A number of reports have already been created in the UGA Budget Management and are ready for you to run.
In this topic you will run a Budgetary Summary Report for your Department.
First, log into the Budget Management System
Begin in the UGA Budget Management System Workspace.
The Complete folder of reports is displayed on a new tab.
Double-click the Complete folder.
The UGA Reports folder is displayed on a new tab.
Click the UGA Reports folder.
In this topic you will run a report for your department.
Double-click the Department folder.
Select the report you want to run.
Double-click the Budgetary Summary Report report title.
You need to select your department.
Select your department.
Example shown here: D14001000 option.
Add your department to the report.
Click the Add to Selected button.
Since the report opens with all departments, you will need to remove that option from the report.
Click the Remove from Selected button.
You are now ready to generate the report.
Review your prompts and run the report.
The report is run for the selected department and any departments that roll up to that department. The Page listbox shows which department is being displayed.
Review the information and then click the Page dropdown button to activate the menu to review another department.
You can click any of the other departments to see their summaries.
Example shown here: 14001000 - Academic Affairs list item.
Review that information and then try a different department.
Select the appropriate department.
Example shown here: 14001003 - VPAA Tech list item.
Return to the first department.
Select the appropriate Department.
Example shown here: 14001001 - Acad Affairs Administration list item.
Across the top are dimensions that can give different views of the data.
Expand the choices by clicking the small arrow next to the folder icon. Scroll through the list to find the fund you want to use.
Select the option you want to view.
Example shown here: F10600 option.
Run the report to see the effect of the fund selection.
Select another option.
Example shown here: F10000 option.
Run the report with the new dimension.
Click the OK button.
See the effect on a different department.
Click the Page dropdown button to activate the menu.
Click the 14001001 - Acad Affairs Administration list item.
Your report, as displayed is in the HTML format. To print or save the report, you will need to open in your PDF viewer.
Click the Open In PDF button.
Your PDF viewer opens and displays the report. You can use the menus in the viewer to print or save the report.
To close the report, close the tab in which it is displayed.