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STAR Dashboard

STAR (Stewardship, Transparency, Accountability, Reporting) is an online dashboard powered by Cognos to provide Advancement and UC San Diego staff with access to financial information related to University private support gift funds (both Foundation and UC Regents). 

To access the STAR system, please use the link below.

STAR Dashboard Login

Login Instructions

  • Who has access?
    • Business Officers
    • Principal Investigators
    • Advancement
    • FinancialLink users
  • Please ensure you have the correct browser settings before you login to STAR. Internet Explorer is the preferred browser.
  • Use your AD network login credentials when prompted.
  • When you login, you will be directed towards the following page: 

STAR Homepage



I’m trying to print the dashboard or reports in STAR; what is the best way to do this?
To print in STAR, click the “Run” icon, located at the top left of the page, and select “Run PDF.” This will convert the page to a PDF for you to save or print. Saving as a PDF ensures proper formatting.


When I’m navigating to previous pages in STAR I get an error or the page appears blank; how do I avoid this?
To prevent timeout issues from clicking your browser’s back button, click the “Back” icon, located at the top left of the page.


I would like to peform a new search, how do I go back to the initial landing page?
To search for a new fund(s), click the “New Search” button, located inside the right blue sidebar.


How do I retrieve my area’s funds without typing every fund in the search box?
Click the “Advanced Search Options” link to expand various options to search. After selecting your options, click the “Filter” button at the bottom of the page.

Advanced Search

How do I find balances for a specific month?
Inside the right blue sidebar of the page, click the drop-down icon to select a month. Please note the dates of when the most recent data is available. 

Example: Market Value = No Data Available
Most recent available market value is 12/31/2017 but the report lists January 2018 balances. Select December 2017 from the drop-down to view the latest market value.

Drop Down Menu

How do I export all data available for a fund in Excel?
Inside the right blue sidebar of the page, click the “Run Comprehensive Fund Detail” link under “Additional Info.” Please note the date selected for balances. If the report does not load correctly, please try again using Internet Explorer as your browser. Internet Explorer is the preferred browser as it is the only browser IBM offers full support for. 

Comprehensive Fund Detail

Where do I find gift documents?
When you click on a fund to retrieve further detail, gift documents are found in the bottom right of the blue sidebar under “Documents.”
Please note, only endowment documents are currently uploaded.


When are gifts reflected in the balance?
Gifts are reflected in the balance the following month they are received.


  • Searching for funds by organization code is now available.
      • This retrieves gift funds that contain the organization code from active and inactive indexes. 
      • Expand the Advanced Search Options link to view. 

    Organization Search
  • Patch to resolve Fund Detail Report issue implemented.
  • Patch to resolve Fund Detail Report issue scheduled to deploy on November 29th, 5PM. 
  • Regents Expendables for September 2017-present down. Currently investigating issue.
    • 11/15/2017: Regents Expendable Balances are back up.
  • Fund Detail Reports continue to remain down. Please contact Donor and Fund Stewardship for reports.
  • Expanded the Donor/Gift list to two versions: Condensed and Detailed. The condensed version lists gifts to a fund currently, adjustments applied. The detailed version shows the accounting of gifts to a fund, detailing any adjustments.
      • Condensed Example:

    Condensed Example
      • Detailed Example:

    Detailed Example
  • Fund Detail Reports remain down due to Cognos upgrade to 11.0.7. ITS in communication with IBM to determine a fix. IBM actively working to resolve issue.
  • Detail reports for multiple funds down. Currently investigating issue.
  • Links to update previous search and return to the fund search page have been added. o Fund Detail Report has been updated to include Regents gifts, pledge payment for Foundation current-use funds, expenditures FYTD, organization, and IFOP for Regents funds.
  • Regents fund issue reported on 7/24/2017 is now fixed. Currently working on updating Gifts column in Fund Detail Report.
    • Currently, pledge payments for Foundation current-use funds not included.
    • Currently, Regents gifts not included.
  • Regents Payout sub-report now incorporates historical values.
  • Updated Quick Reference Guide with instructions on how to adjust date parameters for your saved list (Page 9).
  • Updated Donor/Gift Detail to remove adjustments from list.
  • Added a Search link on the Dashboard to make it easier for users to navigate back to the Fund Search page.
  • The ability to save fund lists is available.
  • When printing a screen, please use the "Run PDF" link located in the top left of the navigation bar.
    • The PDF functionality now properly formats all reports in STAR.
  • Fund search box adjusts to fit entire fund title.
  • Condensed search options onto one page. The advanced search options is now a drop down.
  • New-look dashboard for easier viewing of funds. Fund type is now displayed.
  • New report: Comprehensive Fund Detail - allows users to view monthly data in Excel.


Team Member Areas of Responsibility
Toni Drenon
  • Fund database updates
    • Principal Investigator
    • Business Officer
    • VC Area/Division/Department/Program
    • Fund Title/Purpose
  • New fund set-up
Carol Lim
  • Foundation transfers
  • Foundation IFOP set-up
Kierstin Sykes
  • Foundation fund administration
Sandra Stewart
  • Gift processing
Fund Stewardship
  • Donor contact information
  • Gift documents
  • Gift fund compliance
  • STAR issues/training/questions
If you're having trouble accessing STAR, please refer to your DSA for assistance.
STAR Troubleshooting Guide