Running WEB Reports
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Budget reports are designed to be used for Operating funds only. The reports have been organized into four groups:聽Maintenance reports (on this page), Distribution Exercise reports,聽Integrated Budget & Finance reports, and Finance and Budget Integration reports.
Running these reports:
You must have Budget module access to run these reports 鈥� this is granted once FIS Users have completed course BUD 314. If you are unsure whether you have budget access, submit a ticket via the聽聽or by phone at聽514-398-3463聽to verify your FIS profile.
If you feel that access to these reports is integral to performing your job duties, contact your Faculty/Unit Financial Officer to discuss gaining access to Budget information.
Instructions for logging in to reports and exporting data is available on the Running Web & Crystal Reports page.
Crystal Reports software is not required to run the web report templates.
Maintenance reports can be used throughout the fiscal year to monitor and reconcile departmental operating budgets.
Maintenance Report Templates
Budget Summary by Faculty Level Org CRYSTAL Report
Description and Prompting Query Fields
Last modified:
2007-08-23
Description:
Displays the Operating budget summary of a specified Fiscal Year by Department level Organization codes within a Faculty level ORG.
Prompting Query Fields:
- Fiscal year
- Faculty Org code
View Information [for Crystal Report]:
View: FB.Trans.Details
Budget Maintenance Transaction by Category CRYSTAL Report
Description and Prompting Query Fields
Last modified:
2012-10-29
Description:
This report provides a list of all budget transactions in a selected category (Salary Policy, Workforce Planning, HR Budget Feed, Tenure Track Cleanup, MUNACA Strike, Restricted Accounts or Carry Forward & Encumbrance Roll) for the specified fiscal year.
Prompting Query Fields:
- Fiscal year
- Fund type (1A or 1B)
- Level (ORG levels 2, 3 or 4, or FUND level)
- ORG code or FUND code
- Category (Salary Policy, Workforce Planning, HR Budget Feed, Tenure Track Cleanup, MUNACA Strike, Restricted Accounts or Carry Forward & Encumbrance Roll)
View Information [for Crystal Report]:
View: FB_Trans_Details
Budget Maintenance Transaction by Fund CRYSTAL Report
Description and Prompting Query Fields
Last modified:
2009-04-14
Description:
Displays all Budget transaction details by Fiscal year and by fund code. Budgets are grouped by Account code. Formerly called "Budget Maintenance Transaction by F-O-P".
Prompting Query Fields:
- Fiscal year
- Fund code
View Information [for Crystal Report]:
View: FB.Trans.Details
Budget_Maintenance_Transaction by_Position CRYSTAL Report
Description and Prompting Query Fields
Last modified:
2009-04-14
Description:
Displays all position and salary information at the Department level as per Budget Development form - FZABDPN in Banner. Information is grouped by unique FOAPAL string.
Prompting Query Fields:
- Fiscal year
- Fund code
View Information [for Crystal Report]:
View: FB.Trans.Details