Financial Dashboard
How to Obtain your API Key for the Financial Dashboard
To set up the Financial Dashboard, we need to establish a connection between FIS and the Financial Dashboard. In order to do this, we have set up an API Key token. To obtain the API Key Token, you will need to do the following. Note that this is a ...
FIS User Topics Meeting - September 2023 - Financial Dashboard
September Topic: Financial Dashboard Five-Year Forecast Adding Users Setting Up Filters Recorded: 9/26/2023 Length: 53:13
Financial Dashboard Quick Reference
Overview Tied to FIS information. Most charts/graphs/tables allow you to click to look at the transactions that make up the various chart/graph/table. Expenditures and Revenues are based on the PDE Chart of Accounts function classes. Updates nightly ...
How to Access the Financial Dashboard
You can access the Financial Dashboard using the Financial Dashboard link in the FIS > Fund Accounting application. However, the way you log in may vary depending on if your agency doesn't use Single Sign On or uses Google Single Sign On or Microsoft ...
Financial Dashboard FAQs
Q: What triggers the Financial Dashboard to show the new fiscal year's data? A: The Financial Dashboard shows the new fiscal year information when you change the Current Year field in FIS > Fund Accounting > General Ledger > Directories > Fund ...
How to Add Users to the Financial Dashboard
STEP 1 Log into FIS. STEP 2 Click on Fund Accounting. STEP 3 Click on Financial Dashboard, which takes you to the SCView login page. STEP 4 Log into SCView using your Single Sign on credentials or the username and password credentials. STEP 5 Click ...
March FIS User Group 3/28/23: Financial Dashboard
Click the play button to watch a recording of the Financial Dashboard demonstration: Questions and Answers Q: Is there a report that compare revenue and expenses to budget? A: Not yet. We are going to update some of these charts to include budget ...