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California State University, Long Beach
Office of University Research
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How to Login and Setup Dashboard Settings

The Finance Data Warehouse

The Finance Data Warehouse contains the report you will use to view your Sponsored Programs expenditures and financial reports. It is accessed through the CSU Portal. (https://portal.calstate.edu). Make sure to save as a Favorite or on your desktop for future use.

Logging into the Finance Data Warehouse

  1. Select Long Beach in the Campus drop-down list.

  2. Click Login. You will be redirected to a CSULB Login. Enter your Campus ID and Password.

  3. Click Login.

  4. Click Financial Reports on the top menu. In the Report Login section, click Login to start the data warehouse.

    Financial Reports is located in the list of links at the top of the page and Login is listed in the left navigation.

Dashboard Settings on the Home Page

Dashboard settings are filters that will apply to ALL pages within the Sponsored Programs Dashboard. You can also designate settings to be the default for the Sponsored Programs dashboard.

  1. Select the Sponsored Programs dashboards.

    The Sponsored Programs link is at the end of the list of links at the top of the page.

  2. From the Sponsored Programs dashboard, select the Home tab.

    The Home tab is the first tab in a list of tabs located near the top of the page.

  3. In the Default Settings for this Dashboard section, select the following:

    Primary business unit LBFDN CSULB Research Foundation
    Primary budget Standard Budget
    Budget scenario Leave Blank
  4. Click Go to execute your selection.

  5. Save your Settings for this Dashboard
    1. From the Page Options menu, choose Save Current Selections > For Me

      The Page Options menu is located to the right of the list of tabs near the top of the page.

    2. Name - You can choose the default name or enter a name of your choice.

      After entering your the, check the checkbox below.

    3. Choose Make this my default for this page.

    4. Click OK.

You have saved the selected settings as your dashboard default. What this means is every time you select the Sponsored Programs Dashboard, LBFDN will be your default Business Unit and Standard Budget will be your primary budget ledger.


Create your Reports