Dashboards and Reports
Emory Business Intelligence
The suite of financial reports available in EBI is sourced from the original transaction system such as Compass, Emory Express, or the Effort Reporting System (ERS). The data is a direct reflection of what is found in the source system. No manipulation of the data takes place in EBI. Data from the source system may be summarized according to business requirements.
Managerial and operational reports are provided to allow users to administrate unrestricted operating budgets, sponsored and non-sponsored projects. Please note that report names are clickable links to the reports in EBI, but you will be prompted to sign in if you have not already done so.
Account Administrator Roles Reference
The Account Administrator Roles Reference dashboard displays the most current role or roles assigned to staff and faculty through the Account Administrator tool in Compass. It can be used as a quick reference to search assignments by various Chartfields, the Employee Role, or by Employee.
This Dashboard allows you to enter a SpeedType and display the corresponding Chartfields or to search for a SpeedType by Chartfields. This is similar to the SpeedType Maintenance page in Compass and can be accessed from any of the menu sections below.
All Funds - Fund Balance Report
An enhanced version of the MGT 4440, the All Funds - Fund Balance Report provides a fund balance across all fund codes by project, academic unit, and department. Unlike the budget position report, this report takes the fiscal year beginning fund balance for a project, the fiscal year to date total revenues, expenses and transfers, and calculates an ending balance as of the specified date.
NEW: The All Funds - Fund Balance Trend has been added to the existing dashboard. This report provides a trend of the fiscal year end fund balance over the life of a project, giving insight into the flow of funds over time.
Similar to the MGT 4102, the All Funds - Position Report provides net revenues and net expenses by account category, across fund type, including totals for each account category and a calculated percentage shown as the percentage of total revenues or total expenses as applicable.
Business Officer Performance Management
The Business Officer Performance Management Dashboard provides a collection of reports designed to give a business officer indications of performance and the ability to proactively manage finances based on trends and a variety of performance indicators. With an enterprise to individual approach, pages within this dashboard can be run at a high level summary view across the enterprise, while also allowing the ability to drill all the way to line item information.
View more details about the pages contained on the Business Officer Performance Management Dashboard.
PI Financial Portal - (formerly the Faculty Financial Summary)
The PI Financial Portal allows faculty to access their complete sponsored and non-sponsored portfolio on-demand. This dashboard is intended to serve as an "online bank account" style view of a faculty member's portfolio, providing current balances based on expenses that have already occurred. Faculty members have the ability to set the PI Financial Portal dashboard as their home screen in EBI, no navigation required. View more details and resources for faculty members.
Investment Funds Spending & Market Value
The Investment Funds Spending & Market Value Dashboard is intended to provide endowment and related spending project information to the broader finance community. This dashboard will provide users the ability to view endowment and spending project information; drill to journal level detailed information; budget for scholarship spending in an effort to reduce financial aid impact to unrestricted funds; and see details related to restricted fund utilization. This dashboard contains data from Compass and Fund driver to give users a more complete picture of endowment funds in one source.
This Dashboard allows you to enter a SpeedType and display the corresponding Chartfields or to search for a SpeedType by Chartfields. This is similar to the SpeedType Maintenance page in Compass and can be accessed from any of the menu sections below.
Balance Sheet Transaction Detail Report (BSTDR)
Shows a detailed view of actuals for Balance Sheet accounts (account codes less than 40000) for the prompt values you select.
This dashboard contains all budget to actual reporting (formerly known as budget position reports). It includes an All Funds Summary, Summary and Detail by Fund Category (UOB,NSP, and SPP), and Fiscal Year Trends for UOB and NSP. This dashboard should be used as the primary reporting source for fiscal year budget to actual performance.
- View the All Funds Summary Job Aid
- View the Summary and Detail by Fund Category Job Aid
- View the Fiscal Year Trends Job Aid
- View the Multi-Year Trend Job Aid
Budget Transaction Detail Report (BTDR)
Shows a detailed view of original budgets, adjustments, and transfers. This is functionality that is not available with current reporting.
Earnings Distribution and Projection Available to users with Labor Security Access only
This report shows a managed employee's current earnings distribution across all employee job records and gives projections up to two additional fiscal years. It also highlights when the employee is distributed at less than 100% due to a project or budget end date.
Encumbrance Transaction Detail Report (ETDR)
This is an enhanced version of the current encumbrance query showing your encumbrance balance with a detailed view of purchase orders and liquidated vouchers.
Labor Transaction Detail Reports (LTDR) Available to users with Labor Security Access only
Labor reports in the Emory Business Intelligence Tool have four tabs (or pages) which give you four different labor reports to choose from: by transaction, by charged employee, by managed employee, or a combination of the two. This report replaces the Labor Distribution Report previously run from WebFOCUS.
Non-Sponsored Projects LTD Actuals Trend
Provides a trend by fiscal year for LTD actuals that have posted to non-sponsored projects. This dashboard is designed to assist in developing a budget for non-sponsored projects by enabling users to see past spending trends.
Revenue and Expense Transaction Detail Report (RETDR)
Shows a detailed view of actuals for the prompt values you select, with the capability of filtering by award, project, or PI, as well as additional Chartfields. This is an enhanced version of the current AllTrans query.
This Dashboard allows you to enter a SpeedType and display the corresponding Chartfields or to search for a SpeedType by Chartfields. This is similar to the SpeedType Maintenance page in Compass and can be accessed from any of the menu sections below.
The Project Team Reference Dashboard provides a report of team members, their roles, and their committed effort for Sponsored projects. It can be filtered by Award, Project, Role, and Team Member Name for current projects with the option to include past and future projects.
Please Note: The committed effort listed in this report reflects the effort level specified in the original proposal to the agency or otherwise explicitly negotiated with the agency prior to the award.
