Running the Budget Vs Actual Expandable by Row

Job Aid

Running the Budget vs Actual – Expandable by Row

Purpose: This report can be used to monitor any combination of segment values to retrieve summary data by account segment, drill down to fund, department, and cost center activity from hierarchies, and drill to transaction details. It is a year to date report. This does not contain encumbrance balances for requisitions.

Step Action 1. Begin by signing in to Oracle Fusion Cloud (OFC) from myBoiseState.edu.

2. To navigate to the Home Page, click the house icon in the top right hand corner.

3. Click the Financial Reporting icon on the homepage to access reporting.

4. Select Budget vs Actual – Expandable by Row by clicking on the blue link.

Note: If the Budget vs. Actual – Expandable by Row report is not visible on the landing page, add it to Favorites by selecting the magnifying glass icon and searching for Budget vs. Actual – Expandable by Row.

Click the star icon next to the report name to add to Favorites.

Last Updated: 4.6.2018 Page 1 Job Aid

Step Action 5. The report will first generate results based on the filters at the top of the screen. These will default to the last filters entered.

6. The Accounting Period may reflect the fiscal year, quarter or period. This is a year to date report that will capture from July to the period selected.

Click to update. Select by opening the Accounting Period, Year, and Quarter chevrons. Select the appropriate Accounting Period radio button and click OK.

6. Enter data fields as appropriate to filter the data request. Select “All Values” for segments that will not be filtered.

Each segment is entered in the same manner, either by using the search feature or drop down values.

Note: A value other than “All Values” must be selected for Cost Center. You may select either a specific value or a hierarchy.

Date Created: 20:13 Job Aid

Step Action Search a Specific Value:

Select the segment that will be filtered by clicking the segment.

Enter the value and click the binoculars.

Select the appropriate value, click OK and OK, again.

Repeat for each appropriate segment.

Step Action Search a Hierarchy:

Enter the value and click the binoculars (Reference: Hierarchies List)

Select the value that indicates “Current”, click OK and OK, again.

Repeat for each appropriate segment. 6. Select from Dropdown Menu:

Click the chevron next to the segment to access drop down of all values available. Select the appropriate value by clicking in the radio button and clicking OK.

Repeat for each appropriate segment.

Step Action 7. Each Fund, Department, and Cost Center with a chevron in the report may be expanded by row to get to more specific segment summary data.

Step Action 8. Each Account Rollup row with a chevron in the report may be expanded to get to the account segment summary data.

Each value in the Budget and Actual columns may be drilled into by clicking on the dollar amount hyperlink.

9. After clicking on an amount to drill to, Select Drill to Detail Balances to review transaction details.

Reference: Running a Detail Balances Report

Step Action 10. Results may be exported to Excel by selecting Export to Excel from the dropdown menu on the upper left side of the report.

Protips! The export will only include data shown on the screen, click the chevrons to show all data you would like included in the report before you export. You may have to remove formatting to view export in Excel. The next time you open the report, the filters from the last time it was run will remain. 11. End of Procedure.

Last Updated: 4.6.2018 Page 7