From Analysis, Dashboards in Financial Edge NXT, you can access SKY Reporting ™ dashboards. To increase the impact on your mission and inform your next steps, it's important to keep your finger on the pulse of your organization's financial activity. With SKY Reporting ™, you can — at a glance — assess your organization's overall accounting performance and effectiveness.
In Analysis, Dashboards, you can quickly assess your organization's financial efforts across several areas using the following dashboards:
Payables — review invoice balances for a specific timeframe based on post or payment status, as well as credits with your organization's vendors. Use this dashboard to determine what efforts need to be paid and when.
Accounts — examine general ledger accounts based on filters such as post date, encumbrance, budget scenario, and account category. Use this dashboard to determine how your accounts are performing against various budgets.
Projects — compare budget information with the actual activity of projects and accounts. Use this dashboard to determine if your project's budget — across accounts — is on target.
Transaction Code — review your organization's transaction activity for a specific transaction code across all accounts.
Metrics — examine the health of your organization's data by tracking what is added in your system.
History of Changes — examine the health of your organization's data by reviewing changes made to your organization's system over time.
Project Income and Expenses — quickly assess your organization's income and expenses for one or more projects.
Net Assets — quickly assess your organization's current net assets as well as trends.
Development Overview — review your organization's overall fundraising efforts.
Receivables — review incoming payments (including expected and past due funds) based on due date, post status, and clients.
Note: SKY Reporting ™ is only available from the web view.
Note: The ability to design your own metrics and build a personalized dashboard is currently in our Early Adopters Program (EAP). Throughout the EAP, we will continue to enhance and improve this feature in preparation for general availability.