The Office of Budget and Finance

Reports & Queries

The Reporting Console is available through the Galaxy portal. This tool is available under Gemini Financials > Main Menu > Reporting Tools > UTD Reporting Console.
 
For more information, please download the Operating Reports Handbook – 2nd Edition

Available ReportsDescriptionDepartment
Budget Relatedsubheadsubhead
Budgets OverviewThis report is a drilldown version of the PeopleSoft Budgets Overview screen in Gemini Financials. The report shows real-time data for encumbrances, expenses, budget transfers and journals. Each transaction type is tied back to PeopleSoft or Jagger to view more specific details.Budget & Financial Planning
Salary SavingsSalary Savings is the amount of budget available for salary expenses that was not expended due to unfilled positions. The calculations are based on the percentage of working days a position was unfilled each period and the salary amount from the position configuration.Budget & Financial Planning
Operating Fund Balance and BudgetThis report provides the sum of all revenues, expenses, transfers, Encumbrances and pre-encumbrances versus budgeted revenues and budgeted expenses with expected fund balance indicated by division, department and cost center. It has the options to look at by core/non-core fund and fund groups.Budget & Financial Planning
Faculty Startup SummaryThis reports is for departments to use when reviewing their faculty startup cost centers. This report drills down to the cost center level where details about salaries, encumbrances and equipment operations can be found.Central Business Office
Budget Transfers and AdjustmentsThis report allows users to pull all of the budget transfers and journals by a department. The journal numbers are drillable for users to look up more details in PeopleSoft about the transaction.Budget & Financial Planning
Five Year Revenue Trend ReportThis report summarizes the received revenue by division for the past five years. This is a helpful tool when trying to budget revenue for the next fiscal year and it can be drilled down by department to individual cost centers.Budget & Financial Planning
BPM Executive SummaryThis is a very high level report by division that shows a summary of the Budget Planning Module compared to the previous year.Budget & Financial Planning
Employee Relatedsubheadsubhead
Employee and Position RosterThis report provides the details of employee roster, position roster and payroll encumbrance and pre-encumbrance information. Funding information is provided in detail at appointment level.Budget & Financial Planning
Employee and Position Distribution by DateThis report provides the payroll and encumbrance details of all employees. This also shows vacant position pre-encumbrance information as well as inactivated positions. Funding information is provided in detail at appointment level.Budget & Financial Planning
Payroll Encumbrances by Cost CenterThis report show the amount of payroll encumbrances and pre-encumbrances by cost center. There is an option to drill down and see which employees or positions are making up the encumbrance totals.Budget & Financial Planning
Benefit Expense EstimatesThis report estimates the benefits by job code classification using salary range and FTE. The report provides the averages benefits amount by job classification and salary range as well as the number of employees in that given salary range.Budget & Financial Planning
Job Code Classifications for Benefits Expense EstimatesThis shows the breakdown of job code classifications for the Benefit Expense Estimates report.Budget & Financial Planning
Cost Center Relatedsubheadsubhead
Cost Center OwnerThis report provides a list of cost centers by division that are active or inactive and their name of the owner, manager and alternate.Accounting & Financial Reporting
Cost Center StatementThe purpose of this report is to provide current summary level information and transactional level detail based on budget data. It includes both Operating Cost Centers and Project Cost Centers. If you are looking for Life-to-Date data for a Project Cost Center begin with period 0 in the accounting period criteria. The Cost Center Statement is not intended to be used as a reconciliation tool, and there may be timing differences when comparing to ARA or the general ledger. In addition, this report will not display data where no budgetary information is available. Examples include sponsored programs and plant fund revenue.Accounting & Financial Reporting
Budget to Actual Account RollupThis report shows which A, B and C budgetary account the expense account code rolls up to.Accounting & Financial Reporting
Sponsored ProjectsThis report provides a summary of the project budget as well as the details such as Award Dates, PI and Sponsor Name.Accounting & Financial Reporting
Plant FundsPlant Project information with drilldown by project id to cost center (Data from General Ledger with the exception of encumbrance and budget data from Commitment Control).Accounting & Financial Reporting
Procurement Relatedsubheadsubhead
One Card Expenses by DivisionThis report allows the user to see all of the one card expenses by division. It will also drilldown and show the expenses for each individual cardholder by accounting period.Payment Services
Open Purchase Orders(Encumbrances)This report shows the total PO amount encumbered by division, as well as the amount paid and the amount outstanding. This report can be drilled down by cost center to see the vendor information and specific PO information.Purchasing
PO DiscrepanciesThis report allows the user to search for PO Discrepancies based on status. It shows the user the amount of PO encumbrances they currently have as well as the amount paid for that PO and the PO balance by department and cost center.Purchasing
HUB ReportThis report is a rollup showing a department's HUB-reportable spending on various types of goods and services with specific vendors. The report includes whether or not the vendor is a HUB (Historically Underutilized Business) and includes the numbers of the POs that roll up into that line, for easy reference.Supplier Diversity Programs

 

Available Reports NavigationDepartment
Reports for BPMsubhead
Salary Roster Report
List of employees loaded in BPM with salary detailGemini Financials > Main Menu > Commitment Control Custom > Budget > Budget ReportsBudget & Financial Planning
Trial Balance Report
Details prior year’s expense budget plus permanent adjustments and will provide current year’s initial allocation budgets.Gemini Financials > Main Menu > Commitment Control Custom > Budget > Budget ReportsBudget & Financial Planning
Queries for Budget Development and Maintenancesubhead
Search ‘REVIEW_ENCUMBRANCE’ to view by cost center, dept ID, and EmpID Provides a list of all position(s) that are encumbered for that cost center or department. If searching by employee ID, provides a list of cost center(s) this employee is encumbered on.Gemini HR > Main Menu > Reporting Tools > Query > Query ViewerBudget & Financial Planning
Search ‘REVIEW_PREENCUMBRANCE’ to view by cost center, dept ID, and position
 Provides a list of all position(s) that are pre-encumbered for that cost center or department. If searching by position, provides a list of cost center(s) this position is pre-encumbered on.Gemini HR > Main Menu > Reporting Tools > Query > Query ViewerBudget & Financial Planning
Cost Center Queriessubhead
Active CC Listing by DeptidProvides a list of all active cost center(s) by an individual department or range of departments.Gemini Financials > Main Menu > General Ledger Custom > CC Queries Financial Management Services
Active/Inactive Status by CCProvides a list of all active or inactive cost center(s) by an individual cost center or range of cost centers. (Frozen cost centers are included.)Gemini Financials > Main Menu > General Ledger Custom > CC Queries Financial Management Services
Listing of frozen cost centersProvides a list of frozen cost center(s) by an individual cost center or range of cost centers. Gemini Financials > Main Menu > General Ledger Custom > CC Queries Financial Management Services
Cost Center Listing All ValuesProvides a list of all active cost center(s) including associated chartfield values (Frozen cost centers are included).Gemini Financials > Main Menu > General Ledger Custom > CC Queries Financial Management Services
Cost Center Owner/ApproversProvides a list of all active and inactive cost center(s) owners and approvers. Cost center(s) can be searched by an individual cost center or range of cost centers.Gemini Financials > Main Menu > General Ledger Custom > CC Queries Financial Management Services