PowerSchool ERP Budget Preparation
PowerSchool ERP Budget Preparation
Breadcrumbs

Generic Expenditure Report Option

Use this option to set up an expenditure report according to your specifications. The system allows you to create up to seven columns, each of which you can define in terms of the data to include.

The Summarized Expenditure Budget Report page provides a Sort item for defining the report's sort order, the organization levels to use for totals, and the levels where page breaks should occur.

Tip

The sort order, totals, and page breaks in the Report Sort/Total page significantly affect the report's layout. Therefore, we recommend that you use the Sort item to review the page's current settings before running a report. If needed, you can enter different settings.

Menu Path:  Budget Preparation > Reports > Expenditure > Generic Report

Generating a customized report

  1. Select Budget Preparation > Reports > Expenditure > Generic Report

  2. In the Report Criteria section, enter criteria identifying the records to include in the report. To perform an advanced search, use the Advanced button.

  3. Click OK.

  4. In the checkboxes at the bottom of the Report Criteria section:

Print Detail Lines

Leave the field selected to include detail lines in the report. Clear the field to exclude them.

Print Account Title

Leave the field selected to include account titles. Clear the field to exclude them.

  1. Click OK to display the Generic Budget Report page.

  2. In the Report Title field, enter a title for the report.

  3. Click OK.

  4. In the List section, define up to seven columns of data to include for the accounts selected.

  5. Click OK to save your entries.

  6. In the Print window, specify how to generate the report, and then click OK. The report's default file name is bsumrept.rpt.

Fields

Fields

Description

Summarized Expenditure Budget Report Page

The Report Criteria section includes standard search fields. Enter your criteria, and then click OK to access the following checkboxes:

Print Detail Lines

Select this field to include budgeted expenditures for individual accounts. Otherwise, only totals display in the report.

Print Account Title

Select this field to include both account numbers and descriptions. Otherwise, only account numbers display in the report.

Generic Budget Report Page

Data Type
The type of budget data to include in a column for each account.

Select:

A - Actual
B - Previous Year
C - Iteration
D - Requested
E - Recommended
F - Approved
G - Dashes

Base/New

Indicates whether to include base data, new data, base and new data combined, or the current year estimate.

Select:

B - Base Program - to include base budget data.
C - Current Year Est - to include the estimate for the current year
N - New Program - to include new budget data.
P - Base Plus New - to include the sum of base and new data.

Year

Select a year from the field's drop-down list.

Iteration

Use the field’s Lookup button to search for and select an iteration. This field only applies if you selected C - Iteration in the Data Type Field.

Header Line 1

Enter the first line of the column’s title. The field defaults the entry from the Year field. Character/13

Header Line 2

Enter the second line of the column’s title. The default is determined by your entry in the Data Type field. Character/13

Column

The system automatically numbers each line (1-7). Display only.

Phase

The default is based on the approval level tied to your entry in the Iteration field. This only applies if you selected C - Iteration in the Data Type Field. Display only.