In this article we will discuss how to access budget reports.
1. Log into Oracle at the following link: https://fa-exad-saasfaprod1.fa.ocs.oraclecloud.com
2. From the tabs at the top choose Budgetary Control.
3. Choose Budget Analysis Report
4. Enter the necessary information from drop-down menus.
- Control Budget: Choose working budget which includes any budget transfers.
- Budget Year: Choose current or prior years
- Budget From/ To Period: You can choose one month at a time of September to current month for the full year.
- Fund: Select operating fund 100000 Current Funds Unrestricted
- Cost Center: Choose from assigned departments (You can choose multiple cost centers)
- Account: You can choose accounts individually or all to see all balances.
- Activity: Select 00000-General
- Interfund: Select 000000-General
5. There are 3 reports to choose from.
- Summary YTD- Total year amounts
- Summary PTD- Amounts for a selected time period
- Detail Report- Lists all transactions for each account
6. Select Apply (please note this may take a few minutes to display)
7. Reports can be downloaded into different formats from the drop-down menu located on the top right of the report
