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GL: Departmental Budget Analysis

Make the following menu selections to display this tab:

eFinancials—Reports—GL Reports—Departmental Reports—Budget Analysis

Use this tab to print a general ledger departmental budget analysis report.

ClosedTo Print the Report

Note Note

Before generating this report, you must have set up report formats.

  1. From the eFinancials menu, select Reports—GL Reports—Departmental Reports—Budget Analysis.
  2. Click Select EntitiesCompanies. Select the entitiescompanies for which you want to print the report and click Save.
  3. Click SelectDepts. Select the departments for which you want to print the report and click Save.
  4. At Fiscal Year, type the year for the report (for example, 2008).
  5. If you have separate budgets set up for eFinancials and ePO, at Budget Source select a budget source for this report. If you do not use separate budgets, this field does not appear.
  6. At Budget Version ID, click the Lookup icon to display the Select Budget Version Tab and select a budget version.
  7. At the Report Format drop-down list, select a format.
  8. Select one of the following report printing options:
    1. PDF Format: Print the report in PDF format for use in a PDF viewer, such as Acrobat.
    2. Create Spreadsheet: Prints the report in an Excel spreadsheet.
  9. Click Print. If you selected Create Spreadsheet, you are prompted to open or save the report Excel file. Otherwise, the report opens in PDF format.

See Also

Reports Introduction

 

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