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The following page is a blank template with a header that contains a quicklinks jump menu and the search UHD function. Page sections are identified with headers. The footer contains all required links, contact and emergency information.

Report 1063


Budget Summary Report 1063

This report is useful to review budget information.You can also drill down to totals by individual expenditure accounts within a cost center.

Navigation: Custom Reports > GL > Click on Budget Summary (1063)

  • The first time you run this report, you will need to click Add a New Value tab to name your report
  • Then, click yellow add button
  • Forever after, when you run this report, you will click Find An Existing Value
  • If you can’t remember the name of the report, just click the yellow Search button, and this will return a list of your reports
  • Click on the report and you will go to the Report Request Parameters page
  • To run this report by a college, type in Business Unit 00784
  • To FY/Period (Example 2009 in first box and 1 in second box) 2009=FY2009 and 1=September and 12=August)
  • Check Print only active cost centers
  • Check Revenue and Expense Budget Account Summary boxes
  • To see all activity for a college, use the following parameters:
    Fund=All; Dept ID = Tree Range (to get this option, click on drop-down menu) Node=D0058 (for Dean of Education); Prog=All; Project=All
  • Click yellow Run button in top right-hand column
  • Make sure server name is blank and click OK
  • Click blue Report Manager hyperlink
  • When report is ready, link will appear
  • Click on the .PDF report link
  • Click on the printer icon in Adobe to print the report

You have successfully run and printed the budget summary report by college

Sample Report

Last updated or reviewed on 7/2/10

   Click here to print this page

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