Distribution Reports

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Budget Distribution Reports are best used during the Budget Development process which begins in the spring of each year.

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.


Distribution Exercise Report Templates

Distribution 1A or 1B: Budget in Internal Sales or Recovery Account Codes (pot level) WEB Report
File Distribution 1A or 1B: Budget in Internal Sales or Recovery Account Codes (pot level) CRYSTAL Report
 

Description, Prompting Query Fields, Help Documentation

Last modified:
2017-03-10

Description:
Displays all funds where a budget has been inputted using an account code that begins with 77 or that is categorized as internal sales or recovery during the annual Budget Distribution Exercise. It is possible to query for more than one ‘pot’ code at one time.

Prompting Query Fields:
- Fiscal year
- Annual Allocation number(s) - or "pot(s)"

View Information [for Crystal Report]:
View: FB.Budget.Development

Distribution 1A: Budget for 'Adjustment to Pay Periods' Account Code 600660 (pot level) WEB Report
File Distribution 1A: Budget for ‘Adjustment to Pay Periods’ Account Code 600660 (pot level) CRYSTAL Report
 

Description, Prompting Query Fields, Help Documentation

Last modified:
2017-03-10

Description:
Displays all funds where a budget has been inputted to account code 600660 during the annual Budget Distribution Exercise. Account 600660 is being used to earmark the budget allocated specifically for the ‘adjustment to pay periods’. This applies to 1A funds only. It is possible to query for more than one ‘pot’ code at one time.

Prompting Query Fields:
- Fiscal year
- Annual allocation Number(s) – or “pot(s)”

View Information [for Crystal Report]:
View: FB.Budget.Development

Distribution 1A: Budget in ‘Unapplied Budget Measure’ Account Code 700082 (pot level) WEB Report
File Distribution 1A: Budget in ‘Unapplied Budget Measure’ Account Code 700082 (pot level) CRYSTAL Report
 

Description, Prompting Query Fields, Help Documentation

Last modified:
2017-03-10

Description:
Displays all funds where a budget has been inputted to account code 700082 during the annual Budget Distribution Exercise. Account 700082 is being used to earmark the administrative and support salaries budget measure that is not yet possible to offset with actual reductions. This applies to 1A funds only. It is possible to query for more than one ‘pot’ code at one time.

Prompting Query Fields:
- Fiscal year
- Annual allocation Number(s) – or “pot(s)”

View Information [for Crystal Report]:
View: FB.Budget.Development

Distribution 1A: Budget in ‘Admin & Support Staff’ Account Codes 600018, 600020, 600021 & 600022 (pot level) WEB Report
File Distribution 1A: Budget in ‘Admin & Support Staff’ Account Codes 600018, 600020, 600021 & 600022 (pot level) CRYSTAL Report
 

Description, Prompting Query Fields, Help Documentation

Last modified:
2017-03-10

Description:
Displays all funds where a budget has been inputted to position codes using one of the following account codes: 600018, 600020, 600021 & 600022 during the annual Budget Distribution Exercise. It is possible to query for more than one ‘pot’ code at one time.

Prompting Query Fields:
- Fiscal year
- Annual allocation Number(s) – or “pot(s)”

View Information [for Crystal Report]:
View: FB.Budget.Development

Distribution 1A: Budget in Benefits Account Code 600125 (pot level) WEB Report
File Distribution 1A: Budget in Benefits Account Code 600125 (pot level) CRYSTAL Report
 

Description, Prompting Query Fields, Help Documentation

Last modified:
2017-03-10

Description:
Displays all funds where a budget has been inputted to account code 600125 during the annual Budget Distribution Exercise. Account 600125 is being used to earmark the budget allocated specifically to offset the cost of employer benefit programs and mandatory government deductions. It is possible to query for more than one ‘pot’ code at one time.

