How can I view budget details for Funds Centers or Funds Center/Fund combinations?

Budget Movement Reports are available for both funds centers and funds center/funds and can provide either a summary view or line item display of budget activity based on the type of budget transaction.  Drill down functionality allows users to view the budget line items that support the summary totals and access the original budget transactions.

Both reports provide a summary display of budget activity based on type of budget transaction which includes original budget, supplements, returns, transfers sent and received, as well as a total budget for each commitment item including carry forward.  The report for funds also includes a column showing released budget.  Depending on your needs, they can be run for individual or multiple funds centers or funds.

ZFTR055 – Budget Movement Report for Funds Centers

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NOTE: The ability to view budget details is also available when running the ZFTR111: Funds Center Report.

ZFTR055_FUNDS – Budget Movement Report for Funds

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NOTE: In either report you can double click and drill down on ANY number shown to view the supporting line item details.

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Learn More:

• Reference Guide: ZFTR055 – Budget Movement Report for FC
• Reference Guide: ZFTR055_FUNDS – Budget Movement Report for Funds
• Documentation and Support: Budget Analysis Reports

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Last Updated:  June 19, 2020