Budget Report Instructions

Use the Budget Report to print the appropriation accounts showing the budget amounts and expended amounts for this year and last year.  In addition, the report lists the amounts requested, amounts approved, and percent variance.  At the beginning of your budgeting process you may find it handy to use the worksheet report format to provide blank columns rather than zeros so you can pencil in requested amounts and notes.  You can select the option to show the variance between the Manager Requested, Department Requested or Approved and the Budget Current Year figures.

Tips:

• Generally, you will run the Budget Report after you perform the Budget Update/Clear.  And, then reprint the report any time you need to see revised requests or updated information.  For more information on the timing and sequence of budgeting tasks, see Budgeting Procedure.

• To update the years that print on the Budget Reports use BGT-HDR Table Maintenance.

• Because the fields Department Requested and Manager Requested are user-defined, the field names in the software may not match the documentation.  You can globally change the field names during Budget Request Table Maintenance.

• For more information about running reports, see Print View.

• At the Report Writer window, you can change the selection and sort options for the report.  For more information, refer to the Report Writer Overview.

Directions:

To see directions for...

• Opening the Budget Report, click More.

   

  1.  Click Fund Accounting from the Menu Bar.

  2.  Click Budgeting.

  3.  Click Budget Report.
  
  Tip:  Or, use the keyboard shortcut:  [ALT] [u] [b] [b].

   

  Budget Report Window Example:

  

   

• Choosing the Selections at the Prompt Window, click More.

   

  Budget Report Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  Report Type	To select a report type, click a choice in the drop-down list. Manager Budget Report - provides a manager report Department Budget Report - provides a department report Budget Comparison - provides a comparison report
  Format	To select the report format, click a choice in the drop-down list: Report Format - provides a report format Worksheet Format - provides a worksheet format with blank columns for adding figures manually
  $ Variance	To select the variance comparison, click a choice in the drop-down list: Department Requested Manager Requested Approved
  Line Spacing	To select the line spacing for the report, click a choice in the drop-down list: Double spaced Single spaced
  Print Comments	To print lines for comments, click to check the box. To omit comment lines from the report, leave the box blank.
  Print Totals Only	To print totals and no detail, click to check the box. To omit the totals only, leave the box blank.
  	To accept your entries and proceed with report selections, click Continue or press [ENTER].
  	To escape from the print routine, click Cancel. Keyboard shortcut: [ALT + c]

   

  After clicking OK, the following Report Writer window displays:

   

  

   

  Budget Report - Report Writer Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  Report Writer	Review the Report Writer prompts and make changes, if applicable. Tips: To send the report to the Print View window, enter the appropriate Printer Number (usually 5). For more information, refer to the Report Writer Overview.
  Cover Page	Specify if you want to print a cover page that lists the range options and sort options. To include the cover page:  At the Options menu, click Cover Page so the check mark  appears. To omit the cover page:  Click Cover Page so the check mark  does not appear. Tips: This option is not included when you save the settings for a report. When you change the Cover Page option, the new setting becomes the default for the next report.
  Number of Copies	Enter the number of copies to print of the report.
  Printer	Displays the default printer number.  For more information, see Printing Options.
  	To the report, click OK or press [ENTER]. Keyboard shortcut:  [ALT + o]
  	To escape from the print routine, click Cancel. Keyboard shortcut: [ALT + c]

   

   

• Report Sample(s), click More.

   

  To see an example of the report, click Budget Report Sample.