1. YEAR-END LEGAL TRAINING
May 2017
Asset Management Dashboard – Data Warehouse
APRIL 2017
ASSET MANAGEMENT DASHBOARD
FINANCE DATA WAREHOUSE
Rhina Badia-Barrientos - Financial Services May 23, 2018
Sonoma State University - Financial Services - Rhina Badia-Barrientos

2. Asset Management Dashboard – Data Warehouse
YEAR-END LEGAL TRAINING
May 2017
Asset Management Dashboard – Data Warehouse
APRIL 2017
Asset Management Dashboard – Data Warehouse
The Asset Management (AM) dashboard provides reporting functionality using the Asset Management tables from the CFS transaction system.
The AM Dashboard is designed primarily for Department Property Custodians
Sonoma State University – Financial Services - Rhina Badia-Barrientos
Sonoma State University - Financial Services - Rhina Badia-Barrientos

3. Asset Management Dashboard – Data Warehouse
YEAR-END LEGAL TRAINING
May 2017
Asset Management Dashboard – Data Warehouse
APRIL 2017
Asset Management Dashboard – Data Warehouse
Select the Asset Management Dashboard
1. From the data warehouse main Home page, choose the Dashboards drop down menu to display a list of available dashboards.
2. Click on Asset Management to go to the Asset Management dashboard Home page.
3. From the Asset Management dashboard Home page, select a campus business unit or units.
4. Click Apply to apply the dashboard filters.
Sonoma State University – Financial Services - Rhina Badia-Barrientos
Sonoma State University - Financial Services - Rhina Badia-Barrientos

4. Asset Management Dashboard – Data Warehouse
YEAR-END LEGAL TRAINING
May 2017
Asset Management Dashboard – Data Warehouse
APRIL 2017
Asset Management Dashboard – Data Warehouse
Save Dashboard Settings as a Default Customization
Using Save Customizations, you can store the dashboard settings as a default so that you do not have to reset them every time you log into the data warehouse.
1. From the Page Options menu, choose Save Current Customization.
2. Enter a descriptive customization name.
3. Choose Make this my default for this page.
4. Click OK.
This setting will now apply to all reports within the active dashboard.
Sonoma State University – Financial Services - Rhina Badia-Barrientos
Sonoma State University - Financial Services - Rhina Badia-Barrientos

5. Asset Management Dashboard – Data Warehouse
YEAR-END LEGAL TRAINING
May 2017
Asset Management Dashboard – Data Warehouse
APRIL 2017
Asset Management Dashboard – Data Warehouse
Custodian Report
The Custodian Report provides information from the Asset, Cost, Asset Acquisition Detail, Location and Physical Inventory tables for the asset custodian(s) to review.
There are two reports on the Custodian Report page:
Custodian Report: Displays total count of Asset ID by custodian department
Custodian Report All
Sonoma State University – Financial Services - Rhina Badia-Barrientos
Sonoma State University - Financial Services - Rhina Badia-Barrientos

6. Asset Management Dashboard – Data Warehouse
YEAR-END LEGAL TRAINING
May 2017
Asset Management Dashboard – Data Warehouse
APRIL 2017
Asset Management Dashboard – Data Warehouse
Report Elements
Sonoma State University – Financial Services - Rhina Badia-Barrientos
Sonoma State University - Financial Services - Rhina Badia-Barrientos

7. Asset Management Dashboard – Data Warehouse
YEAR-END LEGAL TRAINING
May 2017
Asset Management Dashboard – Data Warehouse
APRIL 2017
Asset Management Dashboard – Data Warehouse
Custodian Report by Custodian Department
The Custodian Report has a report view and a filters view.
Sonoma State University – Financial Services - Rhina Badia-Barrientos
Sonoma State University - Financial Services - Rhina Badia-Barrientos

8. Asset Management Dashboard – Data Warehouse
YEAR-END LEGAL TRAINING
May 2017
Asset Management Dashboard – Data Warehouse
APRIL 2017
Asset Management Dashboard – Data Warehouse
Custodian Report by Department
User-selected columns plus:
Asset ID
Tag Number
Asset Description
Manufacturer
Model
Serial ID
Current Custodian Name
Current Custodian Dept
Sonoma State University – Financial Services - Rhina Badia-Barrientos
Sonoma State University - Financial Services - Rhina Badia-Barrientos

9. Asset Management Dashboard – Data Warehouse
YEAR-END LEGAL TRAINING
May 2017
Asset Management Dashboard – Data Warehouse
APRIL 2017
Asset Management Dashboard – Data Warehouse
Custodian Report - All
Sonoma State University – Financial Services - Rhina Badia-Barrientos
Sonoma State University - Financial Services - Rhina Badia-Barrientos

10. Asset Management Dashboard – Data Warehouse
YEAR-END LEGAL TRAINING
May 2017
Asset Management Dashboard – Data Warehouse
APRIL 2017
Asset Management Dashboard – Data Warehouse
Custodian Report - All
User-selected columns plus:
Asset ID
Tag Number
Asset Description
Manufacturer
Model
Serial ID
Production Version
Production Dt
Current Custodian Name
Current Custodian Dept
Asset Count
Current Location
Acquisition Dt
Acquisition Fund
Acquisition Dept
Acquisition Project
Asset Status
Checked Out
Offsite
Last Inventory Dt
Cost Amount
Sonoma State University – Financial Services - Rhina Badia-Barrientos
Sonoma State University - Financial Services - Rhina Badia-Barrientos

11. Asset Management Dashboard – Data Warehouse
YEAR-END LEGAL TRAINING
May 2017
Asset Management Dashboard – Data Warehouse
APRIL 2017
Asset Management Dashboard – Data Warehouse
Custodian Report – Scenarios
Scenario Example 1: Custodians / Property Office / Departments
Scenario Example 2: Executive - All assets for a division.
Sonoma State University – Financial Services - Rhina Badia-Barrientos
REPORT FILTERS
EXAMPLE
Business Unit
SOCMP
Asset Status
I – In Service
Custodian Dept Fdescr
3062
REPORT FILTERS
EXAMPLE
Business Unit
SOCMP
Asset Status
I – In Service
Dept Tree Name
SO_DW_DEPT_ROLLUP_JUL2015
Dept Level 3
F02 - Athletics
Sonoma State University - Financial Services - Rhina Badia-Barrientos

12. Asset Management Dashboard – Data Warehouse
YEAR-END LEGAL TRAINING
May 2017
Asset Management Dashboard – Data Warehouse
APRIL 2017
Asset Management Dashboard – Data Warehouse
Sonoma State University – Financial Services - Rhina Badia-Barrientos
Sonoma State University - Financial Services - Rhina Badia-Barrientos