Description
Learn how to use MyISU’s Finance Dashboard to create, save, and manage budget queries using the My Finance Query tool. This guide walks you through running a Budget Status by Account query, selecting useful data columns, saving your query parameters, and accessing related financial documents.
Details
-
Log in to
MyISU with your Username and Password.
-
Click the Main Menu button (top left) and click All Cards
-
In the Find Cards search bar, type Finance Dashboard and select it from the dropdown menu.
-
Click on the Finance Dashboard card.
-
Click on My Finance Query to create, view, and share budget availability, encumbrance and payroll queries.
-
Click the New Query blue button (upper right)
-
Under Select Query Type, choose Budget Status by Account.
-
Scroll to the Index field and enter your index code.
-
Confirm that the Fiscal Year is current and the Fiscal Period is set to 14
-
In the Operating Ledger section, choose the columns you want to include in your query.
-
Click SUBMIT to run your query
Notes:
-
You must have Fund/Org access to run queries for specific Indexes.
-
Queries can be saved, shared, or downloaded after they are submitted.
Training & Resources
Navigating and Managing Your Finance Query
- Expand Details: Click the dropdown arrows in each section to view additional information.
- Edit Query: Click the pencil icon (upper right) to return and modify your query parameters.
- Download Results: Use the down arrow icon (upper right) to export the current results to an Excel spreadsheet.
- Additional Options: Click the three-dot menu (upper right) to access more features, such as viewing pending documents.
Saving and Accessing Queries
- Save a Query:
- Click the Save icon, enter a name for your query, and save.
- Note: This saves your query settings (parameters), not the actual results. Your saved queries will appear under Saved Queries on the main My Finance Query page.
- Mark as Favorite:
- To add a Saved Query to your main dashboard, click the Star icon (bottom of the Saved Query card). This makes it easier to find and run frequently used queries.
Viewing Specific Documents
-
Click the View Document icon (upper right) from the main My Finance Query page.
-
Select the document type and enter its number.
-
Choose one of the following:
-
View Document – To open the actual document.
-
Approvals & Related Documents – To see linked items such as Requisitions, Invoices, or Check numbers.
