3. Procedure Menu Selection: Financial Management>Reports>Budgetary>Budget by Account Classification

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1 Procedure # RPT-5 Budget Performance by Classification Created By Carolyn Maricque 8/22/09 Approved By BUDGETARY REPORT OVERVIEW BUDGET BY ACCOUNT CLASSIFICATION 1. General The Budget by Account Classification is one of many customizable budgetary reports that can be generated in New World Systems Logos.NET. The reporting area can be summarized at the classification of an account using the Budget by Account Classification report. This report can be utilized for reporting to your Committee. 2. Definitions Account Classification Grouping of similar accounts. The account classification is the level that the budget is validated for expenditures. 3. Procedure Menu Selection: Financial Management>Reports>Budgetary>Budget by Account Classification Procedure #: RPT-5 1 of 6

2 The Budget by Account Classification can be customized to meet the reporting needs of the user by determining which options to select when generating the report. Budget Performance Report Options: Overall Options: Load Saved Report If the same report using the same criteria is run on a regular basis, this option allows the report to be saved and named something meaningful to the user. The next time the report is run, it can be found in the Load Saved Report field by clicking on the drop down box. After selecting the report, it will be loaded and any necessary changes can be made and it can be printed. Distribution Group Allows access for a group of users to be established for a saved report. Group Provides the ability to the report to individuals. At this time this option is not available. Override Report Title Enables a standard report to be renamed when printed, so it is more specific to the report being printed. Report Criteria: Report Thru Date - Enter the ending date of time period you wish to run the report through for your year to date activity. For example, if you wish to view your July activity after the month s financial close, enter 7/31/2009 in this field. Account Type Select whether the budget performance report should include Expenses, Revenues, or <All> for both revenue and expense accounts. Report Detail Select Summary to only include the classification total or select Detail to include both the account and classification. Budget Balances This option does not need to be changed (leave at the Annual default) as Brown County reports the budget in an annual amount. Prior Year Balances Select whether the report should include prior year balances. If not, select None. If yes, select either the Total Year balance or the Year-to-Date balance. Procedure #: RPT-5 2 of 6

3 Under the Organizations tab, select the organization set(s) you wish to generate the report for by double-clicking on the organization set number(s) or highlighting the line and clicking on the selection arrows Navigate to the Account Classifications tab by clicking on it. Procedure #: RPT-5 3 of 6

4 Under the Accounts Classifications tab, select the account(s) you wish to include in the report by double-clicking on the account classification or highlighting the line and clicking on the selection arrows. If you wish to run the report for all classifications, click on the double selection arrows to move all accounts to the selected field. Navigate to the Accounts tab by clicking on it. Procedure #: RPT-5 4 of 6

5 Under the Accounts tab, select the account(s) you wish to include in the report by double-clicking on the account or highlighting the line and clicking on the selection arrows. If you wish to run the report for all accounts, click on the double selection arrows to move all accounts to the selected field. Enter a name in the Override Report Title field to make the report title more specific. Select Print to generate the budget by classification. The report will be printed to My Reports. Procedure #: RPT-5 5 of 6

6 Example of a Budget by Account Classification Report: Procedure #: RPT-5 6 of 6