FAST Dashboard - Account Director

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Finance > Reporting > FAST > Dashboards > Account Director **Purpose and Scope of this Guide** *"Where did our money go and how much is left?"* As mentioned previously, the Financial Reporting Team has been hard at work creating Dashboards that make it easier to understand your financial data and find the answers you need. **This guide focuses specifically on the Account Directors Dashboard**, which is specifically tailored to support ADs in the day-to-day management of their indexes from one centralized location. If you need a refresher on how to use Dashboards, see our other [Guide](https://scribehow.com/shared/Using_Dashboards_in_FAST_Finance_Reporting__ejPgAU1bTVKUdkMmAhUYrA)

Prerequisites/ You'll need: - access to the FAST Finance Reporting module - to be listed as an Account Director in Banner in order to view the Dashboard See the [Accessing FAST Modules](https://scribehow.com/shared/Access_a_specific_module_in_FAST__lQKGXORkTBeSv-ZkBrGiwQ) guide for more details. Contact the [Financial Reporting](https://www.isu.edu/financeadmin/departments/financial-reporting/our-team/) team with any questions.

Log in to FAST and select the Finance Reporting module from the navigation menu on the left. Once inside the Finance Module, click the "Dashboard" tab

From this screen you'll see all the dashboards available to you in the Finance Reporting module (shown in red below). Click the 'Acct Directors' tab. This dashboard is designed to help you efficiently track spending, monitor budgets, review recent activity, and approve expenses all across their assigned Indexes throughout the fiscal year. A few things to know upfront: - This only displays data for a **single** index and a **single** month at a time. If you'd like to see more than this, click the report's title to open the **full** 'source' report. - You must select both an **Index** and a **Month** to load data. - **Fund**, **Org**, and **Program** auto-fill based on the selected Index. Below you'll find explanations of each report block and how the information each one displays can assist you.

**Missing Dashboards** As a reminder, Dashboard access is based on the group(s) you're assigned to within each module. To view the **Account Directors** dashboard, you must be part of the *'ISU Account Directors'* group, which is synced from Banner and can't be edited in FAST. If you don't see the Acct Directors dashboard, you'll need to be added as an AD in Banner first. Check with your supervisor or IT to confirm that you have the correct Fund/Org Security permissions in Banner.

**'Drill down' Layout** The 4 report blocks in this dashboard are arranged in order of detail from general to specific; starting with summarized, account-level information and getting progressively more granular as you move down the page, ending with individual, transaction-level details. This layout gives you the flexibility to view the most relevant, high-level budget info right up front or dig deeper as needed.

**Dashboard Operating Summary - Index** This report shows all accounts belonging to the selected index, their budgets, and spending totals for both the selected month and current **fiscal** year, with columns included at the end to compare to the previous year. - **Current Month Actuals**: The amount spent during the selected month. - **YTD (Year to Date) Actuals**: the amount spent since the start of the fiscal year (July of last year). - **Adjusted Annual Budget**: The approved budget for the year, adjusted for any changes or reallocations. - **Encumbered**: Funds that have been set aside for future expenses (e.g., purchase orders, contracts) but have not been spent yet. - **Budget Available**: The remaining amount available in an account. Available Amt = Total Budget - (Actuals + Encumbered) - **YTD Actuals One Year Ago**: The total spent over the same period last fiscal year (e.g., July ’24–Feb ’25 vs. July ’23–Feb ’24) - **Year-End Actuals FY (Fiscal Year) 2024**: The final spending amount for the previous fiscal year which can be used for trend analysis.

**Dashboard Payroll Budget – Index** This report breaks down payroll-related budget and spending by account and employee for the selected index and month. It allows you to confirm who is being paid from the index, check payroll charges, and monitor remaining payroll funds. Helpful columns include: - **Original Budget**: Initial payroll budget for the position/employee. - **Adjusted Budget**: Updated budget reflecting any changes (e.g., reallocation, corrections). - **Actuals**: what has been paid for the selected month. - **OS Commitment**: Projected payroll expenses (encumbrances) for the rest of the fiscal year. - **$ Budget Available**: Remaining payroll funds available after actuals and commitments.

**Dashboard Actual P/R by Month - Index** This block is similar to the Payroll Budget report in that it shows payroll activity for the selected index, grouped by account and employee—but here, the data is broken out by month across the current fiscal year. This can be helpful for spotting trends or irregularities from month to month or across seasons/semesters. **Note:** The report includes one column for each month (July–June). Depending on your screen size, you may need to scroll horizontally to view all columns

**P-card History Detail** This report shows details for individual P-Card transactions charged to the selected index for a particular month. Potential uses include reviewing who purchased what and when, reconciling transactions, verifying that charges posted to the correct accounts, and tracking down supporting documentation. **Notes on select columns:** - **Dr Cr Ind:** Debit or Credit Indicator - Expenses show as “D” (Debit) - Returns or corrections show as “C” (Credit) - **Fzrphis Gurfeed Date:** the date the transaction posted to Banner - **Fzrphis Trans Date:** the **actual** date the transaction occurred - **Doc Code:** the ID for the 'bundle' of transactions that came over from Bank of America. Use this number to find the batch of transactions in Banner. - **Fzrphis Trans ID:** the ID of the transaction in Bank of America’s system

**Questions or Suggestions?** If you have questions regarding a your Index(es), please contact your UBO. If there’s anything missing or information you’d like to see added to the dashboard to better support your role as an AD, please reach out to the Financial Reporting or Process Improvement Teams and we’ll see if it’s something that can or should be added for everyone.

FAST Dashboard - Account Director

Patience Ternus
7 steps
21 seconds

Log in to FAST and select the Finance Reporting module from the navigation menu on the left. Once inside the Finance Module, click the "Dashboard" tab