Budget by Account Report

This guide will cover:

  • How to navigate to the Budget by Account Report on Transactional Reporting Table of Contents in WyoCloud.
  • How to run a Budget Report by Account.
  • If you would like to view your actuals, see the Account Analysis Report.

 

Step One

Upon accessing WyoCloud from WyoWeb, navigate to Scheduled Processes.

  • Click on the Navigator (three horizontal lines) in the upper left corner of the homepage.

  • First click on Tools to expand (you may need to scroll within the navigator), then click Reports and Analytics.

  • The Reports and Analytics page is displayed.

Step Two

Navigate to the Transactional Reporting Table of Contents, where the Budget by Account is located.

  • Select the small double arrow above the search.

  • From the drop down, select Shared Folders.

  • All Shared Folders you currently have security access for will display.  To locate the Transactional Table of Contents, begin by clicking on the Custom folder (you may need to scroll to locate it).

  • Click Dashboards.

  • Click Table of Contents.

  • To open the Table of Contents, click on the title

 

Note: You can set the Table of Contents as a favorite for easier navigation in the future.  For directions see this Quick Reference Guide.

 

Step Three

To Run Budget to Actuals by Account Report:

  • Select Budget by Account, under the General Ledger and Budgetary Control header.

  • Select the desired Organization, Fund Source, Budget, Period Year, and Account then select Apply.

  • The Budget By Account Report is displayed.

You have now completed the steps to Run a Budget by Account.

 

 

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Details

Article ID: 39116
Created
Fri 9/15/17 9:35 AM
Modified
Sun 6/16/19 11:51 AM

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