor Ledger Details - two separate widgets
- PURAP - Purchasing / Accounts Payable
- AP Recon - two data sources and three widgets
- Journal Entry Balance - GL Journal
- Open Disbursements - AP
- Unextracted Enroute PREQs and CMs - AP
- Check Listing
- Disbursed Payments over 25K
- Duplicate Invoices by Vendor, Invoice and Amount
- Open Payments over 25K
- POs Opened Each Year
- Purchase Order and Amount
- Purchase Orders Awaiting Approval
- Vendors not recently used
- AP Recon - two data sources and three widgets
Opening the Reference Information folder provides several dashboards to access reference information used in Kuali Financials.
Filters
You can filter the report data using the Filters panel on the right, where the filter selections are displayed as checkboxes, or for longer lists, may simply show as an Include All button. Clicking Include All will give you the option to edit that filter, search for a particular value, or make multiple selections.
Downloading data
To download data, click on the hamburger with a box around it, then download, then the file format. Choose CSV File to download the data into spreadsheet format with all the fields in the spreadsheet, choose Excel File to retain the pivot style display.
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