Report Packages - Manager reports

These reports are designed for month-end or payroll electronic reporting. For more information on setting up and configuring this report package, see Configuring the Department Monthly Package report.

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.

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.

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.

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.

Cover_Manager

Use to generate a cover page for monthly Manager report package. You can customize this report to meet your reporting needs.

Dept Monthly Package

Use to run all of the individual manager reports and distribute them in one report package

GL Distribution Report (optional feature)

Use to show the monthly journal entry detail for each general ledger account.

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.

Pay By Employee ID

Use to show the biweekly paid hours by employee, by payroll summary category trended over multiple pay periods.

Pay By JobCode

Use to show the biweekly paid hours by job code, by payroll summary category trended over multiple pay periods.

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.

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.

Scorecard

Use to show financial and ratio indicators for the chosen department compared to budget and trend.

Variance Alert

Use to show accounts that exceed variance thresholds for the month.