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Finance and Budget Integration

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.


Finance and Budget Integration Templates

Budget Planning Single Year View WEB Report

Budget Planning Single Year View CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

Last modified:
2013-01-22

Description:

To assist you with your analysis for the 2013-14 planning and budgeting exercise, this report provides 3 variations.  The report is set up using the same fund groupings and revenue and expense summaries as the Financial Budget Model.

The first variation is an exact duplication of the Financial Budget Model and may be queried for one fiscal year at a time. It has drill down capability to the account code level of detail.  To provide information on relative spend, the second (for Unrestricted Funds) and third variation (Restricted Funds) builds on the first one by adding columns with a  % calculation of how much each category represents relative to the total.

Report Help:
[Coming Soon]

Prompting Query Fields:
- University Fiscal Year
- University Fiscal Period
- Organization Code
- Fund Type
- Raw Data

View Information [for Crystal Report]:
DWH View(s):
- FB_TRANS_DETAILS
- FG_PERIOD_OPERATING_STATEMENT
- FG_TRANSACTION_DET_OPERATING

Budget Planning Multi-Year View WEB Report (Approximately 5 minutes run time)

Budget Planning Multi-Year CRYSTAL Report (Approximately 5 minutes run time)

Description, Prompting Query Fields, Help Documentation

Last modified:
2013-01-31

Description:
Part of the Financial and Budget Integration framework, this report provides 5 consecutive years of budgets, expenditures, and carry forwards for a specific organization.  The report can be displayed as a summary of all available fund type or an aggregate of account codes.

Report Help:
[Coming Soon]

Prompting Query Fields:
- University Fiscal Year
- University Fiscal Period
- Organization Code
- Fund Type
- Raw Data

View Information [for Crystal Report]:
DWH View(s):
- FB_TRANS_DETAILS
- FG_PERIOD_OPERATING_STATEMENT
- FG_TRANSACTION_DET_OPERATING

Consolidation of Financial Plans WEB Report

Consolidation of Financial Plans CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

Last modified:
2013-10-31

Description:
After submitting a 5 year budget plan, this report will retrieve a specified forecasting fiscal year for a specified fiscal year it was submitted.  Depending on the organization code used, a unit organization code will retrieve its submitted forecasting plan while a rollup organization code will retrieve all units and rollup organization codes that under the entered code.

Report Help:
[Coming Soon]

Prompting Query Fields:
- Organization Code
- Submission Fiscal Year
- Forecast Fiscal Year
- FBM/Salary Policy Information
- DWH access type

View Information [for Crystal Report]:
DWH View(s):
- FB(U)_FINANCIAL_BUDGET_MODEL

FBM Submission Monitor WEB Report

FBM Submission Monitor CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

Last modified:
2013-10-31

Description:
An Organization Hierarchy monitoring report to revew who and when a Financial Budget Model has been uploaded into Banner.

Report Help:
[Coming Soon]

Prompting Query Fields:
- Submission Fiscal Year
- Organization Code
- DWH access type

View Information [for Crystal Report]:
DWH View(s):
- FB(U)_FINANCIAL_BUDGET_MODEL

Budget Planning Multi-Year View TA Graders CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

Last modified:
2013-10-31

Description:
A summary of salary expenses for the past 5 year on Student Salaries.  Specifically Teaching Assistants and Graders.  This only contains the salary portion, not the benefits.

Report Help:
[Coming Soon]

Prompting Query Fields:
- University Fiscal Year
- University Fiscal Period
- Organization Code
- Specific Fund Type
- DWH access type

View Information [for Crystal Report]:
DWH View(s):
- FG(U)_PERIOD_OPERATING_STATEMENT

Budget Planning Salaries CRYSTAL Report [Required: HR DWH]

Description, Prompting Query Fields, Help Documentation

Last modified:
2013-11-25

Description:
HR driven report to provide the latest data slice of appointees within a specified Fiscal Year and a specified Organization Code.  NOTE: Users require the role HR_BUDGET_USER or HR_GENERAL_USER to access the Human Resources Data Warehouse in order to run this report.

Report Help:
[Coming Soon]

Prompting Query Fields:
- University Fiscal Year
- Organization Code
- Excel Friendly version
- Display funds used

View Information [for Crystal Report]:
DWH View(s):
- HR_LABOUR_DIST_HISTORY
- HR_JOB_HISTORY
- FG_FUND_HIER
- FG_ORGN_HIER
- FG_FISCAL_YEARS

Budget Planning Current Year Forecast CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

Last modified:
2013-11-28

Description:
A consolidation of a fiscal year budget, actuals and encumbrance in an FBM format in order to assist in a forecast of expenses for upcoming fiscal years.

Report Help:
[Coming Soon]

Prompting Query Fields:
- University Fiscal Year
- University Fiscal Period
- Fund or Organization Code
- Fund Type Selection
- Drilldown Order Level 1
- Drilldown Order Level 2
- Drilldown Order Level 3

View Information [for Crystal Report]:
DWH View(s):
- FG_FUND_PROFILE
- FG_FUND_HIER
- FG_ORGN_HIER
- FG_TRANSACTION_DET_OPERATING
- FG_PERIOD_OPERATING_STATEMENT
- FG_YEARLY_OPERATING_STATEMENT
- FG_YEARLY_BALANCE_SHEET