Quick Links

Budget Reports for 1A & 1B Funds

Budget reports are designed to be used for Operating funds only. The reports have been organized into four groups: Maintenance reports (on this page), Distribution Exercise reports, Integrated Budget & Finance reports, and Finance and Budget Integration reports.

Running these reports:

You must have Budget module access to run these reports – this is granted once FIS Users have completed course FIS 314. If you are unsure whether you have budget access, contact the Finance Help Desk by fishelp [dot] acct [at] mcgill [dot] ca (email) or phone at 514-398-3463 to verify your FIS profile.

If you feel that access to these reports is integral to performing your job duties, contact your Faculty/Unit Financial Officer to discuss gaining access to Budget information.


Instructions for logging in to reports and exporting data is available on the Running Web & Crystal Reports page.
Crystal Reports software is not required to run the web report templates.


Maintenance reports can be used throughout the fiscal year to monitor and reconcile departmental operating budgets.

Maintenance Report Templates

Budget Summary by Faculty Level Org WEB Report

Budget Summary by Faculty Level Org CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

Last modified:
2007-08-23

Description:
Displays the Operating budget summary of a specified Fiscal Year by Department level Organization codes within a Faculty level ORG.

Report Help:
Budget Summary by Faculty Level Org

Prompting Query Fields:
- Fiscal year
- Faculty Org code

View Information [for Crystal Report]:
View: FB.Trans.Details
View Help: Budget Transaction Details [.pdf]

Budget Maintenance Transactions by Category WEB Report

Budget Maintenance Transaction by Category CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

Last modified:
2012-10-29

Description:
This report provides a list of all budget transactions in a selected category (Salary Policy, Workforce Planning, HR Budget Feed, Tenure Track Cleanup, MUNACA Strike, Restricted Accounts or Carry Forward & Encumbrance Roll) for the specified fiscal year.

Report Help: 
Budget Maintenance Transaction by Category

Prompting Query Fields:
- Fiscal year
- Fund type (1A or 1B)
- Level (ORG levels 2, 3 or 4, or FUND level)
- ORG code or FUND code
- Category (Salary Policy, Workforce Planning, HR Budget Feed, Tenure Track Cleanup, MUNACA Strike, Restricted Accounts or Carry Forward & Encumbrance Roll)

View Information [for Crystal Report]:
View: FB_Trans_Details
View Help: Budget Transaction Details [.pdf]

Budget Maintenance Transaction by Fund WEB Report

Budget Maintenance Transaction by Fund CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

Last modified:
2009-04-14

Description:
Displays all Budget transaction details by Fiscal year and by fund code. Budgets are grouped by Account code. Formerly called "Budget Maintenance Transaction by F-O-P".

Report Help:
Budget Maintenance Transaction by Fund [.pdf]

Prompting Query Fields:
- Fiscal year
- Fund code

View Information [for Crystal Report]:
View: FB.Trans.Details
View Help: Budget Transaction Details [.pdf]

Budget Maintenance Transaction by Position WEB Report

Budget_Maintenance_Transaction by_Position CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

Last modified:
2009-04-14

Description:
Displays all position and salary information at the Department level as per Budget Development form - FZABDPN in Banner. Information is grouped by unique FOAPAL string.

Report Help:
Budget Maintenance Transactions by Position

Prompting Query Fields:
- Fiscal year
- Fund code

View Information [for Crystal Report]:
View: FB.Trans.Details
View Help: Budget Transaction Details [.pdf]