Distributed Dashboards and Excel Analysis Tools to assist departments with process management and assurance
Providing analysis ready for action
The Finance Division distributes three dashboards to departments on a monthly basis bringing together data from a number of key reports:
The Month-End Dashboard – provides Heads of Administration and Finance and Finance Managers with analysis of key Oracle reports to enable review of processes and assessment of month-end positions.
The User Access Dashboard – provides Heads of Administration and Finance and Finance Managers with a snapshot view of Oracle Financials and SAP Concur users within the department, with analysis of key reports needed to complete required checks.
The Expenses Dashboard – provides Heads of Administration and Finance and Finance Managers with analysis of key SAP Concur reports to enable review of processes and transactions.
The Finance Division also provides two analysis tools for use by departments:
Analysis and Actions Tool – provides departmental finance staff with a straightforward way of analysing key reports involved in the ongoing management of Purchase to Pay processes and General Ledger control accounts.
Project Actions Tool – provides departmental grants staff with a method of accessing detailed analysis of their portfolio in respects to managing key risk areas. As of June 2023 the tool can also be used to create and distribute reports to Principal Investigators as an alternative to the PSA report.
The Dashboards and Analysis Tools aim to save departments time by:
Providing analysis of data to save departments time in producing their own analysis.
Highlighting areas that need review or investigation, turning reports into actionable points.
Bringing multiple key reports together in one workbook to provide a more comprehensive picture.
Providing departments with assurance over their activities.
The dashboards are run by the Financial Assurance Team and distributed monthly. Colleagues nominated to receive the dashboards will be notified each month when they are available.
Departments, via their authorised signatory for managing Oracle access, are responsible for managing who receives the dashboards. While no Oracle access is needed to use the dashboards, they provide access to Oracle data and therefore management of access is important.
To make changes to those that receive the dashboards, please go to the Requesting Access page where you can find the links to request or remove access.
When you are granted access to the dashboards you will be sent a link to your dashboards folder. Each month a notification email, also containing this link, will be sent to you to let you know when your dashboards are ready for review.
Please note, there is no training required to receive the dashboards.
Tips: Opening the Dashboards
Opening the dashboards in Excel Online will not give access to the full range of tools contained within the dashboard. Please select the file and open in the app (i.e. open using Excel on your pc or laptop) or download the file and then open.
Unlike the dashboards, the analysis tools are available for departments to run themselves allowing flexibility over when they are used.
The tools can be downloaded using the links in the sections below.
To be able to update the tools users need to be able to run the relevant reports in SplashBI. Details of the reports required can be found in the 'Info' sheets of each tool.
Please note there is no training required to use the tools further to the training required to run reports in SplashBI.
The Month-End Dashboard includes key reports to support month-end covering areas of activity including purchase to pay, research, key control balances, and debt. The analysis and underlying reports underpin key activities such as managing open purchase orders and invoices on hold, reviewing key balances, and checking outstanding debt.
The Month-End Dashboard is distributed by working day 10 after month close. It is intended for review by Heads of Administration and Finance and Finance Managers to provide assurance around the operation of the department, enabling understanding of any risks and areas of weakness.
Detailed guidance is available including details of what to review on the Month-End Dashboard and how to interpret the information on the cards.
The User Access Dashboard includes key reports used by departments to support managing access to Oracle Financials.
Managing access appropriately is crucial to the safety and security of the University’s financial information and the integrity of its system of financial control. Oracle is not linked to other systems (e.g. single single-on) and therefore proactive management is needed. Departments have responsibility for managing access to fit with their staff and processes.
The User Access Dashboard is distributed by working day 3 each month. The dashboard is distributed monthly to allow departments flexibility in their review process. Review is only required quarterly, although some departments may wish to use the dashboard monthly.
Note: Quarterly review of user access is one of the controls around managing access, and it is important these checks are completed.
The Analysis and Actions Tool provides users with detailed analysis of their SplashBI reports in relation to Incomplete Requisitions, Open Purchase Orders, Invoices on Hold, Incomplete AP Invoices and General Ledger Control Accounts. It designed for use by finance staff in charge of monitoring these processes throughout the month and when preparing for month end.
All the information required to run and use the tool can be found within the tool itself in the 'Info' sheet. Please be sure to read this information carefully before using the tool for the first time.
To download a ZIP file containing the Excel tool please use the link below:
Designed to aid post-award teams with the management of their projects portfolio, the tool provides users with an easy method of analysing projects data to assist with identifying potential risks and managing projects throughout their lifecycle.
To download a ZIP file containing the Excel tool and accompanying files please use the link below:
For in depth guidance on interpreting the data within the tool, the risks being highlighted and subsequent actions to take, please refer to the accompanying Project Actions Tool PDF guidance document available through the link below: