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)


  1. Finance → Financial Management → Detail → Expenditure → Detail with Full Sort
  2. Range accordingly through each tab.
  3. Click Run Report.


Sort Tab

FIELDSOpt.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

FIELDSOpt.Rec.Req.Description
Optional Sort Level——♦Allows for sorting through dimensions


Range Tab

FIELDSOpt.Rec.Req.Description
Range Criteria♦——Range accordingly if necessary
Opt. = Optional  Rec. = Recommended  Req. = Required