Finance Authority Dashboard
The Finance Authority Dashboard displays the scope of authority granted to and granted by individuals within Authority Manager. This report uses prompts consistent with financial reporting institutional dashboards. Use this report to query all authority, both financial and non-financial system authority.
Users must have Financial Reporting authority to run this report. Otherwise, use Authority Reports, which can be accessed from the Authority Manager home page or from OBI reporting.
Watch the FinLearning Video Series/Financial Authority lesson for financial management training
Sample Business Questions
- Who can approve financial transactions for my org, and what are their dollar limits?
- Who can create financial transactions in my org, and in which systems?
- Who can create reporting of different areas and levels.
- Who can grant authority for specific privileges and at which org level?
- What is the authority of a specific individual?
Selection Criteria
To retrieve results, be sure to follow the Selection Criteria instructions near the top of the screen. Refer to Using Selection Criteria for OBI Reports for more guidance.
Inputting multiple selection criteria will provide more detailed reporting and may improve performance.
Type of authority grant:
- Selecting a System will display only relevant options for Business Function, which when selected, will show only relevant Privileges.
- Selecting Grantable returns the name of individuals who can currently grant authority and specifies the particular privilege and organization.
Organization:
- Scope Organization returns the individuals who have authority for the specified org or higher scope orgs in that orgs lineage. When using this criteria the parent lineage up to AAOO is displayed.
- Grantee Organization returns grantees whose job assignment falls under the selected Org Hierarchy.
- Grantor Organization returns grantees and their related authority grants that have been given by a grantor currently within the job assignment org.
Individual authority:
- Grantee SUNet is used to report on a specific individual’s (grantee) authority grants.
- Grantor SUNet is used to report on an individual (grantor) who has granted authority to other users.
Report Views
For examples of the reports available, refer to the following screenshots.
Displays authority grants by individual grantees.
Displays data with row suppression turned off, includes columns for grantors, and allows for export of data into an Excel file for further analysis.
Displays approval grants and the grantees who have that approval authority and their approval limits.
Understanding the Data
For more information about Authority Manager and authority grants, refer to Financial System and Reporting Authority.