YTD Budget Report - Discretionary with Programs

Overview:

MUNIS > 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 Multiyear View on the Additional Options Tab (select “Default View”).
 

Instructions:

  1. Open YTD Budget Report (MUNIS> Departmental Functions >YTD Budget Report). Click SEGMENT FIND.

    YTD Budget Report: Seg Find

  2. Fund 100, Location ###, Program code (to include only a specific program, if not leave blank), Type 1. Click ACCEPT
    1. If Program is left blank, MUNIS will pull in ALL funded programs within the General Fund (Fund 100) for your Location.
      See example below.

      Find by Segments

  3. Click REPORT OPTIONS.

    YTD Budget Report: Report Options

  4. 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).
    1. This report will pull up all Programs that you have funds in.
    2. To ensure that the correct information is requested click Report Options each time a report is run.

      Report Sequence

  5. Click ACCEPT then click BACK.

    Report Options: Accept and Back

  6. Click PDF and wait, for the report to generate.

    YTD Budget Report: PDF

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

    Click carrot to Open

 


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: 63456
Created
Wed 10/3/18 3:45 PM
Modified
Sun 3/17/19 10:36 AM