Report 1063

 

Budget Summary Report 1063

This report is useful to review budget information.You can also drill down to totals by individual expenditure accounts within a cost center.

Navigation: Custom Reports > GL > Click on Budget Summary (1063)

• The first time you run this report, you will need to click Add a New Value tab to name your report
• Then, click yellow add button
• Forever after, when you run this report, you will click Find An Existing Value
• If you can’t remember the name of the report, just click the yellow Search button, and this will return a list of your reports
• Click on the report and you will go to the Report Request Parameters page
• To run this report by a college, type in Business Unit 00784
• To FY/Period (Example 2009 in first box and 1 in second box) 2009=FY2009 and 1=September and 12=August)
• Check Print only active cost centers
• Check Revenue and Expense Budget Account Summary boxes
• To see all activity for a college, use the following parameters:
  Fund=All; Dept ID = Tree Range (to get this option, click on drop-down menu) Node=D0058 (for Dean of Education); Prog=All; Project=All
• Click yellow Run button in top right-hand column
• Make sure server name is blank and click OK
• Click blue Report Manager hyperlink
• When report is ready, link will appear
• Click on the .PDF report link
• Click on the printer icon in Adobe to print the report

You have successfully run and printed the budget summary report by college

Sample Report

Last updated or reviewed on 7/2/10