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Reports and dashboards

Open Reporting to use the operational dashboard and deployment-owned reporting destinations.

The Enterprise reporting dashboard with date, organizational and tract filters, group-by selection, Apply filters, and summary cards.

Filter and validate the dashboard​

  1. Set From and To dates if the question is time-bound.
  2. Narrow by Program, Region, County, or Tract as needed.
  3. Choose the relevant Financial record option and Group by dimension.
  4. Select Apply filters.
  5. Read the tract, acreage, completion, work-order, cost, and financial-record summary cards.
  6. Compare a sample with its source records before using the result in a decision.

Export or open a reporting destination​

  • Finance postings (CSV) provides Download CSV without a reporting server.
  • Finance reconciliation (SSRS) opens the deployment-owned SSRS report.
  • Land program dashboard (Power BI) opens the configured Power BI workspace.
  • AccuFund staging shows finance transactions and promotion status when that integration is configured.

Exports can contain sensitive or decision-relevant data. Record the filter values and as-of time with the result, store it according to policy, and confirm recipients are authorized. External SSRS, Power BI, and finance availability depends on deployment configuration.