Reports in the Executive Monthly Package
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 Executive Monthly Package report.
Budget Variance Rollup
Use to show the current month and year-to-date Actual, Flexible, or Fixed Budget and Prior Year values by category in detail. This report can be processed at a rolled-up level by Entity, VP, Director, and so on. You can use any grouping column in dimensions for summarization.
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The Budget Variance Rollup report also shows the monthly values by category and account. It will fill in the remainder of the year with budget last year or forecast data to show a year end projection.
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Budget Variance Summary
Use to show the expense, cost-per-unit of service, and hours-per-unit of service variances for each department. This report is typically run by VP to give them a summary of the departments that have variances for the current month.
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Cover_Executive
Use as the cover page for monthly Executive report package. You can customize this report to meet your reporting needs.
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Dept Variance Rollup
Use to show department variances over a chosen threshold by category for revenue and expenses for the current period and year-to-date. This report also contains a monthly variance output and projection for the rest of the fiscal year.
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The Budget Variance Rollup report also shows the monthly values by category and account. It will fill in the remainder of the year with budget last year or forecast data to show a year end projection.
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Pay Summary by Department
Use to show bi-weekly paid hours by department, by payroll summary category trended over multiple pay periods. This report is normally processed by VP but can also be processed by Director, Division, and so on.
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Statistic Variance Summary
Use to show key statistics by department for the past four months to show statistical trends and variances.
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Top 10 Variances
Use to show top and bottom ten department variances for salaries, supplies, and other expenses.
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Variance Overview
Use to show monthly variances by department, by account that exceed the thresholds set by the system administrator.
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