Using BSR 2.x Features

The BSR allows you to create custom views of the data so that you can review the data you need.

To save or select custom views of the Budget Status Report, click the View: Original menu option.

The Custom Views dialog box is displayed.

Enter an appropriate name for your saved view into the Name this view field.

Example shown here: " DFA View 1 " in the Name this view field.

Once you enter a name for the custom view and decide whether or not to select it as your default, click the Save button.

To generate a link to share with others, click the Share menu option.

To send a copy of the view or report via email, click the Subscribe menu option.

To download a copy of your current view, click the Download menu option.

To view one or more specific department, click the Department filter drop-down list.

The Department ID list is displayed.

To easily locate the Department ID, enter the partial or complete Department ID into the search box. You can also type in the first couple of digits and the * symbol (wild card) to only pull up departments that begin with the entered digits.

You can select more than department if needed.

In addition to being able to filter by department, budget reference, and account codes, you can also filter by ChartField1 by entering appropriate information into the Chartfield1 ID Descr field..

To view the account code information in more detail on the summary screen, click the Expand [+] button beside the UGAACCTTREE Level02 column.

To close the detailed budget status information about UGAACCTTREE Level03, click the Close [-] button beside the UGAACCTTREE Level02 field.

To activate a menu with additional actions, you can click on the data, such as the Account Code.

Example shown here: 500000 - Personal Services Expense Account Code.

To navigate to the Details page, click the Detail-Dept-Fund-Acct tab.

Note: You can navigate to this page with or without a fund or account code selected.

The Details page is displayed. From this page, you can expand the account tree (UGAACCTTREE) from levels 2 to 4.

Click the Expand [+] button beside the UGAACCTTREE Level02 field to expand the account tree levels.

To expand the account tree to show individual account codes, click the Expand [+] button beside the UGAACCTTREE Level03 field.

Collapse the account tree by one or more levels by clicking the Close [-]   button next to the appropriate UGAACCTTREE column.

To activate the additional actions menu for an entire column, click the appropriate column header.

Example shown here: Current Year Estimated column.

A pop-up box is displayed. From this pop-up, you can choose to only keep the selected column, exclude the column, or navigate to the transaction list for the values in the selected column.

Example shown here: Exclude option.

To only include the selected column, activate the menu and click the Keep Only option.

All columns to the right of the selected column are no longer displayed.

To display these columns once more, click the Undo menu option.

To view the transaction list for the selected amount, click the Go to Transaction List link within the pop-up box.