Dashboards

Providing analysis ready for action

The Financial Division distributes two dashboards to departments, bringing together a number of key reports:

  • The Month-End Dashboard – provides key reports to support pre-month-end tasks (such as managing open purchase orders and invoices on hold and reviewing key balances) and the post-month-end position.
  • The User Access Dashboard – provides a snapshot view to enable management of Oracle Financials users in the department, with the key reports needed to complete checks.

The Dashboards aim to save time and effort by:

  • Providing analysis of data to save departments time in producing their own analysis.
  • Highlighting areas that need review or investigation, turning reports into actionable points.
  • Bringing multiple key reports together in one workbook to provide a more comprehensive picture.
  • Providing departments with assurance over activities.

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The dashboards are run by the Financial Assurance Team and distributed monthly. Colleagues nominated to receive the dashboard will be notified each month when they are available.

Departments, via their authorised signatory for managing Oracle access, are responsible for managing who receives the dashboards. While no Oracle access is needed to use the dashboards, they provide access to Oracle data and therefore management of access is important.

To make changes to those that receive the dashboards, please submit an online service request form  with the details.

Please note, there is no training required to receive the dashboards.

If you have any difficulties accessing or using the dashboard, please contact the FSSC Service Desk .

Alternatively your Divisional Finance team  or the Financial Assurance team  are also available to provide support and guidance.

The Month-End Dashboard includes key reports to support month-end, with information provided on areas of activity including purchase to pay, research, key control balances, and debt. The analysis and underlying reports underpin key activities such as managing open purchase orders and invoices on hold, reviewing key balances, and checking outstanding debt.

The Month-End Dashboard is distributed twice a month.

  • Pre-month-end position - this is distributed around 27th of the month and is intended to save time by providing departments with the key reports needed for month-end and flagging higher risk areas for action. This is a “dashboard lite” – it contains only the Current Month dashboard sheet (not the Charts or Rolling 12 month profiles). From the analysed data and underlying reports, attention can be focused on month-end preparations.
  • Month-end position - this is distributed by working day 10 after month close for review by the HAF or Finance Manager to provide confirmation actions have been taken and assurance around the operation of the department, enabling understanding of any risks and areas of weakness.

Detailed guidance is available including details of what to review on the Month-End Dashboard and how to interpret the information on the cards. Coming soon!
 

The User Access Dashboard includes key reports used by departments to support managing access to Oracle Financials.

Managing access appropriately is crucial to the safety and security of the University’s financial information and the integrity of its system of financial control. Oracle is not linked to other systems (e.g. single single-on) and therefore proactive management is needed. Departments have responsibility for managing access to fit with their staff and processes.

The User Access Dashboard is distributed by working day 3 each month. The dashboard is distributed monthly to allow departments flexibility in how they work. Review is only required quarterly, although some departments may wish to use the dashboard monthly.

 

Note: Quarterly review of user access is one of the controls around managing access, and it is important these checks are completed.

For more information on managing access please see the Managing User Access Process.

 

 

Detailed guidance is available including details of what to review on the User Access Dashboard and how to interpret the information on the cards. Coming soon!
 

Praise for the Dashboards

 

 

 

...the team are genuinely keen to see the data each month...

...the Dashboard is an excellent tool...

...(the Dashboard KPIs) highlight opportunities for improvement...

 

My team see the Dashboard as an invaluable means of continuing to improve the service we provide...

 

SEE FULL TESTIMONIALS

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Contact us


 : Finance Division
      University of Oxford
      23-38 Hythe Bridge Street

      Oxford, OX1 2ET

 : financial.assurance@admin.ox.ac.uk

 : 01865 (6) 16206

 Financial Assurance Team