What This Report Shows


  • This report will show the Original Estimated Revenue amount, Estimated Revenue Amendments, Estimated Revenue, Revenue Year-To-Date, Unrealized Balance and Percentage Realized for the fiscal year selected.
  • The account descriptions pull from the chart of accounts.
  • When dump code details is selected, the description pulls from the Account Masters.
  • Define component allows sorting and totaling for a portion of an account dimension (a roll up). For example:, if Source is a 6 character dimension (such as 180303) and you wish to roll up to the first 3 characters (180000), the defined component would be source through 3.


Best Practice


  • Monthly reports – If Budgetary amendments have been entered, this report should be run monthly.


Revenue Summary Report w/ Amendments


  1. Finance → Financial Management → Reports → Summary → Revenue → Summary w/ Amendments
  2. This report shows a brief summary of revenue account codes along with budget amendments for selected fiscal year, ranging on different options.
  3. Once the necessary ranging options are used, click Run Report (Process wheel).


Select and Sort Tab

FIELDSOpt.Rec.Req.Description
Selected Fiscal Year——♦Fiscal Year associated with the data
Sub Title♦——A user-defined title
Show Zero Accounts♦——Includes accounts with a zero a balance
Dump Code Details♦——Entire Account code displays with corresponding balances
Select Active Accounts—♦—Displays all active accounts
Select Inactive Accounts♦——Displays all inactive accounts
Select Active Account Years—♦—Displays all accounts with active account years for selected fiscal year
Select Inactive Account Years♦——Displays all accounts with inactive account years for selected fiscal year
Select Amended Accounts—♦—Shows all accounts with amended flag in account master flagged as active
Select Non-Amended Accounts♦——Shows all accounts with non-amended flag in account master flagged as active
Optional Sort Level——♦Based on defined dimensions of account code


Range Tab

FIELDSOpt.Rec.Req.Description
Fund♦——The fund number associated with the expenditure accounts
Account Dimensions♦——The dimensions that are available to range on will depend on your account structure
Account Code♦——The individual account code you need information for
Opt. = Optional  Rec. = Recommended  Req. = Required