Operational Reporting


Balance Sheet Transaction Detail Report (BSTDR)

Shows a detailed view of actuals for Balance Sheet accounts (account codes less than 40000) for the prompt values you select.

Budget to Actual Reporting  

This dashboard contains all budget to actual reporting (formerly known as budget position reports). It includes an All Funds Summary, Summary and Detail by Fund Category (UOB, NSP, and SPP), and Fiscal Year Trends for UOB and NSP. This dashboard should be used as the primary reporting source for fiscal year budget to actual performance.

Budget Transaction Detail Report (BTDR)

Shows a detailed view of original budgets, adjustments, and transfers. This is functionality that is not available with current reporting.

Earnings Distribution and Projection  Available to users with Labor Security Access only

This report shows a managed employee's current earnings distribution across all employee job records and gives projections up to two additional fiscal years. It also highlights when the employee is distributed at less than 100% due to a project or budget end date.

Encumbrance Transaction Detail Report (ETDR)

This is an enhanced version of the current encumbrance query showing your encumbrance balance with a detailed view of purchase orders and liquidated vouchers.

Labor Transaction Detail Reports (LTDR)  Available to users with Labor Security Access only

Labor reports in the Emory Business Intelligence Tool have four tabs (or pages) which give you four different labor reports to choose from: by transaction, by charged employee, by managed employee, or a combination of the two. This report replaces the Labor Distribution Report previously run from WebFOCUS.

Non-Sponsored Projects LTD Actuals Trend  

Provides a trend by fiscal year for LTD actuals that have posted to non-sponsored projects. This dashboard is designed to assist in developing a budget for non-sponsored projects by enabling users to see past spending trends.

Revenue and Expense Transaction Detail Report (RETDR)

Shows a detailed view of actuals for the prompt values you select, with the capability of filtering by award, project, or PI, as well as additional Chartfields. This is an enhanced version of the current AllTrans query.