YTD Budget Report- Grant Funds

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 (Tyler Menu> Departmental Functions >YTD Budget Report). Click SEGMENT FIND.

    YTD Budget Report -

  2. Type in the Fund(s) you would like to look at, Location ###, Program(s) you would like to look at, the Type, and Account type E for Expense. Click ACCEPT.
    1. If a field is left blank, MUNIS will pull in ALL funded accounts, within the other specifications. See example below.
    2. If you would like to look at more than one Program or Type use the “|” (Bar key) to separate each. See example.

      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. Use Type ONLY in Sequence 1, if looking at Discretionary and Salary accounts.
    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 RETURN.

    Report Options: Accept and Back

  6. Select the PDF Icon to view your report.

    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 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: 63457
Created
Wed 10/3/18 3:45 PM
Modified
Mon 3/18/19 12:12 PM