How to Navigate the Campus Irregular Invoice Dashboard

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    Navigate to the [**Campus Irregular Invoice Dashboard**.](https://tableau.ucla.edu/#/views/UCLACampusIrregularInvoiceDashboard/MainMenu)
    Click the **View Dashboard By** dropdown menu. Select one of the two available options: - **Organization Code**: Used to view irregular invoices for an organization (multi-departmental view). - **Department Code**: Used to view irregular invoices for one department (single department view).
    **NOTE**: The **Organization Code** option is recommended for those who wish to view irregular invoices for multiple departments within the same organization. The dashboard can only display a single organization's data at a time.
    **IMPORTANT**: A blank dashboard may appear if: - Dropdowns are completed out of order, or - Main Menu dropdowns are not selected before navigating to a dashboard tab.

    View Irregular Invoices by Organization

    Select the **Organization Code** option from the *View Dashboard By* dropdown menu.
    Click the **Enter Organization or Department** dropdown menu.
    Select from the list of available organizations. Type into the **search bar** to further narrow the results.
    **IMPORTANT**: If your organization is not listed, it does not currently have any irregular invoices. The dashboard updates every business day, so continue to check back for changes.
    Click the **green forward arrow** button.
    The *Campus Irregular Invoice Dashboard* will display.
    **NOTE**: The above screenshot displays all possible dashboard fields. These fields are dynamic and populate based on current data. If specific table fields do not populate on your dashboard, it means your selected organization or department does not have invoices that pertain to that field.

    View Irregular Invoices by Department

    Select the **Department Code** option from the *View Dashboard By* dropdown menu.
    Click the **Enter Organization or Department** dropdown menu.
    Select from the list of available departments. Type into the **search bar** to further narrow the results.
    **IMPORTANT**: If your department is not listed, it does not currently have any irregular invoices. The dashboard updates every business day, so continue to check back for changes.
    Click the **green forward arrow** button.
    The *Campus Irregular Invoice Dashboard* will display.
    **NOTE**: The above screenshot displays all possible dashboard fields. These fields are dynamic and populate based on current data. If specific table fields do not populate on your dashboard, it means your selected organization or department does not have invoices that pertain to that field.
    **NOTE**: If the listed CAO / CFO information is incorrect, email [psg-news@finance.ucla.edu](mailto:psg-news@finance.ucla.edu).

    Utilize the Dashboard Filter Menu

    Select your desired filter from the navigation pane on the left-side of the dashboard. - **Organization Code & Title**: Populated by the information you selected on the Main Menu landing page *(cannot be changed on this screen).* - **Department Code & Title**: Used to view one or more departments *(cannot be changed on this screen if you selected "View Dashboard By Department" on the Main Menu landing page).* - **Vendor**: Used to filter by one or more vendors. - **CAO/CFO**: Used to filter by one or more CAO/CFO groupings. - **Workflow Step/Hold Reasons**: Used to filter by one or more workflow step/hold reasons. **NOTE**: Multiple filters can be applied at any given time.
    To apply multiple criteria to a single filter, select the desired checkbox from the dropdown menu or utilize the **(All)** option.
    **NOTE**: If the listed CAO / CFO information is incorrect, email [psg-news@finance.ucla.edu](mailto:psg-news@finance.ucla.edu).

    Utilize Dynamic Filtering

    The actual dashboard content is dynamic and supports the same filtering options as *Dashboard Filter Menu*. To enable a dynamic filter, click on the desired dashboard element (i.e., a line item or chart section). Frequently used filters include: - **Vendor**: Used to filter by one or more vendors. - **CAO/CFO**: Used to filter by one or more CAO/CFO groupings. - **Workflow Step/Hold Reasons**: Used to filter by one or more workflow step/hold reasons. Multiple filters can be applied at any given time by pressing the **CTRL key while clicking**. **EXAMPLE**: The below screenshot selects the **Insufficient PO Funds** element under the *Workflow Step/Hold Reasons* section.
    The *Dashboard* will display an updated, filtered view of irregular invoices associated with the selected element. **EXAMPLE**: The below screenshot displays a filtered view of irregular invoices with *Insufficient PO Funds*.
    **IMPORTANT**: Dynamic filters do not flow into the **Irregular Invoice Dashboard Invoice Details** tab.
    To remove a dynamic filter, click on the element again.
    **NOTE**: If the listed CAO / CFO information is incorrect, email [psg-news@finance.ucla.edu](mailto:psg-news@finance.ucla.edu).
    **NOTE:** For more information on downloading Dashboard data as an Excel file, refer to [How to Download the Irregular Invoice Dashboard's Invoice Details.](https://scribehow.com/shared/How_to_Download_the_Irregular_Invoice_Dashboards_Invoice_Details__CfyDy5EhRMKCNyWbEz1N6A?referrer=workspace)

    Access Invoice Details

    **IMPORTANT**: To view invoice details, selections must first be made on the *Main Menu*. A blank dashboard may appear if: - Dropdowns are completed out of order, or - *Main Menu* dropdowns are not selected before navigating to a dashboard tab.
    From the *Main Menu*, click the **View Dashboard By** dropdown. Select one of the two available options: - **Organization Code**: Used to view irregular invoices for an organization (multi-departmental view). - **Department Code**: Used to view irregular invoices for one department (single department view).
    Click the **Enter Organization or Department** dropdown. Select from the list of available organizations. Type into the **search bar** to further narrow the results.
    **IMPORTANT**: If your organization is not listed, it does not currently have any irregular invoices. The dashboard updates every business day, so continue to check back for changes.
    Click the **green forward arrow** button.
    The *Campus Irregular Invoice Dashboard* will display.
    **NOTE**: The above screenshot displays all possible dashboard fields. These fields are dynamic and populate based on current data. If specific table fields do not populate on your dashboard, it means your selected organization or department does not have invoices that pertain to that field.
    Click the **Campus Irregular Invoice Details** tab at the top of the dashboard. **IMPORTANT**: Navigating to the **Campus Irregular Invoice Details** tab prior to making selections on the *Main Menu* will result in display errors.
    The **Campus Irregular Invoice Details** page will display.
    **NOTE**: To view data without downloading: 1. The scroll bar at the bottom of the page may be utilized to view additional columns (e.g., Invoice Owner, Created Date, Invoice Date, Matching Status). 2. Additional Filters can be applied by utilizing the header's filter dropdown menus, as necessary. 3. Select the header of a column to sort it. 4. Invoice Owner is derived from Bruin Buy *Plus*' **PO Owner** data.
    **NOTE:** For more information on downloading Dashboard data as an Excel file, refer to [How to Download the Irregular Invoice Dashboard's Invoice Details.](https://scribehow.com/shared/How_to_Download_the_Irregular_Invoice_Dashboards_Invoice_Details__CfyDy5EhRMKCNyWbEz1N6A?referrer=workspace)
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