Financial Position Report
The financial position report was developed in UDataGlance to provide a snapshot of your unit’s position in real time as well as to use as a basis for quarterly revenue and expenditure projections.
The main features of the report include:
- High-level summary of financial position by Unit for the basic budget with the ability to drill down to transaction detail by purpose;
- Basic budget revenue and expense information in one report; and
- Account categories shown in more detail than the web statement.
Review the FAQ’s for more information.