Skip to content

    Pages for:

  • Faculty
  • Staff
Cornell University
Cornell University
Division of Financial Services
Financial Information Services
  • About
    • Legacy Systems
      • Account Search
      • Standard Reference Numbers
      • Payment Request System
      • JEMS
    • Events
    • News
    • Spotlights
  • Get Help
    • What's Changing in KFS 7
    • KFS Help Request (NetID login required)
    • KFS Browser Requirements
  • Get Access
    • Financial Information Access
  • Guides
    • KFS
      • Set Up and Manage Accounts
      • Balance Inquiries
      • Finding Account Documentation in KFS
      • Financial Processing e-doc Attachment Guidelines
      • Accounts Payable e-docs
      • Capital Assets e-docs
      • Financial Processing e-docs
        • Advance Deposit (AD)
        • Distribution of Income and Expense (DI)
        • Disbursement Voucher (DV)
          • Disbursement Voucher Payees
          • DV Payment Reason Codes
          • Standard Operating Procedure
        • General Ledger Transfer (GLT)
        • Internal Billing (IB)
        • Procurement Card Document (PCDO)
        • Pre-Encumbrance (PE)
        • Transfer of Funds (TF)
      • Labor Distribution e-docs
      • Purchasing e-docs
        • e-SHOP
        • Purchase Order (PO)
        • Purchase Order Amendment (POA)
        • Line-Item Receiving (RCVL)
        • Requisition (REQS)
        • Vendor (PVEN)
    • KDW/Reporting
      • Dashboard Guides and Tutorials
      • Answers Overview
    • FAQ
    • Glossary
    • Acronyms
  • forms
  • CU policies
  • training
  • KFS Support
  • e-SHOP
  • forms
  • CU policies
  • training
  • KFS Support
  • e-SHOP

In this section

  • KFS
    • Set Up and Manage Accounts
    • Balance Inquiries
    • Finding Account Documentation in KFS
    • Financial Processing e-doc Attachment Guidelines
    • Accounts Payable e-docs
    • Capital Assets e-docs
    • Financial Processing e-docs
      • Advance Deposit (AD)
      • Distribution of Income and Expense (DI)
      • Disbursement Voucher (DV)
        • Disbursement Voucher Payees
        • DV Payment Reason Codes
        • Standard Operating Procedure
      • General Ledger Transfer (GLT)
      • Internal Billing (IB)
      • Procurement Card Document (PCDO)
      • Pre-Encumbrance (PE)
      • Transfer of Funds (TF)
    • Labor Distribution e-docs
    • Purchasing e-docs
      • e-SHOP
      • Purchase Order (PO)
      • Purchase Order Amendment (POA)
      • Line-Item Receiving (RCVL)
      • Requisition (REQS)
      • Vendor (PVEN)
  • KDW/Reporting
    • Dashboard Guides and Tutorials
    • Answers Overview
  • FAQ
  • Glossary
  • Acronyms

Dashboard Guides and Tutorials

Dashboard Quick Guides

  • Saving and Managing Saved Dashboard Reports (PDF, 164 KB)
  • Setting the Default Dashboard Landing Page (PDF, 58 KB)
  • Using Dashboard Report Page Selectors Efficiently (PDF, 23 KB)
  • Using the Financial Reference Guide Dashboard (PDF, 55 KB)

Dashboard Tutorials

  • Chapter 1: Getting Started and Basic Navigation (PDF, 2.86 MB)
  • Chapter 2: Using Page Selectors to Filter Results (PDF, 979 KB)
  • Chapter 3: Using Dashboard Help (PDF, 2.71 MB)
  • Chapter 4: Using Filters and the Multi-Select Search Function (PDF, 4.72 MB)
  • Chapter 5: View Selectors within Page Selections (PDF, 523 KB)
  • Chapter 6: Navigating to Linked Views (PDF, 2.48 MB)
  • Chapter 7: Drilling to Detail from Summary Views (PDF, 1.90 MB)
  • Chapter 8: Exporting and Printing (PDF, 1.10 MB)
  • Chapter 9: Column Select and Column Replace Features (PDF, 2.69 MB)
  • Chapter 10: Sorting in Tables (PDF, 1.72 MB)
  • Chapter 11: Saving Page Customizations and Page Defaults (PDF, 3.73 MB)
  • Chapter 12: Bookmarking Dashboards to Share or for Future Use (PDF, 2.24 MB)

Division of Financial Services

377 Pine Tree Road, East Hill Plaza
Ithaca, NY 14850

Hours:  8:00 a.m. - 4:30 p.m., Monday - Friday

 

CONTACT US

  • DFS Home
  • Website Feedback
  • Contact DFS
  • CUInfo
  • For DFS Staff
  • Executive Vice President and CFO
  • University Audit Office
  • Office of University Investments
  • Division of Budget and Planning
  • Risk Management and Insurance
  • Cornell University Policy Office
  • Alliance for Diversity and Inclusion
  • Cornell United Way
  • Campus Alerts
  • COVID-19 Etiquette for Faculty and Staff

©2024 Cornell University

Web Accessibility Assistance