This dashboard includes sub-reports that break out data by school and department and show variances against prior periods. It provides Monthly/Annual Expenditures Reports, Award data, and a Five-Year Trend.
The Award Closeout Report displays details about awards based on their end date. The dashboard consists of two reports, the Summary, and the Table View. This report is useful when you are looking for awards with negative cash balances that have ended or will end during the time period prompted. The Summary view can be used to see Counts and Cash Balances by category and the Table view displays specific details for each award.
Budget to Actual Reporting - Sponsored Projects
Similar to the Budget to Actual Reporting dashboard in the FMS - Operational folder, this dashboard contains a summary and detail budget to actuals report and a financial trend report for life to date activity on Sponsored Projects.
Provides the percentage of committed effort, the percentage of charged effort, the percentage of certified effort and a variance of the certified vs. committed effort. The report can be run by Operating Unit, Department, Award, Project, Individual employee, or Assigned Pre-Reviewer. All effort pages that contain employee payroll have the same security as the labor report.
Therefore, only authorized charged or managed employee detail will appear based upon your security configuration.
Provides salary distribution for employees paid from sponsored projects. This report provides an indication that a salary cap exists for an award, as well as the amount of the salary cap, when applicable. In addition, this report provides a calculation of the maximum amount of salary the employee could charge per effort reporting period in order to avoid exceeding the sponsor-imposed salary cap.
Provides the ability to view the status (pending, pre-reviewed, certified) of effort certifications by Operating Unit, Department, Award, Project, or Assigned Pre-Reviewer. All effort pages that contain employee payroll have the same security as the labor report. Therefore, only authorized charged or managed employee detail will appear based upon your security configuration.
This Dashboard provides a monthly proposal statistics summarization of the number of proposals received by the university, as well as funding information for those proposals.
Sponsored Research Accounts Receivable Aging Report
Provides a report of payments to Emory on sponsored projects and their aging status if late. The report allows users to analyze late payments on Sponsored Projects and provides details regarding the agency information, contract information, PI, and invoice due dates. For late payments, aging is broken into periods of 1-30 days, 31-60 days, 61-90 days, 91-120 days, and greater than 120.
Sponsored Research Financial Summary
Previously available in FORS, the Sponsored Research Financial Summary provides a snapshot of the Cash and Budget position for a particular award.
The Report is multi-layered as follows:
- Shows the Asset and Liability position as well as Available Balance at an award level.
- Drill down on an Award resulting in a list of Projects associated with the selected award that shows the Asset and Liability position as well as Available Balance at a project level for that award.
In addition the report enables reporting for the 11330- Research Participant Payment Fund. The report can be run by Operating Unit, Department, PI, Award, Contract type, etc.
PI Financial Portal
(formerly the Faculty Financial Summary)
The PI Financial Portal is a dashboard in EBI created to allow faculty to access their complete sponsored and non-sponsored portfolio on-demand. The PI Financial Portal is intended to serve as an “online bank account” style view of a faculty member’s portfolio, providing current balances based on expenses that have already occurred.
Benefits of the PI Financial Portal Dashboard include:
- One source to review balances for entire portfolio, including Sponsored Projects and Non-Sponsored Projects
- Includes Sponsored Projects where faculty member has been identified as either the Award PI or the Project PI
- The ability to set the PI Financial Portal as the faculty member's home screen upon logging into EBI
- No navigation required
- Report runs automatically based on faculty member logged in
- The ability to customize views in the Dashboard
- See what information is important to you, arranged in a format that makes sense to you
- Save customized view so that the report is always formatted in the way you want
The Sponsored Projects and Non-Sponsored Projects that populate the PI Financial Portal dashboard are driven by the roles that have been assigned to that faculty member via the Account Administrator tool. If you are unsure if you have been assigned roles, please check with your department administrator.
Resources Available for Faculty:
Faculty who wish to explore customizations of the PI Financial Portal on their own are encouraged to utilize the instructions provided in the Staff Version of the Job Aid.
Resources Available for Staff:
Financial reports formerly accessed through nVision reports have now been replaced by reports in EBI. Please refer to the cross reference below to determine which report to run in EBI.
Which report should I run?
nVision
- BOP 2230, 2232, 2234 = Budget to Actual Reporting (Summary & Detail Reports by Fund Category - Unrestricted Operating Budgets Page)
- NSP 2240, 2242, 2244 =Budget to Actual Reporting (Summary & Detail Reports by Fund Category -Non-Sponsored Projects Page)
- SPP 2240, 2242 =Budget to Actual Reporting (Summary & Detail Reports by Fund Category -Sponsored Projects Page)
- EU_ALLTRANS_QUERY = Revenue & Expense Transaction Detail Report
- ENCUMBRANCE_QUERY_2012 = Encumbrance Transaction Detail Report
- MGT 4440 = All Funds - Fund Balance Report
- MGT 4102 = All Funds - Position Report
Note: The data warehouse contains historical data as it exists in Compass:
- FY08 Summary Data
- FY09 Monthly Summaries
Detailed historical data can be obtained by using the AMO 90/91 Reports.
More information about Historical Reporting can be found on the Finance Division website.
To see historical data contained on AMO 90/91 reports, click one of the following specific years. You will be able to see and print AMO 90/91 reports for that year.
Note that this information was produced by Emory's legacy financial accounting system (FAS) and is not available in Compass. However, access to AMO 90/91 reports requires access to the Compass Report Management System. After you have access to the Compass Report Management System, contact Anita Paye at apaye@emory.edu to request access to the AMO 90/91 reports.
NOTE: If you need AMO 90/91 information from a year prior to 2003 or if a specific report is not available, contact the Controller's Office at compass@emory.edu.