Fund Deficits Dashboard Instructions

Steps to gain access to the Fund Deficits Dashboard

  1. You will first need to go to the Dashboards website by following the link below:
  2. Click on the UND Internal Dashboard logo
  3. This will bring you to a new page and you will see on the right hand side where it says “Sign-In to Access UND Internal Dashboard”
  1. Click on it and this will bring you to a sign in page
  2. If you would like you can add the URL to your favorites and you will not have to do steps a-d every time
  1. Now you will need to sign-in
  2. You should be able to sign-in using the username and password that you use for PeopleSoft
  3. If you are unable to sign in you need to contact Sharon Loiland
  4. Finding the Fund Deficits Dashboard
  5. You will see at the top of the page a drop-down called or “UND Finance & Operations”
  1. Click on “XXXXXXXXXXX” and find Fund Deficits and click on it
  1. Displaying the Dashboard Chart
  2. You should now see a text box, and this will be used to search for the deficits you are assigned to.
  1. You will not type in the individual Fund in this box
  2. You will search by division or college
  3. For example, if you are a part of Athletics, you would type in Athletics, not a specific fund associated with Athletics
  4. If you are not sure what to type in the text box, click on the show dashboard button and go to number 6
  5. Once you have figured out what you assigned to, type the lookup name in the box and click show dashboard
  6. You must click on the button, you cannot use the enter key on your keyboard
  7. A chart should show up on your screen displaying all the fund you are assigned to that has a deficit
  8. NOTE: this dashboard does not show funds that are not deficits
  1. Exporting the Data
  2. Once you have found your deficits you can export the data to Excel if you’d like
  3. You can do this by right-clicking on the chart and clicking on “Export Chart Data”

  1. Click on open at the bottom of the screen and an Excel file will open up.
  1. Figuring out the Lookup Name
  2. If you are at this step you are unsure of what to type in the test box
  3. There is a link on the left hand side of the dashboard that says “Finding Lookup Name”

Finding Lookup Name

Instructions for using dashboard

  1. If you click on that link Excel spreadsheet will open
  2. You will then be able to filter the “Access to iDashboards” Column to only show your name
  3. Once you have filtered the spreadsheet to show your name, the names in the Lookup Name Column is what you will type into the text box in the dashboard.
  4. If there is multiple names in that column you can pick which one you want to type in.
  5. YOU DO NOT NEED TO TYPE THE THING IN
  6. For Example, if you are assigned to Housing/Revenue Bonds/VP Student, you can type in any of the three options.
  7. This Excel Spreadsheet is located on the Controller website, along with these instructions
  8. These Instructions are also linked in the dashboard as well