Budget/Finance

If your department or program has recently solicited and/or received donations you can request a report of number of donors and amount received. If you make this request ahead of the solicitation more advanced metrics are available.

A list of donors typically used to either thank them for their gifts or solicit another gift. Users can request a list of any communication method, phone, mail, email, etc. The file will be typically delivered in excel format.

These reports are emailed monthly to the Executive Management Group.

This dashboard contains tools for analyzing finance data. Currently two reports are available: Budget Transfers Report and Accounts Receivable Billing Detail.

Contains a variety of reports for department managers to track revenues, expenditures, budget and actuals across all funds.

This report gives detailed information regarding Purchase Order transactions, with Purchase Order ID, Vendor, Voucher ID, notes and statuses, filtered by a variety of fields.

This dashboard has five different areas, showing expense, income, budget, and encumbrance information in summary and detail form, which can be filtered in a variety of ways. The pages are:
• General Fund Expenditures
• General Fund Revenue, Expense and Transfers
• General Fund Open Encumbrances
• General Fund Journal
• General Fund Transaction Detail