Using the Report Builder

Users can quickly generate reports using predefined templates. Predefined templates are available which can reduce manual effort and improve efficiency.

  1. Select Global Ledger > Analysis > Main.
  2. On the Report Designer panel, click Go To Designer.
  3. On the Reports tab, click Report Builder.
  4. Specify this information:
    Select Report
    Select a report from these predefined templates:
    • Select the Budget Performance Worksheet report to display the departments in rows, with columns for Current Month Actuals, Budget, Variance, Variance Percentage, YTD Actual, YTD Budget, YTD Variance, YTD Variance Percentage, YTD Actual Last Year.
    • Select the Comparative Balance Sheet (Year, Quarter and Month) report to display the accounting entity, department, fund, account, etc. in rows, with columns for Current Year Balance, Current Quarter Balance, Current Month Balance, Prior Year Balance, Prior Quarter Balance, Prior Month Balance, Variance, and Variance Percentage.
    • Select the Current Year Roll Forward report to display the accounting entity and account in rows, with columns for Beginning Balance, Monthly balances, and Ending Balance.
    • Select the Trial Balance by Entity, Business Unit and Department report to display the accounting entity, business unit, department, and account information in rows, with columns for Beginning Balance, Month to Date Balance, and Ending Balance.
    • Select the Trial Balance by Entity and Department report to display the accounting entity, department, and account in rows, with columns for Beginning Balance, Month to Date Balance, and Ending Balance.
    • Select the Fund Balance Report report to display the funds and accounts in rows, with columns for Current Year Appropriations, Total Appropriated Funds, Current Year Actuals, Encumbered and Unpaid, and Unencumbered Balance.
    • Select the Project Financial Summary by Account report to display projects and account for rows, with columns for Actuals, Commitments, Encumbrances, Budget and Variance.
    Report ID
    A report ID is automatically generated from the template or you can specify a new name. This name cannot be edited after saving the report.
    Note: If the report ID is not edited, a numeric number is placed at the end of the report ID, row, and column to make it independent to existing reports when saving.
    Title
    The report title is automatically generated from the template or you can specify a new name.
    Note: Depending on what report is chosen, various dimensions or scenarios will appear after the Title field. These options allow the ability to specify a certain dimension or scenario to populate within the report.
    Select Department Dimension
    Specify a department dimension for the report. One dimension is required.
    Select Actual Scenario
    Specify an actual scenario for the report.
    Select Budget Scenario
    Specify a budget scenario for the report.
  5. Click Submit. The report can be edited after creation.
    Note: All Dimensions within the templates are set to a posting level. They can be edited after creation to reflect summary or hierarchical levels.