Summary
This guide covers navigating to the two reports on the Transactional Reporting Table of Contents, the differences between them, and how to run them. The Budget Details by Fiscal Year Report and Budget Details by Period Report provide details about your organization’s Fiscal Year budget.
Body
This guide will cover:
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Note: This report automatically downloads as an Excel Spreadsheet.
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The Budget Details by Fiscal Year Report and Budget Details by Period Report provide details about your organization’s Fiscal Year budget. The Budget Details by Fiscal Year Report is run for an entire fiscal year, the Budget Details by Period Report breaks out the information into twelve months (periods).
Navigating to the Reporting Table of Contents
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Navigate to WyoCloud and click on the Reporting Table of Contents tile.
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Once you have located the Table of Contents, click on the "Budget Details by Fiscal Year Report” (explained in Step 2) or the “Budget Details by Period Report” (explained in Step 3). Both reports are found under the Budget and General Ledger header.
Running the Budget Details by Fiscal year Report
To run the Budget Details by Fiscal Year Report:
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Under the "Budget and General Ledger" header on the Table of Contents, click on the Budget Details by Period Report.
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The report prompt page will now be opened.
Narrowing Down the Report
Note: in most cases, you can leave a prompt blank or leave the default in any or all prompts.
Step Three
Running the Budget Details by Period Report
To run the Budget Details by Period Report:
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Under the "Budget and General Ledger" header on the Table of Contents, click on the Budget Details by Period Report.
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The report prompt page will now be opened.
Narrowing Down the Report
Note: in most cases, you can leave a prompt blank or leave the default in any or all prompts.
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After selecting desired prompts, click Apply.
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The Budget Details by Period is downloaded as an Excel File to your Browser and may be opened.
Step Four
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Column Name
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Column Definition
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Example
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Mandatory Field:
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Fiscal Year
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Select the appropriate Fiscal Year
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2022
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Period Name
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Select the appropriate Period
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1 (July)
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Optional Fields:
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Subdivision
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Name of the Subdivision
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Business Enterprises Subdivision
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Department
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Name of the Department
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Administration Department
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Organization
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Name of the Organization
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Accounting Office
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Organization Code
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Number that represents the Organization
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22102 (Accounting Office)
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Entity Code
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Subset of the University reporting unit (most transactions fall under 10, unless your department is a specialized entity)
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10 (University of Wyoming)
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Natural Account Code
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Specific type of asset, liability, equity, revenue and expense. *Budgets are defined at this level, but ultimately rollup to specific categories*
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64002 (Office Supplies)
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Fund Class Code
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Source of funds for transactions.
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105 (Unrestricted Operating)
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Fund Source Code
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Specifies the exact nature of the source of funds, classified by restrictions to further narrow down the funding source
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000001 (Unrestricted Operating)
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Step Five
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Column Name
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Description
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Budget Debit Amount
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The budgeted amount in the period (Fiscal Year Budget divided by 12 months) to be debited to a natural account line
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Budget Credit Amount
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The budgeted amount in the period (Fiscal Year Budget divided by 12 months) to be credited to a natural account line
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Budget Total Amount
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The budgeted amount difference between the debits and credits for a specific period
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You have now completed the steps of running the Budget Details by Fiscal Year and Budget Details by Period Report.