Dashboard Reporting - Overview

Martus offers a suite of standard reports. Each Report is unique in the data that is shown and how it is displayed. Every report is similar in that it can be adjusted via the report criteria section. 

Every user who interacts with Dashboard Financial reports will only see the data (Dimensions and Accounts) that they have been granted privileges to see. For more information on setting up users and managing permissions, click here

Anatomy of Dashboard Financials

Report Controls

All report controls will prompt Martus to auto-update to the action taken. The Load button in the Report Criteria section should only be utilized when the report criteria is changed.

• Select Report - Provides navigation to the various Dashboard Financial Reports. This control also displays the name of the report that is currently being shown.
• Set Default View - Each user can utilize this button to set their own default report. This will be the report that is displayed when the user navigates to Dashboard > Financials.
• Set as Global Default View - Only available to Admin Users. This allows the Admin to set the default view for all Martus users. This can be overridden by the individual user after it has been set.
• Saved Reports - This allows for a specific report with specific criteria to be saved for easy navigation after. The saved report is available in both this drop down and on the User's home screen. Click here for specific steps.
• Shared Report - Only available to Admin Users. This allows an Admin to share the saved report to all users. The report, just like all Dashboard Financial reports will be automatically filtered to the user's permissions when that user navigates to the report.

Report Criteria

The report criteria differs from report to report. However, every report has criteria and similar options. The following are standard across all reports, for specific report criteria, use the links below.

• Ending Date - this is the default date for the reports and is derived from the Last Closed Month setting in Settings > Calendar. This date is the through date that will either dictate which month the data will be displayed through or when looking at Actual to budget comparisons, the date through which Actulas will be displayed.
• Months - determines how many months of data will be reviewed with the most recent being the ending date. This will default to the month in the fiscal year that correspond to the Ending date. 
• Budget - Allows the user to chose which budget to compare actuals to. By default non-admin-users will only see the default budgets. 
• Rows - Controls the grouping of data on the rows. The rows can be set to Accounts, Account Categories or any of the dimensions within the system.
• Include Excluded Data - will show Accounts or Dimensions that are set to Excluded via the Setup section.
• Dimension Filters - when applied, will filter the report to the selected dimension. When a top level dimension is selected, the report will show all sub-dimensions.
• Account Category - when applied, will filter the report to the selected Account Category
• Load - refreshes the report with whatever criteria have been applied
• Export - Most reports can be exported to either MS Excel or PDF. 

Report Display

Information displayed will vary based on the report chosen and the criteria utilized.

• Drillable Links- All blue values are drillable, when clicking on them Martus will provide more details about that value.
  • Actual Columns -navigates to the Transaction report
  • Budget Columns - navigates to a list of all worksheets with that line budgeted
  • Title Columns (displayed when rows are set to dimensions) - navigates to the income statement filtered to that dimension
• Favorable or Unfavorable - in general in columns with both black and red values, black is normally favorable and red is normally unfavorable
• Rows impact Drillable Links - Depending on how the rows are set in the Criteria and which report being utilized, the blue links will expand into the Transaction report, or when they are in the columns, they will normally jump to the Income Statement filtered appropriately.

Step By Step - Change to new Report, change criteria and save that report

1. Navigate to Dashboard >Financials
2. Use the Select Report drop-down to chose a report 
3. Give the Report a Name
4. Change one of the dimension filters to filter to a dimension
5. Click Load
6. Give the Report a Name and click Save

Report Specific Information:

• Income Statement
• YTD Budget Comparison
• Multi-Year Budget to Actuals