Prompting Query Fields:
- Fiscal year
- Annual allocation Number(s) – or “pot(s)”

View Information [for Crystal Report]:
View: FB.Budget.Development

Distribution 1A or 1B: Budget in External Revenue Account Codes (pot level) WEB Report
File Distribution 1A or 1B: Budget in External Revenue Account Codes (pot level) CRYSTAL Report
 

Description, Prompting Query Fields, Help Documentation

Last modified:
2017-03-10

Description:
Displays all funds where a budget has been inputted using an account code that begins with 5 during the annual Budget Distribution Exercise. It is possible to query for more than one ‘pot’ code at one time.

Prompting Query Fields:
- Fiscal year
- Annual allocation Number(s) – or “pot(s)”

View Information [for Crystal Report]:
View: FB.Budget.Development

 

Budget Distribution by FOAPAL WEB Report

File Budget Distribution by FOAPAL CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

Last modified:
2014-02-26

Description:
Displays all Budget Development information at the Department Level as per FZABDFP in BANNER.

Report Help:
Budget_Distribution_by_FOAPAL

Prompting Query Fields:
- Fiscal year
- Fund code

View Information [for Crystal Report]:
View: FB.Budget.Development
View Help: Budget_Development

Budget Distribution by Position WEB Report

File Budget Distribution by Position CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

Last modified:
2014-02-26

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_Distribution_by_Position

Prompting Query Fields:
- Fiscal year
- Fund code

View Information [for Crystal Report]:
View: FB.Budget.Development
View Help: Budget_Development

Budget Distribution by Position and Person WEB Report

File Budget Distribution by Position and Person CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

Last modified:
2014-02-26

Description:
Displays all position and salary information, including incumbent’s name, McGill ID, Start and End dates at the Department level as per Budget Development form - FZABDPN in Banner. Information is grouped by unique FOAPAL.

Report Help:
Budget_Distribution_by_Position and_Person

Prompting Query Fields:
- Fiscal year
- Fund code

View Information [for Crystal Report]:
View: FB.Budget.Development
View Help: Budget_Development

Opening Academic Salary Budgets WEB Report

File Opening Academic Salary Budgets CRYSTAL Report

Note: This report will not be used for the 2014-15 exercise.

Description, Prompting Query Fields, Help Documentation

Last modified:
2012-04-17

Description:
Displays all academic position and salary budget information, including incumbent’s name, McGill ID, start & end dates, at the fund level. Budgets are grouped by account-activity-location code. Report is intended for fiscal years ≥ 11.

Report Help: 
Opening_Academic_Salary_Budgets_(>=FY11) [.pdf]

Prompting Query Fields:
- Fiscal year
- Fund code

View Information [for Crystal Report]:
View: FB.Trans.Details
View: FBU.Budget.Ledger.Summary

Opening Non-Academic Salary Budgets WEB Report

File Opening Non-Academic Salary Budgets CRYSTAL Report

Note: This report will not be used for the 2014-15 exercise.

Description, Prompting Query Fields, Help Documentation

Last modified:
2012-04-17

Description:
Displays all non-academic position and salary budget information, including incumbent’s name, McGill ID, start & end dates, at the fund level. Budgets are grouped by account-activity-location code. Report is intended for fiscal years ≥ 11.

Report Help: 
Opening_Non-Academic_Salary_Budgets_(>=FY11) [.pdf]

Prompting Query Fields:
- Fiscal year
- Fund code

View Information [for Crystal Report]:
View: FB.Trans.Details
View: FBU.Budget.Ledger.Summary

Opening Budget Summary WEB Report

File Opening Budget Summary CRYSTAL Report

Note: This report will not be used for the 2014-15 exercise.

Description, Prompting Query Fields, Help Documentation

Last modified:
2012-04-17

Description:
Displays all opening budget information at the fund level. Includes opening permanent benefits budgets. Budgets are grouped by account-activity-location code. Report is intended for fiscal years ≥ 11.

Report Help: 
Opening Budget Summary (>= FY11) [.pdf]

Prompting Query Fields:
- Fund code

View Information [for Crystal Report]:
View: FB.Trans.Details