Viewing Budget Balances in the UGA Financial Management System

Summary

In this article, you will run a query to view Budget Balances.

Body

   Overview   

In this article you will run a query to locate and view Budget Balances. You will also learn to download the file to an Excel Spreadsheet.

In this article, you will run a query to view Budget Balances. 

1. Step 1

Financial Management System homepage displayed with Employee Self Service drop down highlighted

First, log into the Financial Management System.

Click the Employee Self Service dropdown button to activate the menu.

2. Step 2

Financial Management System homepage displayed with UGA Financials link highlighted

Click the UGA Financials link.

3. Step 3

Financial Management System homepage displayed with Query Viewer tile highlighted

Click the Query Viewer tile.

4. Step 4

Query Viewer Search page displayed with Advanced Search button highlighted

The Query Viewer Search page is displayed.

Click the Advanced Search link.

5. Step 5

Query Viewer Search page displayed with Query Name field highlighted

For this query, you will search by Query Name.

In the Query Name field, click the drop-down arrow to choose an operator value.

6. Step 6

Query Viewer Search page displayed with Query Name field highlighting contains

Click the contains list item.

7. Step 7

Query Viewer Search page displayed with Query Name field highlighted

The Query Viewer page opens so that you can search for the query you need.

Note : If you have already added it to your My Favorite Queries list, you can run the query from there without searching.

In the Query Name field, enter "UGA%Budget".

8. Step 8

Query Viewer Search page displayed with Search button highlighted

Click the Search button.

9. Step 9

Query Viewer Search page displayed with Query Name results highlighted

The Query is shown in the list. If necessary, scroll down the page to find the BUDGET Query.

10. Step 10

Query Viewer Search page displayed with HTML link highlighted

Once you have located the BUDGET BALANCE query, click the HTML option to see the report online.

11. Step 11

Query Parameters page displayed

The Query Parameters page is displayed. This page is used to enter the reporting parameters you wish to use to search for your query.

In this example, you will use the Dept field to search for your query.

To clear the field, press [Delete] to continue.

12. Step 12

Query Parameters page displayed with Dept field highlighted

Enter appropriate information into the Dept  field.

The number you enter into the Dept field will determine the number of results being returned. Example shown here: You will search for all departments that start with 32. 

" 32% " in the Dept field.

13. Step 13

Query Parameters page displayed with View Results highlighted

Click the View Results button.

14. Step 14

Query Parameters page displayed with Query Results highlighted

The Query Results are displayed.

You can also use hyperlinks on the page to download the data to an Excel Spreadsheet.

15. Step 15

Query Parameters page displayed with Excel Spreadsheet link highlighted

Click the Excel Spreadsheet link.

16. Step 16

Query Parameters page displayed with Open button highlighted

You may receive a message at the bottom of the page asking you if you want to open or save the query.

Click the Open button.

17. Step 17

Query Parameters page displayed with Allow button highlighted

Click the Allow button.

18. Step 18

Excel Spreadsheet displayed

The Excel spreadsheet opens in a new window.

19. Step 19

Excel Spreadsheet page displayed with Save button highlighted

You can save the file to your desktop or close the file to return to the Query Viewer page.

 

Details

Details

Article ID: 151495
Created
Sun 9/25/22 10:09 AM
Modified
Wed 4/1/26 8:43 PM