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Table of Contents

Table of Contents
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Properties

Page Properties

Report Name

Attribute Value Lists

Summary

The report is consists of a home page that directs the end user to 8 other pages with basic chart visuals displaying what different account/org unit/ work orders etc. correspond to.

Audience(s)

University of Waterloo employees and students

Workspace(s)

Finance Data Workspace (report embedded within Confluence and SharePoint pages)

Data Security

No security applied

Policy 46 Data Classification

Confidential

Updated

4-Mar-22

Status

Status
colourGreen
titlepublished

Report Description

This report contains lists of posting and reporting values for the Unit4 system including:

  • Accounts

  • Org Units 

  • Activities 

  • Student Types 

  • Operating (1*) Projects

  • Research (5*) Projects

  • Capital (4*) Projects

  • Trust (3*) and Endowment (6*) Projects


Data Security

This report has no data security applied to it.

Report Contents

Landing Page

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(1)

Accounts

Attribute Value Lists#Accounts

This button takes the viewer to a page showing the list of published accounts in the Unit4 general ledger.

(2) Org Units

This button takes the viewer to a table showing the list of active org units.

(3)

Activities

Attribute Value Lists#Activities

This button takes the viewer to a table showing the list of active activities.

(4) Student Types

This button takes the viewer to a table showing the list of active student types.

(5) Operating Projects

This button takes the viewer to a table showing the list of operating (1XXXX) projects (i.e. work order categories).

(6) Research Projects

This button takes the viewer to a table showing the list of research (5XXXX) projects (i.e. work order categories).

(7) Capital Projects

This button takes the viewer to a table showing the list of capital (4XXXX) projects (i.e. work order categories).

(8) Trust and Endowment Projects

This button takes the viewer to a table showing the list of trust (3XXXX) and endowment (6XXXX) projects (i.e. work order categories).

Help Button

The help buttons include links to:

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Anchor
Accounts
Accounts
Accounts

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(1) Account table

The table includes the account name and number.

Filter on this visualization using:

  • Any of the columns in the table

(2) Filter Pane

The list is filtered to only show accounts designated to publish (as determined by Finance).

(3) Back (to main Landing Page)

Click on the Back arrow button on the top left to return to the landing page.

Anchor
OrgUnits
OrgUnits
OrgUnits

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(1) Org Unit Hierarchy table

The table includes the org unit name and number, as well as the department, business unit and senior admin that they roll up to in Unit4.

Filter on this visualization using:

  • Any of the columns in the table

(2) Filter Pane

The list is filtered to show only active org units and exclude Corporate and Affiliated Organization org units.

(3) Back (to main Landing Page)

Click on the Back arrow button on the top left to return to the landing page.

Anchor
Activities
Activities
Activities

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Image Added

(1) Activity table

The table includes the activity name and number.

Filter on this visualization using:

  • Any of the columns in the table

(2) Filter Pane

The list is filtered to show only active activities.

(3) Back (to main Landing Page)

Click on the Back arrow button on the top left to return to the landing page.

Anchor
StudentTypes
StudentTypes
Student Types

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(1) Account table

The table includes the student type name and number.

Filter on this visualization using:

  • Student type name

(2) Filter Pane

The list is filtered to show only active student types.

(3) Back (to main Landing Page)

Click on the Back arrow button on the top left to return to the landing page.

Anchor
Operating
Operating
Operating Projects (1*)

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Image Added

(1) Operating Project table

The table includes the project name and number.

Filter on this visualization using:

  • Any of the columns in the table

(2) Filter Pane

The list is filtered to show only active projects beginning with '1'.

(3) Back (to main Landing Page)

Click on the Back arrow button on the top left to return to the landing page.

Anchor
Research
Research
Research Projects (5*)

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Image Added

(1) Research Project table

The table includes the project name and number.

Filter on this visualization using:

  • Project name

(2) Filter Pane

The list is filtered to show only active projects beginning with '5'.

(3) Back (to main Landing Page)

Click on the Back arrow button on the top left to return to the landing page.

Anchor
Capital
Capital
Capital Projects (4*)

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Image Added

(1) Capital Project table

The table includes the project name and number.

Filter on this visualization using:

  • Project name

(2) Filter Pane

The list is filtered to show only active projects beginning with '4'.

(3) Back (to main Landing Page)

Click on the Back arrow button on the top left to return to the landing page.

Anchor
TrustEndowment
TrustEndowment
Trust (3*) and Endowment (6*) Projects

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Image Added

(1) Trust and Endowment Project table

The table includes the project name and number.

Filter on this visualization using:

  • Project name

(2) Filter Pane

The list is filtered to show only active projects beginning with '3' or '6'.

(3) Back (to main Landing Page)

Click on the Back arrow button on the top left to return to the landing page.

Roadmap

Safe Harbor Statement

The following reflects the current plans based on known requests and information, data availability and capabilities in Microsoft Power BI.  It is intended for information purposes only and is not a commitment to deliver any specific reporting or functionality. 

Priorities and timing may change based on future events such as: new items identified, enhanced data and/or system capabilities, or other external constraints.  Future investigation of specific items may also result in the conclusion that the request is not feasible.  We will endeavor to update this roadmap as significant updates become available.

Planned for Next Update

Future Versions and Investigations

  • Attribute definitions

  • Nothing identified at this time


Change History

Version

Status

Changes

Date

1.0

Status
colourGreen
titlepublished

Initial deployment

Oct 27, 2021

2.0

Status
colourGreen
titlepublished

Added Notification App

March 4, 2022