Quick Links

Distribution Reports

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

Budget Distribution Authorization WEB Report

Budget Distribution Authorization CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

Last modified:
2014-02-26

Description:
Produces the POT ‘sign off’ sheet to be signed by the Dean/Director/Chair of a unit.

Report Help:
Budget_Distribution_Authorization

Prompting Query Fields:
- Fiscal year
- Annual Allocation number (POT)

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

Budget Distribution by FOAPAL WEB Report

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

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

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

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

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

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