1. NSTAR Reports

2. General Report Rules 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

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

4. Report Location

5. List of Reports Any Fund State Funds Local Funds
Account Code Breakdown
Salary Budget Comparison
SOF Trending
State Funds
Local Funds
State Budget Dept Reallocation Summary
Local Budget Exception
Local Budget Threshold
State Budget Exception
Local Budget Worksheet
State Budget Threshold
Local Class Fund Detail
State Budget Worksheet
Local Multi-Year Variance
State Class Detail
Local Transfer Budgets
State Two-Year Budget Flow
Local Variance Snapshot
State Two-Year Budget Variance
State Variance Snapshot

6. Account Code Breakdown
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

7. Account Code Breakdown
Choose Hierarchy and Fund
Report Refreshes Automatically!
Class Total at bottom

8. Salary Budget Comparison
Budgeted FINANCE Salary vs.
Budgeted HR Salary with FTE
Choose and Drill to any Cabinet/Branch level
State or Local Funds
Choose any Fiscal Year
Make sure Finance ORG choice matches HR ORG choice
Matching totals indicate correct budgeting

9. Salary Budget Comparison
These should MATCH
Both sides Expand / Collapse
Matching totals means you’re in balance

10. SOF Trending Report Six years of Budgets or Actuals in SOF view
Choose Cabinet/Branch level, Fund level and Current Fiscal Year

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

12. Local Budget Exceptions
Helps find Budgeting Issues
Local Funds ONLY
Choose any Fiscal Year
Shows all DEPTIDS within Cabinet/Branch 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

13. Local Budget Exceptions
Rows and Columns DO NOT Expand or Collapse in this report

14. Local Budget Threshold
Review DEPTIDs for Budget Compliance
Color-coded indicators
Above / below threshold?
Meets Requirements?
Budgeted?
Status Counter
Choose Cabinet/Branch hierarchy level
Choose Budget Year

15. Local Budget Threshold
Rows and Columns DO NOT Expand or Collapse in this report
Status Counter
Color-coded compliance
Threshold indicators

16. Local Budget Worksheet
Mimics Local Finance Input Template
Review Cabinet/Branch areas for Budget issues
Budget Error Checking
Choose Cabinet/Branch, Fund and Budget Year
Built-in Account Code Breakdown

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

18. Local Class Fund Detail
Budget or Actuals for all Account Classes
Four tabs
Expandable Class Summary
Expandable Cabinet/Branch Summary (Unit view)
Status of Funds (SOF) view
DEPTID Detail listing
Choose Cabinet/Branch and Fiscal Year

19. Local Class Fund – Class Sum
Choose Budgets or Actuals
Expand / Collapse

20. Local Class Fund – Unit View
Choose Budget or Actuals
Expand / Collapse

21. Local Class Fund – SOF View
Choose Budget or Actuals
Rows and Columns DO NOT Expand or Collapse in this report

22. Local Class by Fund – DEPTID
Choose Budget or Actuals
Rows and Columns DO NOT Expand or Collapse in this report

23. Local Multi-Year Variance
Three years of Actuals
Two years of Budgets
Budget to Budget variance and percent
Budget to Actual variance and percent
Choose Cabinet/Branch, Fund level and Budget Year

24. Local Multi-Year Variance
Rows and Columns DO NOT Expand or Collapse in this report
Multiple Years of data
Variances and Percents

25. Local Transfer Budgets
Status column to help identify proposed and completed transfers
Choose Offset DEPTID, Originator ID and Fiscal Year
Additional tabs for UCA and Special transfers

26. Local Transfer Budgets
Rows and Columns DO NOT Expand or Collapse in this report

27. Local Variance Snapshot
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, Cabinet/Branch level and Local Fund level

28. Local Variance Snapshot
Rows and Columns DO NOT Expand or Collapse in this report
Color-coded percents
Tabs for Expense and Revenue

29. State Budget Department Reallocation Summary
Validate that State Budget Reallocations balance to zero
Choose Cabinet/Branch and Budget Year

30. State Bud Dept Realloc Summary
Check Reallocation balance at any ORG level

31. State Budget Exceptions
Helps find Budgeting Issues
State Funds ONLY
Choose any Fiscal Year
Shows all DEPTIDS within Cabinet/Branch chosen
Tests for
ERE budgeted
Travel Out-of-State budgeted
Budgets if there are prior year actuals
“ERR” indicates possible exception

32. State Budget Exceptions
Rows and Columns DO NOT Expand or Collapse in this report

33. State Budget Threshold
Review DEPTIDs for Budget Compliance
Color-coded indicators
Budget Adjustments
Cost share
Meets Requirements?
Budgeted?
Status Counter
Choose Cabinet/Branch hierarchy level
Choose Budget Year

34. State Budget Threshold
Rows and Columns DO NOT Expand or Collapse in this report
Status Counter
Color-coded compliance

35. State Budget Worksheet
Mimics State Finance Input Template
Review areas for Budget issues
Budget Error Checking
Choose Cabinet/Branch, Fund level and Budget Year
Built-in Account Code Breakdown

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

37. State Class Detail Budget or Actuals for all Expense Classes
Three tabs
Expandable Summary (Unit view)
Expandable Status of Funds (SOF) view
DEPTID Detail listing
Choose Cabinet/Branch and Fiscal Year

38. State Class Detail – Unit View
Choose Budget or Actual
Expand / Collapse

39. State Class Detail – SOF View
Choose Budget or Actual
Expand / Collapse Rows or Columns

40. State Class Detail – DEPTID
Rows and Columns DO NOT Expand or Collapse in this report
Choose Budget or Actual

41. State Two Year Budget Flow
Follow the State Budget Flow thru two years, including…
Perm and Temp Pre-Lock Budget Adjustments
Reallocations
Perm and Temp Post-Lock Changes
Choose Cabinet/Branch and Fiscal Year

42. State Two Year Budget Flow
Choose both years
Rows and Columns DO NOT Expand or Collapse in this report
Follow the flow

43. State Two Year Budget Variance
Two Year Actuals and Budget Variance
Includes UCA Adjustments and Department Reallocations
Choose Cabinet/Branch and Fiscal Year

44. State Two Year Budget Variance
Rows and Columns DO NOT Expand or Collapse in this report
Budget to Budget Variance

45. State Variance Snapshot
Graphical Budget vs Actual review by Bar Chart and Pie Chart
Color-coded percents to highlight issues
Choose Cabinet/Branch and Fiscal Year
Choose Current or Adopted Budget

46. State Variance Snapshot
Rows and Columns DO NOT Expand or Collapse in this report
Color-coded percents