ACQUISITIONS
Chapter 9. REPORTS
OverSpent Funds
Purpose: Generates a listing of fund accounts where the total of “spent” plus “encumbered” amounts is greater than or less than a specified percentage budgeted.
Default Filename:
ACQ_ODFUND_(date)_(ID number).xls
Report Parameters:
OverSpent Funds Data Entry Screen
- Fiscal Year (drop-down menu) – determines the fiscal year for which the report will be generated; select the desired year.
- Cutoff (drop-down menu) – determines the cutoff type for funds included in the report; select Greater (to include funds for which the total of “spent” plus “encumbered” amounts is greater than the specified Cutoff Percentage) or Less (to include orders for which the total of “spent” plus “encumbered” amounts is less than the specified Cutoff Percentage), as desired.
- Cutoff Percentage (text box) – determines the percentage by which a fund exceeds the specified Cutoff type to qualify for inclusion in the report; enter the desired percentage.
- Order By (drop-down menu) – determines the key by which the report will be sorted; select the desired sort order.
To view the OverSpent Funds report:
NOTE: See Viewing and Downloading Reports to download and/or open the report for viewing.
The name of the report, the RUN DATE, and a summary of report parameters are shown at the top of the report. The OverSpent Funds report provides the following information for each entry in the list:
Overspent Funds Report
- The Fiscal Year with which the fund is associated
- The fund name (Budget) and Account No for the fund
- The amount Budgeted for the fund, the amount Encumbered and the amount Spent (in dollars and cents)
- The percentage of the budgeted amount that has been spend and encumbered (Pct Spent)
- The fund Description
- The Fiscal Year Start and Fiscal Year End for the fund