*** This version of Confluence is for testing only and contains a copy of content from June 29th 2026. No changes will be preserved. ***
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Created by
Nancy Bolduc, last updated by Sharon Helen Markus on Feb 04, 2025
2 minute read
The following dashboards are automatically updated every morning by 7:00am.
Only the Library Finance and Budget Office members have access to view these data dashboards.
Accessing and Using Data Dashboards - Detailed Instructions
| Description | LDP Tableau Dashboard (available until Feb 24) | Metadb Tableau Dashboard (not available Feb 10-14) | Instructions |
|---|---|---|---|
| This dashboard was created to assist the Finance and Budget Office team with Daily Reconciliation. It provides the total amount of vouchers for the most recent day of approvals. It also splits the total amount of vouchers approved sent to KFS and the ones approved manually. It also provides the YTD transactions amount. Search vouchers and paid invoices by date range is also available. Downloads to add to KFS Distribution of Income and Expense documents can be performed. | LDP FBO Daily Reports | ||
| This dashboard was created to assist the Finance and Budget Office team with gathering information about invoices in reviewed status. It also provides the list of invoices in reviewed status for which no fund and/or expense class have been selected in Folio. Search for invoice lines and adjustments data can also be performed. | LDP FBO Invoices in Reviewed Status | ||
| This dashboard was created to assist the Finance and Budget Office team with Reconciliation. This dashboard is similar to the FBO Daily Reports dashboard, but only provides vouchers information searchable by voucher approval date. This dashboard will be useful for late process of KFS Distribution of Income and Expense documents and to verify voucher amounts from previous dates. | LDP FBO Vouchers Date Range | Metadb FBO Vouchers Date Range | |
This dashboard provides data on fees and fines for lost items along with fees and fines sent to the Bursar to enable FBO to reconcile lost item transactions on a monthly basis. | LDP FBO Lost Items Monthly Reconciliation | Metadb FBO Lost Items Monthly Reconciliation |