Funding Sources

The Funding Source Insights Dashboard shows a breakdown of budgets and programs for funding sources.

Navigate to the Insights area.
Select the Funding Sources tile to open the Funding Source Insights Dashboard.

Tip: Select the Download snapshot button to download a PNG file of the Overview section. The Source Table is not included in the snapshot.

The Funding Source Insights Dashboard is divided into two sections - Overview and Source Table.

Tip: You can filter the data shown across all sections by selecting the funding source status at the top of the page. You can further customize the view by selecting specific sources from the appropriate field and even adjust the view to Total by all funds or Total by allocation.

Section Data Displayed Available Actions

Section	Data Displayed	Available Actions
Overview	This section shows the following information in charts and widgets: Total funds (by all funds or allocation depending on the filter) Total unallocated Total spent Number of budgets Total remaining Note: A comparison of the percentages of Total remaining, Total spent, Total unavailable, and Total reserved is also shown.	None
Source Table	This section shows a table view of the following information for each source: Source name Type (cash or in-kind) Total amount Total allocated Total reserved Total spent Total unavailable Number of payments Number of budgets Status	Select the Download results button to export a `CSV` file. Select the Filter button to apply filters based on the available columns. Select the name in the Namecolumn to open a new Funding Source Dashboard that drills down on that specific source. This dashboard will include similar data as well as information about the budgets to which it is assigned.

Overview

This section shows the following information in charts and widgets:

Total funds (by all funds or allocation depending on the filter)
Total unallocated
Total spent
Number of budgets
Total remaining

Note: A comparison of the percentages of Total remaining, Total spent, Total unavailable, and Total reserved is also shown.

None

Source Table

This section shows a table view of the following information for each source:

Source name
Type (cash or in-kind)
Total amount
Total allocated
Total reserved
Total spent
Total unavailable
Number of payments
Number of budgets
Status

Select the Download results button to export a CSV file.
Select the Filter button to apply filters based on the available columns.
Select the name in the Namecolumn to open a new Funding Source Dashboard that drills down on that specific source. This dashboard will include similar data as well as information about the budgets to which it is assigned.