What This Report Shows


  • This report is similar to the Expenditure and Revenue Summary Report, however it includes both account types and G/L (Balance Sheet) account codes if included.
  • Unlike the individual account type summary reports, where you have the option to separate the dimensions, the account codes are presented on one line.
  • Each account type provides the following information for each account code:
    • Expenditure
      • Appropriations Year-to-Date
      • Outstanding Encumbrances Year-to-Date
      • Expenditures for the fiscal month
      • Expenditures Year-to-Date
      • Available Balance Year-to-Date
      • Percentage Used
    • Revenue
      • Estimated Revenue Year-to-Date
      • Revenue for the fiscal month
      • Revenue Year-to-Date
      • Unrealized Revenue Year-to-Date
      • Percentage Realized


Combined Account Type – Summary Report


  1. Finance → Financial Management → Reports → Summary → Combined Account Type → Summary Report
  2. Range accordingly in the Select and Range Tab.
  3. Once all necessary fields are populated, click Run Report (process wheel).


FIELDSOpt.Rec.Req.Description
Report Title♦——An optional title for the report
Fiscal Year——♦The fiscal year where the information will pull from
Fiscal Month——♦The fiscal month where the information will pull from
Select Inactive Accounts♦——Set to TRUE to show inactive account information
Select Active Accounts——♦Set to TRUE to show active account information
Exclude G/L Accounts♦——Set to TRUE to remove G/L (Balance Sheet) accounts from the report; this will also make available the Account Manager and Grand ID in the Range Criteria
Range Criteria♦——Range accordingly if necessary
Opt. = Optional  Rec. = Recommended  Req. = Required