Daily Dashboard

When your institution is licensed for the Daily Dashboard module, then the Daily Dashboard page allows you to view Power BI reports.

The categories of reports available for the Daily Dashboard are:

Financial
Loan
Deposit

The Daily Dashboard module retains 36 days of uploaded data from the Update > Daily Update Process page.

Note: When a user is granted access to the Daily Dashboard module, the reports are not available until the Extract, Transform, and Load (ETL) process is run and data is refreshed. The ETL process can be run manually on the same day, or users can wait until the next day after the automated ETL process runs.

Tip: For an overview of the Financial Performance Suite (FPS) Daily Dashboard functionality, review the FPS Daily Dashboard Training Guide.

Setup

The Forecasting model is a prerequisite to using the Daily Dashboard.

For some of the Daily Dashboard reports to pull in the correct data, there are Setup fields that must be selected:

On the Chart of Accounts page, the Balance Sheet Dashboard Code and Income Statement Dashboard Code fields are required.

These options are available on the Copy Settings page to copy to other accounts.
On the Chart of Accounts page, the Associated Product field is an optional field.
On the Assumptions page, the Loan Applications and Deposit Applications pages must have products set up with assigned accounts.
On the Manage Users > Officer Access page, selected officers are available to filter by in the Daily Dashboard reports.
On the Manage Users > Organization Access page, selected organizations are available to filter by in the Daily Dashboard reports.

Note: A Power BI refresh is required to update the Daily Dashboard module when changes are made.

Report Permissions

Visibility to each report in the Daily Dashboard is based on the permissions set on the Setup > Manage Users > User Detail page. In the Daily panel, report permissions can be set per user.