Frequently Used Reports for Financial Management

1. FTE by VP Area
Description: FTE and change by fiscal year, pay periods, schools and funds
Location: SBU Reporting → Finance → VP Reporting → Payroll Reports → Historical FTE

2. All Funds Operating Statement
Description: Allocation, Expenditures and Encumbrances including Pending transactions for 
“Operating Funds” by Fund as of the selected period and 3 prior full budget years, including lapsing period.
Location: SBU Reporting → Finance → VP Reporting → All Funds Reports → Encumbered GA/TA and Adjuncts

3. Allocation Changes
Description: Allocation balances for STATE and IDC funds by Departments by Account as of selected budget period
Location: SBU Reporting → Finance → VP Reporting → All Funds Reports → Allocation Changes By Type

4. Allocations and Expenses
Description: Allocation trend by class, and allocation, and expense trend by GL accounts as of select period
Location: SBU Reporting → Finance → VP Reporting → All Funds Reports → Allocation Changes As Well As Expenses

5. Financial Scorecard
Description: High-level historical financial summary
Location: SBU Reporting → Finance → VP Reporting → All Funds Reports → Historical Balances

6. Budget to Actuals Salaries
Description: Budget to actuals salaries
Location: SBU Reporting → Finance → VP Reporting → All Funds Reports → Budgeted Vs. Actual Positions

7. Historical Actuals Vs. Budget
Description: Data from CBM budget to actuals panel
Location: SBU Reporting → Finance → VP Reporting → Budget Management → Budget Vs. 3 Years Actual Expenses