University of California, Riverside

Organizational Overview Reports



Using Organizational Overview Reports


Accessing Organization Overview Reports

Access Organization Financial Overview Reports  from the Enterprise Management Information System, Enterprise Reports Menu

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The system automatically detects your Organization and the most recent Accounting Period available.

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Three Reports are available:

  • Organization Overview Report
  • Division Report
  • Division Report Including Summary Accounts

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Viewing and Output Options

  • Table (default view)
  • Chart
  • Table
  • PDF
  • Excel

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RUNNING A REPORT

Select the Report Type, Fiscal Year and Accounting Period, click the RUN button to generate the report.

 

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The resulting report presents totals for Budget and Expenses with the calculated Balance (Temporary Budget minus Expenses from the Actuals Ledger).

 

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Other Options - Encumbrances

Encumbrance totals may be included in the report balance.  Select the Show Encumbrance Balance option.

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The resulting report includes a column with Encumbrance amounts and this amount is included in the Balance amount.

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Viewing Options

The report may be formatted as a table view (default view), pivot view or chart view..

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Viewing Options - Pivot View

The Pivot View formats the report with rows for Temp. Budget, Expenses and Balance.  Columns are populated with Dvisions within the selected Organization Value.

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Viewing Options - Chart View

The Chart View formats the report into a graphical representation.

 

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Drilldown Options - Division Balances

Clicking the Organization Value displays rows for Divisions within the selected Organization.

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Drilldown Options - Department Balances

Further drilldown detail is available by selecting a Division entry to view Department balances.

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Division Report

The Division Report includes balances for the Divisions within the selected Organizational Value

Division Report

Division Report Including Summary Accounts

The Division Report Including Summary Accounts allows for drilldown from the Division level to view balances by Summary Accounts.

Summary Report

More Information 

General Campus Information

University of California, Riverside
900 University Ave.
Riverside, CA 92521
Tel: (951) 827-1012

Department Information

Computing & Communications
Computing & Communications Bldg.

Tel: (951) 827-4741
Fax: (951) 827-4541
E-mail: helpdesk@ucr.edu

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