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Integrated Budget & Finance

Integrated Budget and Finance Reports can be used throughout the fiscal year to monitor and reconcile departmental operating budgets. These reports are most helpful if you need to compare budgets with actuals (salary or non-salary).

Log-In instructions for running these reports is available on the Running Web & Crystal Reports page.
Crystal Reports software is not required to run the web report templates.


Integrated Budget & Finance

Monthly Fund Summary by Account (Perm & Temp) WEB Report

Monthly Fund Summary by Account (Perm & Temp) CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

Last modified:
2011-03-03

Description:
Displays a summary of all transactions (budget components, year to date activity (YTD) and encumbrances) by account code, in the specified fiscal year and up to the specified period, for account codes within the queried 1A or 1B type fund. Has drill down capabilities to view transaction details by account code.

Report Help:
Monthly Fund Summary by Account (Perm & Temp) [.pdf]

Prompting Query Fields:
- Fiscal year
- Fiscal period
- Fund code

Available Budget by Position WEB Report

Available Budget by Position CRYSTAL Report.rpt 

Description, Prompting Query Fields, Help Documentation

Last modified:
2012-11-15

Description:
Lists total Budgets, Year to Date activity (YTD) and total salary encumbrances of individuals within the queried FUND or ORG, 1A or 1B fund type, and Single or Pooled position type.

Report Help:
Available Budget by Position.pdf [.pdf]

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
- Position Type (Single or Pooled)

View Information [for Crystal Report]:
View: FG.Salaries.With.Budget
View Help: Budget_with_Salaries [.pdf]

Available Budget by Salary Account (by Faculty/ Unit Org) WEB Report

Available Budget by Salary Account (by Faculty/ Unit Org) CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

Last modified:
2009-09-11

Description:
Provides an overview of budget components, Year to Date Activity (YTD) and salary encumbrances for salary account codes within the queried Faculty/Unit level Org.

Report Help:
Available Budget by Salary Account Code

Prompting Query Fields:
- Fund type (ex: 1A)
- Fiscal year
- Faculty/ Unit Org code

View Information [for Crystal Report]:
View: FG.Salaries.With.Budget
View Help: Budget_with_Salaries [.pdf]

Quarterly Variance Analysis WEB Report

Quarterly Variance Analysis CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

Last modified:
2011-08-29

Description:
This report is intended for users with faculty, department or unit level financial responsibilities, and therefore having query access to all 1A type funds within a given organization code. The report is used for queries comparing two fiscal years.

Report Help:
Quarterly Variance Analysis – 1A funds [.pdf]

Prompting Query Fields:
-Current Fiscal year
- Prior Fiscal Year
- Current Year Fiscal Quarter
- Prior Year Fiscal Quarter
- Org code
- Org level