Compare the Dashboards and Data Sources

The Active Student Dashboard provides a summary of current “active students” (students are de-activated after 3 terms of inactivity). Use this dashboard to view a breakdown of students by program or degree, generate contact lists, or identify students with outstanding service indicators.

• How many students are currently enrolled across each of the majors offered in my school?

• Which advisor(s) have the lowest / highest number of assigned students?

• Who are the students assigned to a specific advisor? What are their demographics / test scores / grades?

• Which students matriculated for the current term have not yet enrolled?

• Which students have outstanding holds that will block enrollment?

• What are the demographics of students associated with a specific school / degree program?

• Which active students have not yet enrolled in the current / upcoming term?

• Can I get a student mailing list?

The Class Schedule Dashboard offers a summary of University classes, including information on number and frequency of offerings, enrollment capacity, waitlist capacity, and assigned instructors so that users can analyze trends in class demand and instructor load.

• What Accounting undergraduate classes are offered in the Fall 2023?

• What classes are offered by School of Education?

• How many students are enrolled in my classes? How full are classes compared to enrollment capacity?

• Which classes are listed as online classes?

• Which classes have less than 50% enrollment capacity?

• What are the meeting days/times for my classes?

• Which instructors have the highest/lowest course loads last semester?

The Student Enrollment and Tuition Forecasts and Actuals Dashboard offers summary level aggregation of student enrollment, tuition, and credits, as well as budgets (forecasts). The data is budgeted for school, career level, load, residency, and tuition attributes.

• How many students are enrolled in a particular term? What is the tuition amount?

• What were the enrollment and tuition projections and what is the variance?

• What is the enrollment/tuition for online programs?

• What is the full-time enrollment at my school, and what is the tuition credited?

The Student Enrollment Dashboard offers academic and enrollment information for students enrolled in a selected term. You can review students’ academic information, performance indicators, assigned advisors, generate contact lists, review summarized enrollment demographics, or look at tuition and enrollment summaries and trends.

• How many students are currently enrolled in each plan/subplan offered by my school?

• Who are these students? What are their demographics/grades/credits?

• What students are assigned to a specific advisor?

• What are the overall enrollment demographics of my school?

• Can I have a contact list of first-time students enrolled in my school in the fall?

• What is the full-time enrollment at my school, and what is the tuition credited?

The Graduation Dashboard provides academic and degree information for students who graduated in a selected Fiscal Year/Academic Term. Use this dashboard to view the graduation numbers by degrees and academic plans or demographic metrics or generate a list of students with their respective graduation addresses. Users may also use this dashboard as a template to build or customize their own versions of the dashboards.

• How many students graduated in my School/Program/Plan in a selected Academic Term?

• How many degrees were received by each Degree Type?

• How many students graduated in a particular Academic Plan?

• What is the average and median term GPA for an undergraduate degree?

• How many years did it take a freshman cohort of students to graduate?

• What are the graduation demographics of students associated with a specific program/plan?

Fiscal Panther: Operating is a tool for reviewing and managing operating (02/03 account) funding, spending, and projections. Encumbrances from the Operating Funds Forecasting or PantherExpress applications are also included.

• Does my department have an account that is over balance, or projected to be over balance?

• What is the budget and actual spend on an account by Subcode?

• What SPAR distributions are on an account?

• What are the invoice, check, PO or Concur details of a transaction?

• What transactions have hit an account, and which are projected to hit?

• Which purchase orders have an encumbrance?

• How does my spending this year compare to previous years?

• Which employees' salaries come from the account I manage?

Fiscal Panther Grant Administration is a tool for reviewing and managing grant funding, spending, and projections for active grants. It pulls together data across PRISM, PBCS, and PERIS to provide account administrators a unified view of their budgets vs. actual spend and encumbrances at the RC, Department, and individual project level.

• What is the current remaining balance on a PI’s grant? What is the remaining balance after PBCS projections?

• Does my department have any projects that are over balance, or projected to be over balance?

• What is the budget and actual spend on a grant by Subcode?

• What SPAR distributions are on a grant?

• How many awarded and proposed grants does a department or PI have?

• What is the actual and projected spend of all Subawards in a project?

• What are the invoice, check, PO or Concur details of a transaction?

• What transactions have hit a grant, and which are projected to hit?

• Which purchase orders have an encumbrance?

The Grants by End Date dashboard is for reviewing active project by the award end date, to quickly find projects that are past then end date or ending in the next 30, 60, 90 days and beyond. It pulls together data across PRISM, PBCS Grants Forecasting to provide account administrators a unified view of their budgets vs. actual spend and encumbrances at the individual project level by Department,

• What projects have past the award end date?

• Does my department have any projects ending soon that are over balance, or projected to be over balance?

• What projects are ending in the next 60 days?

• What projects are over budget?

Fiscal Panther Purpose-based is a tool for reviewing and managing 02/04/06/09 accounts with non-zero purpose codes. Spending, revenue, and projections can be tracked.

• What is the actual spend on an account by Subcode?

• What SPAR distributions are on an account?

• What are the invoice, check, PO or Concur details of a transaction?

• What transactions have hit an account, and which are projected to hit?

• Which purchase orders have an encumbrance?

• How does my spending or revenue this year compare to previous years?

• Which employees' salaries come from the account I manage?

Fiscal Panther Transaction Review is a tool for reviewing and searching GL and PO transactions. All entities are included.

• What are the invoice, check, PO or Concur details of a transaction?

• What transactions have hit an account, and which are projected to hit?

• Which purchase orders have an encumbrance?

This dashboard contains four visualizations to provide visibility into historical labor
distribution expenses, current SPAR and TEAM data for salaried and bi-weekly employees, respectively, historical SPAR distributions and individual employee labor expenses and SPAR/TEAM information.

• Which employees' salaries come from the account I manage?

• What SPAR/TEAM distributions are on an account?

• What was the historical effort on my accounts?

• Which compensation expenses are forecasted for my accounts?

• How much overtime has been charged to my accounts?

Fiscal Panther Purchase Order Review is a tool for reviewing and searching purchase order transactions. The University’s purchasing system is PantherExpress. POs approved the day before are imported nightly into PRISM and then into the data warehouse for reporting.

• What are the invoice and check details for a PO transaction?

• What PO transactions have hit an account, and which are projected to hit?

• Which purchase orders have an open encumbrance?

This Researcher Overview dashboard offers a summary of submitted and awarded project proposals entered into the PERIS application. We provide different views where you can search for summary and detailed information about projects associated with a particular PI, non-PI collaborator, Department, or Project Title/Keyword.

• How many awards and award dollars has Researcher X brought in over the last 3 years?

• How many proposals has Researcher X been listed as a collaborator on?

• What kinds of research projects (using keywords) does Researcher X lead?

• What kinds of research projects (based on keywords) come out of Department Y?

• Who are researchers working on projects related to keyword Z?

This suite of dashboards was created to support the new subaccount process and provide increased visibility for the overall activation and modification of sponsored projects between the PERIS MyFunding and PRISM RPA applications.

• Which of my awards in PERIS have corresponding activated financial accounts?

• How long have my awards been awaiting budget activation?

• How do I find out the status of an award? What is the current status of my project activation requests?

• What is the current status of my subaccount requests? How can I find out if my subaccounts were pre-approved?

• Have my subaccount recipients reallocated their budgets into appropriate subcode categories?

• What is the current available budget (by subcode) in my projects?

• Which of my projects are subject to indirect cost exclusions? Which subcodes are included / excluded from the calculations for my projects?