Budget Adjustment Detail Report

The Budget Adjustment Detail report allows users to search for Budget Adjustment records by Fiscal Year, Budget Adjustment ID, Budget Adjustment Created By, Budget Adjustment Description, or chartstring field values.

Data availability in the report mimics the user's UCSDPLAN access. Details will only be displayed for records that fall under your approved Financial Unit hierarchy.

The report displays current values tied to a record, as processed in UCSDPLAN/BAM by the prior business day. Any changes processed in the UCSDPLAN/BAM should be reflected by the following business day.

This report answers the following questions:

• What are the details behind Budget Adjustment entries for a particular Fiscal Year within my Financial Unit?
• What was the Destination Financial Unit for a specific Budget Adjustment?
• Who created a specific Budget Adjustment record?
• What is the total of all Recurring Staff Salary Budget Adjustment records impacting my Financial Unit in a particular Fiscal Year?

Once run, the Budget Adjustment Detail report first displays a prompt page where results can be filtered by changing selections in one or more prompts.

• For all prompts, when no selections are made, all available options within that prompt will return in the results. The user does not need to ‘Select All’. When one or more selections are made, the prompt will only return those specific selections.
• All prompts are checkbox prompts, except for the Budget Adjustment Description prompt, which is search and select.

To utilize the Budget Adjustment Description prompt, follow these steps:

1. Select the search method by clicking the down arrow at the bottom of the Keywords pane and choose the desired search method:
   
   
   
   
2. Within the Keywords pane, enter text to search by in the box labeled ‘Input keywords here’, then click on the magnifying glass icon to search:
   
   
   
   
3. Indicate the desired result by placing a check in the box to the left of the result, and then click the right arrow button in between the two panes to move the selected result from the Keywords pane to the Choices pane:
   
   

To utilize check box prompts, locate the desired option within that prompt and place a checkmark in the box to the left of the desired selection.

Budget Adjustment Identifier Prompts

COA Prompts

POV Prompts

Budget Adjustment Source Prompts

Budget Adjustment Destination Prompts

Results display within the list report on the Budget Adjustment Detail page, including the following fields:

• Fiscal Year
• Financial Unit Code and Name
• Fund Code and Name
• Function Code and Name
• Net Impact to FFFBudget Adjustment ID
• Budget Adjustment Description
• Budget Adjustment Source Amount
• Source Financial Unit Code and Name
• Source Fund Code and Name
• Source Function Code and Name
• Source Account
• Destination Financial Unit Code and Name
• Destination Fund Code and Name
• Destination Function Code and Name
• Destination Account
• Budget Adjustment Destination Amount

*Note: This report displays accounting signage. Positive numbers are debits, and negative numbers are credits.

Prompt selections are outlined on the Prompt Selection Reference page:

By default, the report will render in HTML format, but users can export into various formats if needed by clicking on HTML above the report title, which reveals a list of formats:

*Note: To export the report results to Excel, select ‘Excel’ not ‘Excel Data’.