YTD Budget Report - Discretionary Directions


Tyler Menu>Departmental Functions>YTD Budget Report
  • Report options save after they have been configured. The report options shown in this document display budget amounts for any funds, location, 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”).


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

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

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

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

  6. Click ACCEPT to save your changes. Click BACK to close the window.

  7. Select the PDF Icon to view your report.


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


Article ID: 73917
Sun 3/17/19 9:16 AM
Sun 3/17/19 9:42 AM