Budget Details by Fiscal Year Report & Budget Details by Period Report

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:

 

 

Note: This report automatically downloads as an Excel Spreadsheet.

 

Information

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).

 

Step One

Navigating to the Reporting Table of Contents 

  • Navigate to WyoCloud and click on the Reporting Table of Contents tile.

  • 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.

 

Step Two

Running the Budget Details by Fiscal year Report

To run the Budget Details by Fiscal Year Report:

  • Under the "Budget and General Ledger" header on the Table of Contents, click on the Budget Details by Period Report.

  • The report prompt page will now be opened.

 

 

Narrowing Down the Report

  • You may use the following prompts to narrow the report to only display information relevant to your needs. It is required to search by Fiscal year and recommended at minimum to prompt by the organization.

Note: in most cases, you can leave a prompt blank or leave the default in any or all prompts.

  • After selecting desired prompts, click Apply.

  • The Budget Details by Fiscal Year Report is downloaded as an Excel File to your Browser and may be opened. 

 

Step Three

Running the Budget Details by Period Report

To run the Budget Details by Period Report:

  • Under the "Budget and General Ledger" header on the Table of Contents, click on the Budget Details by Period Report.

  • The report prompt page will now be opened.

 

Narrowing Down the Report

  • You may use the following prompts to narrow the report to only display information relevant to your needs. It is required to search by Period Name and recommended at minimum to prompt by the organization.

Note: in most cases, you can leave a prompt blank or leave the default in any or all prompts.

  • After selecting desired prompts, click Apply.

  • The Budget Details by Period is downloaded as an Excel File to your Browser and may be opened. 

 

Step Four

Parameters, Defined:

 

Column Name

Column Definition

Example

Mandatory Field:

Fiscal Year

Select the appropriate Fiscal Year

2022

Period Name

Select the appropriate Period

1 (July)

Optional Fields:

Subdivision

Name of the Subdivision

Business Enterprises Subdivision

Department

Name of the Department

Administration Department

Organization

Name of the Organization

 Accounting Office

Organization Code

Number that represents the Organization

22102 (Accounting Office)

Entity Code

Subset of the University reporting unit (most transactions fall under 10, unless your department is a specialized entity)

10 (University of Wyoming) 

Natural Account Code

Specific type of asset, liability, equity, revenue and expense. *Budgets are defined at this level, but ultimately rollup to specific categories*

64002 (Office Supplies)

Fund Class Code

Source of funds for transactions.

105 (Unrestricted Operating)

 

Fund Source Code

Specifies the exact nature of the source of funds, classified by restrictions to further narrow down the funding source

000001 (Unrestricted Operating)

 

Step Five

Interpreting the Report

 

Column Name

Description

Budget Debit Amount

The budgeted amount in the period (Fiscal Year Budget divided by 12 months) to be debited to a natural account line

Budget Credit Amount

The budgeted amount in the period (Fiscal Year Budget divided by 12 months) to be credited to a natural account line

Budget Total Amount

The budgeted amount difference between the debits and credits for a specific period

 

You have now completed the steps of running the Budget Details by Fiscal Year and Budget Details by Period Report.

Details

Details

Article ID: 136883
Created
Wed 11/17/21 1:31 PM
Modified
Tue 10/31/23 5:05 PM