YTD Budget Report – Discretionary Rollup No Programs

Overview:

Tyler Menu > Departmental Functions > YTD Budget Report
  • Report options save after they have been configured. The reports options shown in this document display budget amounts for any funds, locations, functions, etc.
  • The first time you open YTD Budget Report Options, you must choose a Format Type on the Print Options Tab (select “Standard Format”) and a Multiyear View on the Additional Options Tab (select “Default View”).
 

Instructions:

  1. Open YTD Budget Report (Tyler Menu > Departmental Functions > YTD Budget Report). Click SEARCH.

    YTD Budget Report: Search

  2. In “ROLLUP CODE,” type your three-digit location and “D” (ex: 009D). Choose “ACCOUNT TYPE”: Expense; choose “ACCOUNT TYPE”: Expense; choose "ACCOUNT STATUS": Active.

    Account Rollup

  3. Click ACCEPT. The number of records found will load at the bottom of the screen.

    Report Options: Accept

  4. In the “MENU” section on the Icon Toolbar, click REPORT OPTIONS.

    YTD Budget Report: Report Options

  5. Verify that the YEAR/PERIOD is set to the current Fiscal Year and 99 and that your Report Sequence options are correct (suggested options displayed below). To ensure that the correct information is requested, click Report Options each time a report is run.

    Report Sequence selections

  6. Click ACCEPT then click BACK.

    Report Options: Accept then Back

  7. Select the PDF Icon to view your report.

    YTD Budget Report: PDF

  8. At the bottom of your screen a box will appear (depending on browser may look different than one pictured below). Click carrot to OPEN.

    Select carrot for more options to Open PDF file

 


If you have further issues not identified above then click the Request Service button below to work with a technician. Choose "MUNIS" in the Other Software dropdown.

Request Service: Other Software Issues

Details

Article ID: 54107
Created
Thu 5/17/18 11:57 AM
Modified
Sun 3/17/19 10:09 AM