Generating Reports with BudgetPak

Transcription

1 Generating Reports with BudgetPak Overview This guide contains instructions on how to run BudgetPak canned reports and custom reports for adopted budget, adjusted budget, and actuals on an annual, quarterly, and monthly basis. Financial information has been imported to BudgetPak for the previous two fiscal years and is updated daily for the current fiscal year. Access to financial information is restricted to units/organizations specified on your Access Authorization Form. What are canned reports? Canned reports are pre-defined reports available for users. Canned reports may be generated to view information on a day-to-day, monthly, quarterly, and annual basis. What are some of the canned reports available? Summary Reports Monthly Budget vs. Actual Year-over-Year What to expect: By Sections How to run summary reports 2 How to run budget vs. actual reports 3 How to run year-over-year reports 4 How to run monthly reports 5 How to save reports Revised as of 9/2/206 4:5 PM

2 Accessing BudgetPak Step : Go to: Step 2: Enter username and password. Click Log In. 2 Note: For all Log In issues, please contact the Budget Office at Budget@westernu.edu. - -

3 Section I: Summary Reports Step : Click Reports. Step 2: Select desired Unit and Version from drop down lists. Note: Only one unit can be selected

4 Section I: Summary Reports Step 3: Click View under my budget summary. Step 4: A new window will open with the report. You may send the report to Adobe PDF and/or Excel by clicking any of the following options: Send to PDF, Send to Excel, or Send to Excel (data only). A file download window will appear at the bottom of the screen. Click Open or Save to view/save report in specified format (PDF or Excel). To return to the Reports menu, click on the BudgetPakWeb browser/tab. 3 - or - - or - Step 5: This completes Section I: Summary Reports - 3 -

5 Section II: Adjusted Budget vs. Actual Reports Step : From the BudgetPak Home screen. Click Reports. Step 2: Click View under advanced reporting

6 Section II: Adjusted Budget vs. Actual Reports Step 3: Select or Click the following Parameters for each of the six steps shown under the advanced reporting window: Parameters Action Click Annual Click By standard subtotal Select from drop-down the desired version 20XX Actuals Click This version and select the desired version 20XX Adjusted Budget Click Change unit selections button and a new window will appear. Select WUHS: University of Health Sciences from the Select Company section. Select (All cross-units) for the Filter by crossunit section. Click Expand All Check the desired unit(s)/organization(s) Click OK Click Display detail and subtotals Click Standard report detail only Click Local company chart of accounts Click Yes to display notes and No to exclude notes. Select USD ($) from the drop-down menu Click View the Report - 5 -

7 Section II: Adjusted Budget vs. Actual Reports Step 4: A new window will open with the report(s). You may send report(s) to Adobe PDF and/or Excel by clicking any of the following: Send to PDF, Send to Excel, or Send to Excel (data only). A file download window will appear at the bottom of the screen. Click Open or Save to view/save report in specified format (PDF or Excel). To return to the Reports menu, click on the BudgetPakWeb browser/tab. 3 - or - - or - Step 5: This completes Section II: Adjusted Budget vs. Actual Report - 6 -

8 Section III: Year-over-Year Reports Step : From the BudgetPak Home screen. Click Reports. Step 2: Click View under advanced reporting

9 Section III: Year-over-Year Reports Step 3: Select or Click the following Parameters for each of the six steps shown under the advanced reporting window: Parameters Action Click Annual Click By standard subtotal Select from drop-down the desired version 20XX Actuals Click This version and select the desired version 20XX Actuals Click Change unit selections button and a new window will appear. Select WUHS: University of Health Sciences from the Select Company section. Select (All cross-units) for the Filter by crossunit section. Click Expand All Check the desired unit(s)/organization(s) Click OK Click Display detail and subtotals Click Standard report detail only Click Local company chart of accounts Click Yes to display notes and No to exclude notes. Select USD ($) from the drop-down menu Click View the Report - 8 -

10 Section III: Year-over-Year Reports Step 4: A new window will open with the report(s). You may send report(s) to Adobe PDF and/or Excel by clicking any of the following: Send to PDF, Send to Excel, or Send to Excel (data only). A file download window will appear at the bottom of the screen. Click Open or Save to view/save report in specified format (PDF or Excel). To return to the Reports menu, click on the BudgetPakWeb browser/tab. 3 - or - - or - Step 5: This completes Section III: Year-over-Year Reports - 9 -

11 Section IV: Monthly Reports Step : From the BudgetPak Home screen. Click Reports. Step 2: Click View under advanced reporting

12 Section IV: Monthly Reports Step 3: Select or Click the following Parameters for each of the six steps shown under the advanced reporting window: Parameters Action Click Monthly, then click the Select button Select the months, then click OK Click By standard subtotal Select from drop-down the desired version 20XX Actuals Click None Click Change unit selections button and a new window will appear. Select WUHS: University of Health Sciences from the Select Company section. Select (All cross-units) for the Filter by crossunit section. Click Expand All Check the desired unit(s)/organization(s) Click OK Click Display detail and subtotals Click Standard report detail only Click Local company chart of accounts Click Yes to display notes and No to exclude notes. Select USD ($) from the drop-down menu Click View the Report - -

13 Section IV: Monthly Reports Step 4: A new window will open with the report(s). You may send report(s) to Adobe PDF and/or Excel by clicking any of the following: Send to PDF, Send to Excel, or Send to Excel (data only). A file download window will appear at the bottom of the screen. Click Open or Save to view/save report in specified format (PDF or Excel). To return to the Reports menu, click on the BudgetPakWeb browser/tab. 3 - or - - or - Step 5: This completes Section IV: Monthly Reports - 2 -

14 Section V: Saving and Retrieving Saved Reports Step : To save a report, go to Reports menu, then click View under the advanced reporting section. Select desired parameters and click Save current selections as new saved report button. Note: Please reference Section II - IV for more detail instruction on how to select parameters. Step 2: Enter the Name for the report to be saved. Click OK to save

15 Section V: Saving and Retrieving Saved Reports Step 3: The following window will appear showing all saved reports. Click Close. Step 4: To retrieve saved report(s), go to Reports menu, then click View under the advanced reporting section. Click Run one of my saved reports. Step 5: The following window will appear. Click Preview. A new window will appear with the saved report(s). Step 6: This completes Section VI: Saving and Retrieving Saved Reports - 4 -