Description
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Fiscal Panther Purpose-based is a tools tool for reviewing and managing 02/04/06/09 accounts with non-zero purpose codes. Spending, revenue, and projections can be tracked. |
Key Business Questions
This dashboard allows tracking of 02/04/06/09 accounts with non-zero purpose codes. Spending, revenue, and projections from PBCS Operating Funds Forecasting are included. Spend and revenue can be viewed by RC, department, and purpose code. Trends for the past 5 years can be viewed. Individual transaction data can be viewed as well, including Panther Express Purchase Order data, credit card purchases, and Concur travel expenses.
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Usage Guide
There are 5 tabs in this dashboard that can be navigated to directly:
Department Landing | Historical Expense & Revenue | Labor Distribution | SPAR and TEAM | Query Page
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Transaction Details can only be reached by first navigating to Query Page, then clicking on a transaction for more details.
Selection made for the RC, Entity, Department, Purpose, Donor Restricted, and Projections filters are carried across each tab.
Info icons ( i ) can be seen throughout the dashboard. Hovering over these the info icons 
will provide more details.
Many parts of this dashboard have an export button that allow you export the list of data shown can be exported to an .xlsx file by using the green Export buttons.
Department Landing
The Department Landing is a summary for the entity/department/purpose combinations you have selected. This page will default to show all departments in the RC selected that you have access for, but filter selections can be used to select one or more departments.
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At the bottom right is a viz that compares monthly spend for the past 5 years.
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Historical Expense & Revenue
This dashboard slices historical spend and revenue in a few ways. You can choose to show the data year-to-date or year-over-year. You can also display the amounts in dollars or percentages. The last 5 years of data are shown.
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The right visualization shows how the total expense and revenues for each year are broken into different categories.
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Labor Distribution
This tab shows Labor Distribution for the selected department(s). The categories/bars on the left visualization can be clicked to filter the rest of the dashboard. No projections are shown on this page.
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SPAR and TEAM
This page displays a list of SPAR distributions and TEAM rates and tasks, depending on the selection. Projected salary information is displayed here. If you want to click on an export button, the data you want to export must be displayed. Otherwise, you will download an empty file.
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Transaction Review
Please be aware that there are a lot of data behind this page. It may take some time to load and some time to apply filter selections.
This tab is for searching and viewing a list of transactions for the selected account(s). All transactions are shown by default, but you can choose to see encumbrances only by selecting the ‘Show Open ENCUBRANCES’ PEX Encumbrances’ button.
Clicking on a Supplier or Expense Category on the left will filter the rest of the data. Clicking on ‘Click for Details’ will navigate to the Transaction Details page.
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Drilldown
This page will be empty unless the Query Page is used to navigate to it. This tab When selecting 'Click for Details, ' this page shows transaction details including General Ledger, invoice, check, and transaction-specific data (Concur, credit card, PO).
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What is the source of this information?
There are many sources of data for this dashboard:
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All data are updated in the early morning with the previous day’s data. The dashboard refresh is usually completed by 9:30am each day.
How do I get access?
You will automatically have access to this dashboard if you have GL Mart Access. You will see all purpose-based account strings you have access to.
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