New Financial Dashboard in SIRI

We've replaced the Money dashboard with the new Financial Dashboard, which consolidates everything from Money, Money Management, Account Management, and Strategic Financial Management, with added features such as customizable reports and flexible filtering. If you previously had unit access to the four legacy dashboards, you now have access to the Financial Dashboard. Find it in SIRI under Dashboards → Financial Dashboards folder.

On This Page:

Need help or have questions?

Visit our Business Services Support Hub to submit and track requests and access helpful resources.

Downloads

Crosswalk Document

Help users crosswalk from reports on the retiring dashboards to their location on the new Financial dashboard

Overview of New Financial Dashboard

Explains what type of information is found on each of the tabs and subpages on the dashboard.

Financial Dashboard Crosswalk Placemat

A condensed version of the Crosswalk document. Helps users to crosswalk from reports on the retiring dashboards to their location on the new Financial dashboard, along with a glossary of terms and FAQs

Financial Dashboard Tips

The guidance was previously shared with users via email and is compiled here as a single, easy-to-reference resource.

Financial Dashboard FAQs

Find answers to common questions about accessing SIRI, using key features and troubleshooting issues. We'll keep these updated. 

What’s Changed

This dashboard combines the strategic (e.g, Strategic Financial Management) and operational (e.g., Money, Account Management) dashboards into one, using common terms (based on UPlan) and consistent business rules.  

Terminology

By default, you'll see Sources and Uses instead of Revenues and Expenditures/Encumbrances, although legacy fields will still be available for reporting.

Business Rules

Items like GUSF and Fringes are treated as Uses (expenditures) rather than negative Sources (revenue). If you’ve used the Strategic Financial dashboards, these rules will already feel familiar. 

Dashboard Prompts

The dashboard prompts for Organizational Structure will now be limited to only show values based on your security access. This will greatly reduce the number of departments and entities you will see in the dropdowns. 

Key Improvements

  • Customizable reports: Add or remove fields and totals, sort by multiple columns, move fields, turn them into prompts, create new calculations and more
  • Consistent prompts: Available across nearly all pages and subpages
  • Flexible reporting: Filter every report using the full org structure and major chart of accounts fields—providing summary and transactional reports by entity, department or VP/Decanal Unit (unlike Money, which limited detail to the account level)
  • Department Use fields: Increasingly available for filtering and reporting. Contact your Unit Business Officer for more details on how to incorporate Department Use Fields in your reporting
  • Financial "Portal": A dashboard Home page will become your starting point for all financial reporting. Here you will find Quick Links to foundational reports, important announcements and Alerts to prevent or address account issues
  • Centralized reporting: Analyses from multiple dashboards are now consolidated into one, eliminating the need to switch between dashboards or hunt for specific reports

Transition from Legacy Dashboards

With the launch of the new Financial Dashboard, the legacy dashboards (Money, Money Management, Account Management and Strategic Financial Management) will be retired for departmental users.

  • Many legacy reports have been replicated; others can be rebuilt using the customization features and saved for reuse
  • If you previously had unit access to the four legacy dashboards, you now have access to the new Financial Dashboard instead
  • If your access was limited to temporary service or OTPS-only dashboards, your access remains unchanged
  • Central business office users will have access to the new Financial Dashboard in addition to their current dashboards

Once you log into SIRI, you can find the new Financial Dashboard under the Dashboards dropdown → Financial Dashboards folder.

Please take time to review the Financial Dashboard Crosswalk Document, which details where information from the legacy dashboards now appears in the new dashboard, as well as the Overview of the New Financial Dashboard, which outlines what you can find on each page. Links to both can be found on the Financial Home Page of the new Financial dashboard under Forms and Links.

Resources

Key Resources In SIRI  (Home Page → Forms and Links)

  • Crosswalk Document – maps legacy dashboards to the new dashboard
  • Dashboard Overview – outlines each page's content
  • SIRI Website – includes instructional materials and user guides
  • Glossary of Financial Terms – definitions to help you navigate

Glossary of Key Terms

  • Operational Data – reported using source system rules
  • Strategic Data – reported using UB business office rules (e.g., IFR fringes shown as expenses)
  • Actuals – processed expenses applied to UB accounts (excludes encumbrances)
  • Sources – includes revenue for IFR, SUTRA and UB Foundation accounts; budgets for Research Foundation accounts; and fiscal allocations for State Operating accounts
  • Uses – expenditures plus encumbrances
  • Available – sources minus uses

Watch

Introduction to New Financial Dashboard [47:45] (requires Zoom login)