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Financial Reporting

The OVCR/OSP Research Core Development Team has created the Core Facility Financial Reports opens in a new tab tool for UNC core facilities. These financial reporting tools utilize Tableau to display expense, revenue, and balance information for each core facility. Information is displayed in convenient and accessible visualizations for quick analysis of the financial health of a core. Transactional data is also available to export for more in-depth analysis of reported amounts.

The financial reports display data for transactions charged to a core’s unique “19xxx” source code. Any transactions not charged to the “19xxx” source code, such as subsidies or projections, will not be displayed in the financial reports.

Please see Core Facility Financial Reporting Tableau Reports Frequently Asked Questions (PDF) for guidance that walks through the elements of the financial reports. The Core Facility Reporting Tools Session opens in a new tab recording also provides a general overview of how to use the financial reports.

For questions, technical issues, or to request access changes, please contact RCD@unc.edu.

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