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Budget & Financial Management

Find out about business scenarios, data selection, report view options, and data definitions for Budget & Financial Management Panoramas available under Budget & Finance in the Business Analytics Hub (bah.ucsd.edu).

Budget & Financial Management Reports Panorama

The Budget & Financial Management Reports Panorama delivers a full suite of budget and financial management reports and queries intended to support campus business officers. They are designed to support internal financial management of the university finances, including use of Managerial Reporting hierarchies.

 

Report Description
Budget vs Actual

This report provides the user with budget, actual, carryforward balance, and budget variances in a profit and loss statement format.

Net Operating Results and Fund Balance

This report provides YTD overall net financial surplus or loss by major fund categories for an operating unit in a profit and loss statement format.

Financial Deficit Report - Operating Funds

This report displays deficit balances by accounting period for all campus funds, except Contracts & Grants.

Financial Deficit Report - Sponsored Projects

This report displays YTD deficit sponsored project budget balances for open and ended projects.

Fund Summary

This report displays overall fund balances for all Financial Unit – Fund combinations in an operating unit.

GL Project Summary by Fin Unit

This report displays financial unit balances, now named Resources Available, by project and fund.

Total Budget Summary (TBS)

This report is used to view the consolidated summary output of Unrestricted Funds generated by the Budget development process and allows Budget preparers to validate data as they are entering Budget amounts for the current Budget planning year.

Core Recurring Final Budget by Year

This report is used to view an operating unit's FY21 and FY22 Core Recurring Budget, the recurring approved annualized plan of operations for the university.

Managerial Reporting Account Hierarchy

This report categorizes Accounts into Account groupings used in many UC San Diego internal financial management reports.

Managerial Reporting Fund Hierarchy

This report categorizes Funds in Fund groupings used in many UC San Diego internal financial management reports.

Department Operations Dashboard

This dashboard provides YTD overall net financial surplus or loss by Managerial Fund categories, Mission, or Project Classification. 

Resources

  • View the Report Index for more specific guidance on which report or dashboard to run based on your case.