Budget Transaction Detail Report

This article covers how to run and interpret the Budget Transaction Detail report on the Budget Management dashboard.

This report is similar to the Budget Detail Report on the Revenue/Expense Report dashboard.

What does this report show?

This report is a detail report of all of your budget transactions (both salary and non-salary transactions) such as initial baseline budget  load, benefits load, budget transfers, carry forward, etc. It includes:  Scenario, Journal ID, Journal Line Description, Document Line  Description, Journal Line Reference, Journal Date, Baseline Budget, and  Revised Budget.

Report Overview

The Budget Transaction Detail report is a year-to-date report by fiscal year and accounting period/month.

When you access the report, your personal settings for the report (page) appear. If you have not set up your personal settings, the system defaults will automatically populate.

Budget Transaction Detail Report

Report Filters

The first section of the report contains the available filters. Utilize the filters to narrow down your report results or find specific values.

Available Filters

Report Parameters and Available Column Headers

Just under the report filters are the report parameters and the available columns headers for the report results table.

report header

Report Parameters

Business Unit will always be FLCMP (Fullerton Campus).

Fiscal Year will match the Fiscal Year in the report filters.

YTD Period will match the Accounting Period in the report filters.

Total Number of Records Retrieved will be the total number of rows in the search results table.

Therefore, the report will be showing year-to-date information for the selected fiscal year from July 1st through the YTD Period.

Report Results Table

The second section of the report contains the report results table.

Report Results

Column Descriptions

Column Description
Journal ID The identification number assigned to the budget transaction.
Jrnl Ln Descr The description associated with the budget transaction.
Doc Ln Descr The header description associated with the budget transaction.
Jrnl Ln Ref The line reference for the budget transaction if entered.
Journal Date The date of the budget transaction.
Baseline Budget The amount of the transaction that was applied to the baseline budget.
Revised Budget The amount of the transaction that was applied to the revised budget.

Need More Help?

For technical assistance with the Data Warehouse, please contact the IT Help Desk at helpdesk@fullerton.edu or 657-278-7777.

For assistance with the Budget Management reports and data, please email Budget@fullerton.edu.