Enhanced Financial Management Reporting dashboard now available

January 25, 2018

Cal Answers Financials and BAIRS Community,

We are excited to announce that the enhanced Cal Answers Financials Financial Management Reportingdashboard is now available! The enhancements are based on your feedback and include the addition of four new management reports and expanded filter options. You are no longer required to filter on an Org Level 3 from the report prompts. You only need to select and apply at least one filter from either the Org levels, Fund options, CF1, or CF2, but performance is better the more you narrow your search.

About the Enhanced Financial Management Reporting dashboard

The Financial Management Reporting dashboard allows you access to financial reporting from a summary level to the transaction detail level. The dashboard is designed with tabs to meet the specific needs of different user communities. The first release provided the SRECNA (Statement of Revenue, Expense and Changes to Net Assets), Summary by Chartfields, and Transactions reports.

With this release, there are now four new reports available for anyone who needs a quick and simple way to view the monthly financial activity for their unit(s):

  • By Month: Provides a monthly format for tracking the trend and seasonality of Revenue, Operating Transfers, Compensation Expenses and Non-Compensation Expenses at a summary level, with drills to the transaction detail

  • Revenue & Transfers: Displays all Revenue and Operating Transfer transactions based on the selected filters.

  • Compensation Expenses: Shows all Compensation Expense transactions based on the selected filters.

  • Non-Compensation Expenses: Provides all Non-Compensation Expense transactions based on the selected filters.

The summary level tabs (SRECNA, Summary by Chartfields and By Month) show activity through the selected Accounting Period. All other tabs are at the transaction detail level and show activity only for the selected Accounting Period(s).

Sign up for a demonstration and/or review online training materials

Sign up for a demo of the enhanced Financial Management Reporting dashboard on the Cal Answers Financials webpage. Demonstrations are scheduled in University Hall, room 150 for February 6 from 11am-12pm; February 15 from 11am-12pm;  February 22 from 2pm-3pm;  and February 27 from 2pm-3pm. Additional training materials are available on the Cal Answers Financials webpage.


Contact the Cal Answers Help Desk at 664-9000 (ext. - option 1, then option 2) or calanswers-help@berkeley.edu

Dashboard Feedback

We value your feedback! To reach the Project Team, please contact calanswersfinancials@berkeley.edu

Thank you,

Cal Answers Financials Team


Office of the Vice Chancellor of Finance