What This Report Shows
- This report shows detail from expenditure accounts depending on the selected detail sources (Select Tab). It displays the following for all detail lines: Fiscal Year, Fiscal Month, Appropriations, Expenditures, and Encumbrances.
Best Practices
- Although undistributed activity can be selected, the normal selection is posted and distributed activity only to facilitate comparison to activity reports.
- Payroll activity (from Financial Management) can be selected instead of detail from Payroll's Job and Deduction Transaction files.
- Because this report has a large amount of detail and takes longer to run, it's recommended to run on
Expenditure Detail Report (with full sort)
- Finance → Financial Management → Detail → Expenditure → Detail with Full Sort
- Range accordingly through each tab.
- Click Run Report.
Sort Tab
| FIELDS | Opt. | Rec. | Req. | Description |
|---|---|---|---|---|
| Range on Fiscal Periods | — | — | ♦ | Range on fiscal year and month (YYYY-MM) |
| Account Sources | — | — | ♦ | Sources from which activity will be drawn and shown on the report |
| Select Posted | — | ♦ | — | Normal selection when running activity report |
| Select Distributed | ♦ | — | — | True if appropriate |
Select Tab
| FIELDS | Opt. | Rec. | Req. | Description |
|---|---|---|---|---|
| Optional Sort Level | — | — | ♦ | Allows for sorting through dimensions |
Range Tab
| FIELDS | Opt. | Rec. | Req. | Description |
|---|---|---|---|---|
| Range Criteria | ♦ | — | — | Range accordingly if necessary |
| Opt. = Optional Rec. = Recommended Req. = Required | ||||