1. Agents, Dashboards, and You
Have Analytics Work For You

2. Benefits Of Using Agents Benefits Of Using Dashboards
Introduction
Benefits Of Using Agents
Automatic delivery
Timely delivery of critical information to multiple parties
Facilitates business decisions and conversations.
Benefits Of Using Dashboards
Centralize commonly used information
Develop budgetary tracking tools
Analyze spending trends
Allow easy access for individual financial information

3. Agents One agent can be used to send information to multiple users
Facilitates the decision making process
Easy to use
Positions Ending in 90, 60, and 30 Days

4. Agents Clear and concise data Can be easily customized Easy to use
Positions Ending in 90, 60, and 30 Days

5. Agents Agents cam be used to send information to multiple users.
Facilitates the financial review process
Easy to use
Previous Months Financial Transactions

6. Agents Clear and concise data Can be easily customized Easy to use
Previous Months Financial Transactions

7. Agents Additional Agent Ideas
New account notification for Fiscal Officer, Account Manager and Account Supervisor
Departmental birthdays
List of Employees funded from accounts expiring in 30 days
List of DCC’s scheduled to terminate
Customized Bi-Weekly or Monthly payroll listings
Monthly Account Balances
Employee Visas Expiring within 6 months
Student Employee Enrollment Drops below 6 units

8. Dashboards Clear and concise data
Commonly requested information can be centralized
Easy to use
Departmental Dashboard

9. Dashboards Clear and concise data
Commonly requested information be made readily available
Easy to use
Account Supervisor Dashboards

10. Dashboards Clear and concise data Expenditure trends Easy to use
Customized Account Info

11. Bringing It All Together