Report Packages - Manager reports
These reports are designed for month-end or payroll electronic reporting.
Accessing these reports
The reports listed in this section are located in \Axiom\Reports Library\Management Reporting\Report Packages\Manager. For instructions, see Browsing the Report Library.
You can also access them from the Bud Admin task pane. In the Financial Reporting section, click Financial Reporting > Report Packages > Manager.
AP Distribution Report (optional feature)
Use to show the monthly Accounts Payable (AP) detail by general ledger account by vendor, check number, and check date.
Click image to view full size
AR Distribution Report (optional feature)
Use to show the monthly Accrued Receipts (PO Received Not Invoiced) detail by vendor, PO Number, line item description, and receipt date subtotaled by general ledger account.
Click image to view full size
Budget Variance By Department
Use to show the current month and year-to-date actual, which are then compared to the Flexible or Fixed Budget as well as Prior Year values by category and in detail.
Click image to view full size
The Budget Variance by Department report also shows the monthly values by category and account. It will fill in the remainder of the year with last year actual, current year budget, or forecast data to calculate a year-end projection.
Click image to view full size
Cover_Manager
Use to generate a cover page for monthly Manager report package. You can customize this report to meet your reporting needs.
Click image to view full size
Dept Monthly Package
Use to run all of the individual manager reports and distribute them in one report package
Click image to view full size
GL Distribution Report (optional feature)
Use to show the monthly journal entry detail for each general ledger account.
Click image to view full size
MM Distribution Report (optional feature)
Use to show the monthly materials management issues, including the location of issue, unit of issue, unit price, quantity, and the amount subtotaled by general ledger account.
Click image to view full size
Pay By Employee ID
Use to show the biweekly paid hours by employee, by payroll summary category trended over multiple pay periods.
Click image to view full size
Pay By JobCode
Use to show the biweekly paid hours by job code, by payroll summary category trended over multiple pay periods.
Click image to view full size
RU Report (optional feature)
Use to show the current month and year-to-date Revenue and Usage units and gross revenue by CDMCode. Units for specific CDM can be RVU weighted to use for monthly statistics summarization.
Click image to view full size
RU Report_Budget (optional feature)
Use to show the current-month actual, budget, and year-to-date Revenue and Usage units and gross revenue by CDMCode. Units for specific CDM can be RVU weighted to use for monthly statistics summarization.
Click image to view full size
Scorecard
Use to show financial and ratio indicators for the chosen department compared to budget and trend.
Click image to view full size
Variance Alert
Use to show accounts that exceed variance thresholds for the month.
Click image to view full size
