How to Videos - Management Report Dashboard

Updates to Dashboard since February Management Report:
  • New Pivot Table functionality
    • No longer uses an embedded OneDrive table — now fully integrated and interactive.
  • Print Report button formatting improved
    • Better alignment with the comment box for cleaner prints.
  • Filter functionality expanded
    • You can now filter starting from DLevel or Fund Type.
  • New Reset Filters button
    • Quickly clear filters with one click (you can still manually unselect filters as well).
  • Projections Checklist updates
    • New name.
    • Legend panel moved inside of the accordion so that it no longer disappears.
    • Buttons are clickable and update the filters directly.
  • Summary section updated
    • Some titles renamed for clarity.
    • Calculations now aligned precisely with their corresponding columns.
  • Larger comment box
    • More room to write and review your notes.
  • New "Confirm Review" button
    • Required to unlock the Submit button.
    • Replaces the modal that appeared for SBS Code 10040 and YTD warnings.
  • View & Download Projections now includes comments
  • New option to mark your report as fully complete
    • Includes a Final Comment box — use it for high-level notes that don’t fit elsewhere.
Video Walkthrough of Updates (4:55 min)

 

 

How To Use Videos


If you encounter any errors or problems, please send an email to Shelby Langdon at sclangdon@alaska.edu and Wendy Huesties  at wshuesties@alaska.edu.

Please explain what you were trying to do, what you expected to happen, and what actually happened. Screenshots are appreciated.