Current Iteration Status Report

This option provides a report showing the iterations currently loaded for the budget worksheets (Expenditure, Revenue, and Project) at each standard approval level (Requested, Recommended, and Approved). You can limit the ledgers, budget units, iterations, and approval levels included in the report.

For each ledger and approval level selected, the report shows the iterations associated with each budget unit. It gives the status of each iteration, telling you whether it has been saved or if it is loaded but unsaved.

Also, the report displays the date and time when an iteration was saved or loaded, along with the user name of the person who performed the indicated action.

Note

If there is no iteration currently loaded for a ledger at a selected approval level, then the report does not print data for that level.

Menu Path: Budget Preparation > Reports > Miscellaneous > Current Iteration Status Report

Generating the Current Iteration Status report

Select Budget Preparation > Reports > Miscellaneous > Current Iteration Status Report to display the Iteration Status Report page.
In the Report Criteria section, enter criteria identifying the records to include, and then click OK. To run an advanced search, use the Advanced button.
In the Print window, specify how to generate the report, and then click OK. The report's default file name is iterstat.rpt.

Fields

Field	Description
Budget Unit	Code identifying an Organization Chart record at the lowest level in your reporting structure. Enter selection criteria for the records you want to include in the report, or leave the field blank to select all budget units meeting the remaining criteria.
Iteration	Number identifying an iteration record. Enter selection criteria for specific iterations, or leave the field blank to select all iterations meeting the remaining criteria.
Standard Phase	Standard budget approval level to include in the report. Select one of the following settings: D -Requested R -Recommended A -Approved Blank row selects records at all approval levels.
Ledger	Budget ledger to include in the report. Select one of the following settings: E -Expenditure R -Revenue P -Project Blank row selects records for all ledgers.
User	PowerSchool ERP user name for a budget administrator you want to include in the report. Enter search criteria to limit the report based on user name, or leave the field blank to select all records meeting the remaining criteria.
Date	Calendar date when a current budget worksheet iteration was saved or loaded. You can enter a specific date or a range of dates. You can also leave the field blank if you do not want to select records based on the date.