Iteration Audit Report | PowerSchool ERP

This option prints a history of iterations that were saved or loaded in the current budget year. Based on your selection criteria, the report shows the budget ledgers, approval levels, and budget units that have been saved to iterations.

For each ledger record, the report also shows the iteration-related action taken (Saved or Loaded), the user name of the person who performed the action, and the date and time when the action occurred.

Menu Path: Budget Preparation > Reports > Miscellaneous > Iteration Audit Report

Generating the Iteration Audit report

Select Budget Preparation > Reports > Miscellaneous > Iteration Audit Report to display the Iteration Audit 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 budaudit.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: D -Requested R -Recommended A -Approved Blank row selects records at all approval levels.
Ledger	Budget ledger to include in the report. Select: E -Expenditure R -Revenue P -Project Blank row selects records for all ledgers.
User ID	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 other criteria.
Date	Calendar date when a budget worksheet was saved to an iteration or when an iteration was 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.