This document discusses dashboards in The Financial Edge software. It describes dashboards as graphical views of accounting data that provide snapshots of important performance indicators. It provides examples of dashboard panels for different modules like accounts payable, accounts receivable, fixed assets, and general ledger. The document outlines how to create a dashboard in The Financial Edge by adding and arranging panels, setting panel properties, and defining the information displayed. It encourages practicing adding panels to sample financial statement dashboards.

1. Keeping it Real with
Dashboards in The
Financial Edge™
MARY AQUINO

2. Tweet this now
#bbcon
#LearnLab
#MaryAquino
#TheFinancialEdge
2 #bbcon

3. Agenda
• Identify the purpose and use of Dashboards
• Evaluate examples of Dashboards
• Create a Financial Edge™ Dashboard
3 #bbcon

4. Overview
Graphical View of Accounting
Data
Snapshot of important
performance indicators
4 #bbcon

5. Page Features
5 #bbcon
Page Panel
Pages

6. Page Features
• User-specific
• Other users can copy
• Can be added as Home Page favorites
6 #bbcon

7. Panel Features
• Panel-specific properties
• Can be printed, emailed, and copied
7 #bbcon

8. Panel Data
Copy to Excel®
Drill down into Records,
Transactions, and
Source Documents
8 #bbcon

9. The Financial Edge Dashboard:
Financial Statements
9 #bbcon

10. Adding A Dashboard
10 #bbcon

11. Practice
• Add two or more panels to the Financial Statement dashboards.
• Copy one panel’s data and paste it in Excel.
11 #bbcon

12. Steps to Add A Dashboard
1 On the navigation bar, click Dashboard.
2 Click New.
3 Enter a name to easily identify the dashboard.
4 In the Available Panels box, click a panel and then click Add. Repeat for
each panel that you want on the dashboard page.
5 Use the arrow buttons to arrange the panels in the order that you want them
to display.
6 In the Selected Panels box, click a panel and click Edit to set the panel
properties.
7 Use the available options to define the information that displays in the panel.
8 Click OK to save the panel.
12 #bbcon

13. The Financial Edge Panels
Accounts Payable Track aging information based on your organization’s aging periods, rank vendors based on balances,
display invoices due, and open purchase orders.
Accounts
Receivable
Track aging information based on your organization’s aging periods, rank clients based on activity, and
display analyses of revenue, collections, service, sales, and cash receipts.
Fixed Assets Track projections of depreciation and book value, provide a list of asset acquisitions, and rank assets
based on values you select.
General Ledger Track general ledger activity within your organization. View summaries of income statement and
balance sheet information, accounts that are over budget, percentages of expenses and revenues,
and cash flows. Track revenue and expenses for selected projects and a project’s percentage of an
allocation pool.
Cash Receipts Provides a Cash Receipts Analysis panel which displays cash receipts for selected categories. This
panel is shared with Accounts Receivable.
Payroll Panels provide high-level measurement and statistical information about your employees and
employee payments.
Student Billing Track aging information based on your organization’s aging periods, rank payers based on activity,
and display analyses of revenue, collections, service, sales, and cash receipts.
Shared Panels Panels shared among programs can provide a ranking of users based on their activity.
13 #bbcon

14. Query in a Dashboard
14 #bbcon

15. Summary
• Identify the purpose and use of Dashboards
• Dashboard pages summarize information in panels
• Evaluate examples of Dashboards
• The sample database includes examples for each module
• Create a Financial Edge Dashboard
• Mix and match panels from any module or record type
15 #bbcon

16. Training and Certification
Make your Daily Tasks Easier
Execute Faster
Increase Your Effectiveness
Visit the Expo’s Training Booth

17. Did this session leave you feeling electrified?
Don’t forget to complete
a session survey!
Each completed survey enters you into a drawing to win a
complimentary registration to bbcon 2015 in Austin, Texas*.
*Blackbaud reserves the right to change or withdraw this promotion at any time, without advance notice. Promotion has no cash value and may not be
exchanged, applied to, or combined with any other offer.
17 #bbcon