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.