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Trace: • Approved- BUD3100 • ASCENDER Homepage & Quick View Dashboard • ASCENDER - Contract Requisition/Purchase Order Checklist • bud_acc_code_detail_recommended
general:business_overview_loginpagedashboardelements

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general:business_overview_loginpagedashboardelements [2023/08/16 19:38] – emorenogeneral:business_overview_loginpagedashboardelements [2024/04/04 16:07] (current) – emoreno
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     * Each news entry displays a topic and a description. An ellipsis (…) is displayed at the end of the description indicating that additional details are associated with the entry.     * Each news entry displays a topic and a description. An ellipsis (…) is displayed at the end of the description indicating that additional details are associated with the entry.
     * You can click anywhere on the news entry to open the corresponding pop-up window, which displays the full contents of the news entry. Click **Close** or {{:images:xclose.gif?|}} to close the pop-up window.     * You can click anywhere on the news entry to open the corresponding pop-up window, which displays the full contents of the news entry. Click **Close** or {{:images:xclose.gif?|}} to close the pop-up window.
-    * If there are no news entries to display for the current date range or if you do not have permission to a menu item or breadcrumb associated with a record, the following message is displayed: “No news is good news”. +    * If there are no news entries to display for the current date range or if you do not have permission to the application or breadcrumb (menu item) associated with the entry, the following message is displayed: “No news is good news”. 
-   * **Finance at a Glance** - (Business users with permission to Finance, Purchasing, or Warehouse) Displays a personalized summary of accounts based on the user's profile. The table displays the **Account**, **% Rlzd / Exp**, and **Exception** columns. +  * **Finance at a Glance** - (Business users with permission to Finance, Purchasing, or Warehouse) Displays a personalized summary of accounts based on your user profile in District Administration. The Finance at a Glance will display a percentage of received/spent monies based on your user profile. This percentage can be filtered for expenditures less than 80 percent, between 80 percent and 100 percent, greater than 100 percent, and those accounts that have spent money with no budget. Accounts are summarized by fund/year, function, major object (first 2 digits), and organization. The table displays the **Account**, **% Rlzd / Exp**, and **Exception** columns. 
 <div indent> <div indent>
 {{:general:finance_at_a_glance_qv.png|Finance at a Glance}} {{:general:finance_at_a_glance_qv.png|Finance at a Glance}}
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      * This data is retrieved from the general ledger balances in Finance file ID C and is sorted by account code.      * This data is retrieved from the general ledger balances in Finance file ID C and is sorted by account code.
-     * Only accounts with class 5XXX, 6XXX, 7XXX, and 8XXX are included. +     * Only account classes 5XXX, 6XXX, 7XXX, and 8XXX are included. 
      * The table is updated on an hourly basis (at the top of the hour).       * The table is updated on an hourly basis (at the top of the hour). 
      * The following filters are available to view selected accounts and are highlighted with a corresponding color. Select the filter checkboxes as needed to narrow the display of accounts in the table.      * The following filters are available to view selected accounts and are highlighted with a corresponding color. Select the filter checkboxes as needed to narrow the display of accounts in the table.
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        * >100 (red)        * >100 (red)
        * Exception (purple)        * Exception (purple)
-   * **Approval Summary** - (Business users) Displays a list of pending approval items based on the user's profile. If there are no approvals, a message is displayed indicating there are no pending approvals.+   * **Approval Summary** - (Business users) Displays a list of pending approval items based on your user's profile. If there are no approvals, a message is displayed indicating there are no pending approvals.
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-All ASCENDER users created in Security Administration are automatically granted permission to view all dashboard elements. However, the content within the dashboard element is driven by your user profile with the exception of ASCENDER News, which is available to all users. The LEA News may be limited to certain users based on the LEA's preferences when adding the news entry in District Administration.  +All ASCENDER users created in Security Administration are automatically granted permission to view all dashboard elements. However, the content within the dashboard element is driven by your user profile (**Profile Name**) in Security Administration with the exception of ASCENDER News, which is available to all users.  The LEA News may be limited to certain users based on the LEA's preferences when adding the news entry in District Administration. 
 \\  \\  \\  \\ 
 Each dashboard element tile is enabled with the drag-and-drop feature along with row x column layout options to allow you to customize the layout of your dashboard elements. Your selected layout preferences are automatically saved upon logging out of the software. Each dashboard element tile is enabled with the drag-and-drop feature along with row x column layout options to allow you to customize the layout of your dashboard elements. Your selected layout preferences are automatically saved upon logging out of the software.
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 {{page>general:business_overview_loginpageapprovalsummary}} {{page>general:business_overview_loginpageapprovalsummary}}
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general/business_overview_loginpagedashboardelements.1692214708.txt.gz · Last modified: 2023/08/16 19:38 by emoreno

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