 Use YELLOW boxes to make choices  Click GREEN REFRESH button to update data (some reports Refresh automatically!)  Double Click most rows or columns to Expand or Collapse detail, or use Expand / Collapse commands under EPM menu.  CANNOT HARM REPORTS by TRYING THEM (if report breaks, just close and reopen)

Choose Hierarchy and Fund Click Expand to see detail Click Collapse to hide detail Yellow boxes for choices Click Refresh to Update Double-Click to Expand or Collapse detail

 Account Code Breakdown  Salary Budget Comparison  Trending  Local Budget Exception  Local Budget Transfers Users  Local Class by Fund  Local Variance Snapshot  Local Budget Threshold  Local Budget Worksheet  Local Multi-Year Variance  State Budget Dept Reallocation Summary  State Class Detail  State Variance Snapshot  State Two-Year Budget Flow  State Two-Year Budget Variance  State Finance Budget Wksht

 NINE years of Revenue and Expense Actuals  Account Class – can drill to Account Code  State or Local Funds  Choose any level of Cabinet-Branch hierarchy

Choose Hierarchy and Fund Class Total at bottom Report Refreshes Automatically!

 Budgeted FINANCE Salary vs. Budgeted HR Salary with FTE  ORG Hierarchy breakdown – drill to any level  State or Local Funds  Choose any Fiscal Year  Make sure Finance ORG choice matches HR ORG choice  Matching totals indicate correct budgeting

These should MATCH Both sides Expand / Collapse Matching totals means you’re in balance

 Six years of Budgets or Actuals in SOF view  Choose ORG level, Fund level and Current Fiscal Year

Rows and Columns DO NOT Expand or Collapse in this report Six Years of Data Choose Budget or Actuals Click on + to see Revenue

 Helps find Budgeting Issues  Local Funds ONLY  Choose any Fiscal Year  Shows all DEPTIDS within hierarchy chosen  Tests for  Admin Overhead if Revenue budgeted  Budgeted Balance less than Zero  ERE budgeted if Salary budgeted  Transfers budgeted greater than UCA transfers  Budgets if there are prior year actuals  “ERR” indicates possible exception

Rows and Columns DO NOT Expand or Collapse in this report

 Identify proposed Local transfers  Help transfer balance issues  Based on the new Local Transfer Input template  Choose ORG level and Fiscal Year

Rows and Columns DO NOT Expand or Collapse in this report

 Budget or Actuals for all Account Classes  Four tabs  Expandable Class Summary  Expandable ORG Summary (Unit view)  Status of Funds (SOF) view  DEPTID Detail listing  Choose ORG level and Fiscal Year

Choose Budgets or Actuals Expand / Collapse

Choose Budget or Actuals Expand / Collapse

Choose Budget or Actuals Rows and Columns DO NOT Expand or Collapse in this report

Choose Budget or Actuals Rows and Columns DO NOT Expand or Collapse in this report

 Graphical Budget vs Actual review by Bar Chart and Pie Chart  Color-coded percents to highlight issues  Separate tabs for Expense and Revenue  Choose any Fiscal Year, ORG level and Local Fund level

Tabs for Expense and Revenue Color-coded percents Rows and Columns DO NOT Expand or Collapse in this report

 Review DEPTIDs for Budget Compliance  Color-coded indicators Above / below threshold? Meets Requirements? Budgeted?  Choose ORG level and Budget Year  Choose Threshold (optional)

Color-coded compliance Threshold indicators Rows and Columns DO NOT Expand or Collapse in this report

 Mimics Local Finance Input Template  Review ORG areas for Budget issues  Budget Error Checking  Choose ORG level, Fund level and Budget Year  Built-in Account Code Breakdown

Budget Error checking Review entire Cabinet Built-in Acct Code Breakdown Blue = Review Rows and Columns DO NOT Expand or Collapse in this report

 Three years of Actuals  Two years of Budgets  Budget to Budget variance and percent  Budget to Actual variance and percent  Choose ORG level, Fund level and Budget Year

Variances and Percents Multiple Years of data Rows and Columns DO NOT Expand or Collapse in this report

 Validate that State Budget Reallocations balance to zero  Choose ORG level and Budget Year

Check Reallocation balance at any ORG level

 Budget or Actuals for all Expense Classes  Three tabs  Expandable Summary (Unit view)  Expandable Status of Funds (SOF) view  DEPTID Detail listing  Choose ORG level and Fiscal Year

Choose Budget or Actual Expand / Collapse

Choose Budget or Actual Expand / Collapse Rows or Columns

Choose Budget or Actual Rows and Columns DO NOT Expand or Collapse in this report

 Graphical Budget vs Actual review by Bar Chart and Pie Chart  Color-coded percents to highlight issues  Choose any Fiscal Year and ORG level  Choose Current or Adopted Budget

Color-coded percents Rows and Columns DO NOT Expand or Collapse in this report

 Follow the State Budget Flow thru two years, including…  Perm and Temp Pre-Lock Budget Adjustments  Reallocations  Perm and Temp Post-Lock Changes  Choose any Fiscal Year and ORG level

Rows and Columns DO NOT Expand or Collapse in this report Choose both years Follow the flow

 Two Year Actuals and Budget Variance  Includes UCA Adjustments and Dept Reallocations  Choose any Fiscal Year and ORG level

Rows and Columns DO NOT Expand or Collapse in this report Budget to Budget Variance

 Mimics State Finance Input Template  Review ORG areas for Budget issues  Budget Error Checking  Choose ORG level, Fund level and Budget Year  Built-in Account Code Breakdown

Budget Error checking Review entire Cabinet Built-in Acct Code Breakdown Blue = Review Rows and Columns DO NOT Expand or Collapse in this report These should match