View Documents using the Finance Dashboard

This article provides instructions on how to [replace just this text and ensure it is bold] at Idaho State University (ISU).

• Access Finance Self-Service
• My Finance Options
• Use My Finance Query

1. Go to MyISU and sign in with your ISU username and password. 
2. Select VIEW ALL CARDS.
3. In the Find card field. enter Finance Tools.
4. Select Finance Tools from the search results to open the Finance Tools Card.
5. Select Finance Dashboard (Finance Self Service)

My Finance Query

• Budget availability
• Encumbrances 
• Payroll

Approve Documents

• Approve documents
• Disapprove documents
• Deny documents

View Documents

Create a New Query

1. Select New Query.
2. Select the appropriate query type or financial information you want to review.
3. Enter the required search criteria. 
4. Select SUBMIT.
5. Review the results.
6. If you want to use the query again, save it as a Saved Query.

View Saved Queries

1. Select the Saved Queries tab.
2. Select the query you want to view.
3. Review the results.
4. Use the available options to modify, run, or share the query, if applicable.

View Shared Queries

1. Select the Shared Queries tab.
2. Select the query you want to view.
3. Review the query results. 

Search for a Query

If you already know the name of a query:

1. Enter the query name in the Search Query field. 
2. Review the search results.
3. Select the query you want to open.

Manage Favorite Queries

1. Select the Favorites tab. 
2. Select a query to open it.
3. Use the available options to run or manage the query. 

Note: If no queries have been added to your favorites, the page displays No favorite Query exists.