Creating a Budget Analysis Report

The Budget Analysis Report can be run at any time after budgets are calculated.

Because values are persisted as of a certain date and time on this report, create a new report for these situations:

  • Changes to supervisor structure
  • Changes to awarding view status
  • Changes to the awarding status on the manager’s budget and awarding record
  • Transfer of an employee from one manager to another
  • Performing a manager-to-manager transfer of budget amounts
  • Updates to awarding records
  1. Select Compensation > Awarding > Budget Process > Budget Analysis Reports

    This menu is available if the administrator has configured the system to use the On Demand Report option for the Budget Analysis.

  2. Click Create Budget Analysis Report.
    • Preliminary and Final status.
    • The Manager Budget Analysis Report includes manager records that have been finalized, where the Awarding Status is Available.
    • You can set a report to be activated when it is complete, or you can activate it after reviewing the results. To activate the report, select Compensation > Awarding > Budget Process > Budget Analysis Reports and then select Activate Report.
    • There can only be one active report. If you select Set Report To Active for a report, that report becomes active after it is complete. The other report becomes inactive.
    • The active report is displayed to managers.