YTD Budget Report - Non Personnel with Programs

Body

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 Multi-year View on the Additional Options Tab (select “Default View”).
 

Instructions:

If you need to make an adjustment to your report options, you can click Define here and update before clicking Back.

  1. Open YTD Budget Report (Tyler Menu> Departmental Functions >YTD Budget Report). Click SEG FIND.
    MUNIS YTD Budget Report click Seg Find
     
  2. Type in the Fund (100), Location ### (046), Program code, Type 1, Account type E for Expense, and Account Status A (Active).
    1. If a field is left blank, MUNIS will pull in All funded accounts, within the other specifications. See the example below.
    2. If you would like to look at more than one search criteria e.g. Program or Type, use the “|” (Bar key) to separate each selection. See example.
      Program Codes Commonly Used   
       
  3. Click ACCEPT. The number of active accounts found will load at the bottom of the page.
    MUNIS YTD Budget Report click Report Options 
     
  4. In the “MENU” section of 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).
    1. This report will pull up all active accounts within the search criteria that have funds in them.
    2. To ensure that the correct information is requested click Report Options each time a report is run.
      Report Sequence data fields
       
  6. Click ACCEPT to save changes. Click BACK to close the window.
    Report Options  If you need to make an adjustment to your report options, you can click Define here and update before clicking Back.
  7. Click the format for displaying the YTD. Most common is PDF, however Excel and Word are other options. Wait for the report to generate. 
  8. If the report does not pop up in a separate window, at the bottom of your screen a box will appear (depending on browser may look different than one pictured below). Click carrot to open.
    MUNIS YTD Budget Report click PDF
     
 

Details

Details

Article ID: 123393
Created
Tue 12/29/20 11:55 AM
Modified
Wed 5/22/24 7:43 PM

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