Cal Poly Dashboard Training Manual - Finance Dashboard - How to Use Reports and Filters

Sep 3, 2026

Upload by Connor

Step-by-step instructions explain how to navigate a Cal Poly dashboard, with emphasis on the Finance dashboard. Users learn to choose the correct dashboard, use tabs to run available inquiries and reports, and drill down into hyperlinked numeric values for detailed views. The guide covers navigation via breadcrumbs, selecting business units (commonly SLCMP), configuring report filters, expanding advanced search options, moving results into selected boxes, editing report column headers, collapsing sections, and sorting columns using up/down arrows.

LanguageEnglish

CategoryPresentations

FormatPDF

Pages35

Reading Time12 min

AccessFree to download

Dashboard Navigation

Finance Dashboard Selection

Tabs, Inquiries, and Reports

| Processing Steps / Field Name | Screenshot / Description | | | --- | --- | --- | | 1. Click the down arrow to see a list of dashboards available.
2. Select Finance.
Note: this training focuses only on the Finance dashboard | | | | 3. You are now in the dashboard you selected. The different tabs represent the different
inquiries/reports you have available to run within the selected dashboard. | | | | | | | | | | | | Processing Steps / Field Name | Screenshot / Description | | --- | --- | | Various Reports/Tabs have the ability to drill down on a hyperlinked numeric value by placing cursor on a value and selecting. For example, the My Revenue and Expense Report. After applying your filters to thereport, click on the hyperlinked numeric value to bring up the detail. You can use the Breadcrumbs if you wish to go back to the Report you started with.
Note: This can also be done by clicking return at the bottom of the page, discussed later in the training | | | At the bottom of the page you will see “Breadcrumbs”. These are used to get back to the various reports within the tab selected. Put your cursor over the link and select. | | | Processing Steps / Field Name | Screenshot / Description | | --- | --- | | Each tab will have different filters available depending on the function of the tab.
This example is using filters under the My Revenue and Expense tab | | | Processing Steps / Field Name | Screenshot / Description | | --- | --- | | Select the Business Unit for thereport you want to run. Formost users, this will be SLCMP. | | | Processing Steps / Field Name | Screenshot / Description | | --- | --- | | 1. Select the “down” arrow to see the valid search choices. You can scroll down and find the value you are looking for.
2. If the list is too long and you want to perform a specific search select the More/Search. See below. | | | Processing Steps / Field Name | Screenshot / Description | | --- | --- | | More/Search Feature
To perform a broader search, you have the following options:
1. Name
• Starts
• Contains
• Ends
• Is Like (pattern match)
2. Match Case
• Uncheck | | | 3. Enter the value you are searching for.
4. Select Search.
5. Once you find what you are looking for you can do the following to get the value(s) to move to the Selected box:
Double click the value.
Or Select the value, and then
click on the “Move” icon.
Or
Click on the “Move All”
icon and the entire search results will move to the Selected section. | | | Processing Steps / Field Name | Screenshot / Description | | --- | --- | | Using My Revenue and Expense as an example
The first section “Revenue and Expense Summary” only has two columns available to change for reporting |
| | Select the column headers from the dropdown and click “OK” to update the display |
| | The second section “Revenue and Expense Custom Summary”has six editable column headers to accommodate all fields of a Chart Field String. The headers can be edited to any combination of the available fields on the dropdown | | | The third section “Activity Summary by Year” displays the actuals for the selected fiscal year and the five years prior with two column headers that can be edited | | | Collapse sections to display only the one you would like to view by clicking the carrot to the left of the section name | | | Processing Steps / Field Name | Screenshot / Description | | --- | --- | | Hover your cursor on the desired column. You will see an“Up” & “Down” arrow. This indicates you can sort the column in ascending or descending order. Click onarrow to change sort. | | | Processing Steps / Field Name | Screenshot / Description | | --- | --- | | 1. Right Mouse Click on the | | | column. Select action accordingly. | | | Note: These functions are | | | not available on all reports | |

FAQs

How do you select the Finance dashboard in Cal Poly dashboards?

Click the down arrow to view available dashboards, then select Finance. The training is focused only on the Finance dashboard.

How do drill-down details work for reports with hyperlinked numeric values?

After applying your filters, place the cursor over a hyperlinked numeric value in the report and select it to open the detail view. Breadcrumbs can help return to the starting report.

What options are available for broader search within filters?

Use the More/Search feature to search by Name options such as Starts, Contains, Ends, or Is Like, and optionally control Match Case (e.g., uncheck for broader matching). Enter the value and click Search.

Sep 3, 2026

Upload by Connor