AFD Finance provides information for financial reports at the end of each month. If you are responsible for managing the various funds for your department, you will want to become familiar with these reports. The Finance System Support and Training unit is responsible for communicating to the campus community when the fiscal month has officially closed. If you have any questions regarding this information, please feel free to contract them.
The primary reporting tool used at Cal Poly for department financial information is the Polydata Finance Dashboard. This tool can be utilized in a variety of ways to meet your department's specific needs. For your convenience, please attend one of our training courses to familiarize yourself with this new reporting tool.
A detail report of each department Payroll Activity is also produced for each department and sent via email.
If you have a specific question regarding your department's financial reports, feel free to contact the Finance Production and Security Administrator.