Financial reports
Axiom Budgeting and Performance Reporting 2022.2 comes with a variety of standard financial reports, organized within the following folders and subfolders.
TIP: In some reports, you can drill down to specific data to view how the values were calculated. For more information, see Drilling data: Using Drill Down.
The following reports allow you to view general budget data. For examples of these reports, see Analysis reports.
| Report | Description |
|---|---|
| Account Analysis | Use to analyze the current month- and year-to-date variances for an individual account by department. |
| Current Year Actual (CYA) Per Unit Analysis | Use to analyze year-to-date (current) per-unit amounts for Patient Revenue, Salaries, Supplies, and Other Expenses compared to current-year budget (Budget). |
| Expense Summary by Department | Use to analyze expense variances by department. |
| Key Dept Ratios | Use to analyze current month and year-to-date salary variances for an individual department. The salary variance is broken into categories for Price, Volume, and Efficiency. A summary section is also provided to show the components of the total variance. |
| Labor Price, Volume, & Efficiency Variances | Use to quickly analyze salaries to determine if the variances are related to rate or volume. |
| Labor Summary by Department | Use to analyze labor variances by department. |
| MultiYear Statistic Review | Use to show key and non-key statistical accounts for the current-year actual and budget, prior year, and two years ago. You can run this report for a single department or combined for multiple departments. If is often used to confirm that the statistical basis across different years is consistent. |
| Threshold Analysis | Use to analyze current month values compared to the average of the previous three month. You can enter a dollar threshold. After the report is populated, you can change the view to only show the departments that exceed the threshold. The purpose of this report is to show unusual activity or possible missing entries in the current month. |
The following reports are designed for month-end financial analysis. For examples of these reports, see Running Financial Statement reports.
| Report | Description |
|---|---|
| Balance Sheet | Use to review and analyze the Balance Sheet values by FSDetail category across multiple years. |
| Balance Sheet and Cash Flow | Use to review and analyze the Balance Sheet and Cash Flow across multiple years. |
| Balance Sheet By Entity | Use to show by entity for one fiscal year across the balance sheet categories in FSDetail. You can update the report to run for any fiscal year in the database. |
| Balance Sheet Detail | Use to show the detail accounts within each balance sheet category of FSDetail, showing last-year actual and current-year actual. |
| Forecast Income Summary | Use to show the Current Year Forecast by FSDetail category compared to Current Year Budget and Current Year Annualized. |
| Forecast Scenario Comparison | Use to show the Current Year To Date, Current Year Annualized compared to the Current Year Forecast and Alternate Forecast. |
| Income Statement By Entity | Use to show the Income Statement categories by entity for the current fiscal year. |
| Income Statement Detail | Use to show the detail accounts within each income statement category of FSDetail showing current-year detail and last-year actual. |
| Income Statement Multi-Year | Use to review the Income Statement totals by FSDetail category across multiple fiscal years. |
| Income Statement Projection | Use to review the Income Statement totals by FSDetail category by month. For the remaining months of the year, it projects using the current-year budget or current-year forecast, which you can then compare to the annual budget. |
| Income Statement Summary | Use to review the Income Statement totals by FSDetail category for the current period and year-to-date compared to budget and prior year. |
| Income Statement Summary-12 Month | Use to view the Income Statement totals by FSDetail category, by month. You can also update the report to process for any fiscal year in the database. |
| Income Statement Summary-Drill | Use to view review the Income Statement totals by FSDetail category for the current period and year-to-date actual compared to budget and prior year. You can drill down to the detail transactions for revenue, expense, payroll data, or show a trend for each category. |
| Provider Income Statement Summary | Use to show the Income Statement totals by FSProvider category for the current period and year-to-date compared to budget and prior year. |
The following reports are designed for bi-weekly payroll analysis. For examples of these reports, see Payroll reports.
| Report | Description |
|---|---|
| Employee Roster | Use to show employee-related information for a single department by job code. This information is used for budget-labor budgets. |
| Employee Roster – Position Control | Use to show employee-related information by job code and by employee. |
| Labor Distribution | Use to show bi-weekly paid hours and dollars by job code, employee, and pay category for a single pay period. |
| Labor Distribution Detail | Use to show hours and dollars by a department, by job code for multiple pay period, and by category of pay. |
| Overtime Alert | Use to show highlights of overtime trends by pay period and department. |
| Overtime Analysis | Use to show overtime FTE-related hours by department trended for multiple pay periods. This report is normally processed by VP or Director. |
Provider Analysis reports (optional feature)
The following reports are designed for physician analysis.
NOTE: You can also find these same reports in the Budget Reporting section > Provider Budget > Analysis.
For a description of each report, see Provider Budget reports.
The following reports are designed for month-end or payroll electronic reporting.
Executive
For examples of these reports, see .
| Report | Description |
|---|---|
| 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. |
| 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. |
| Cover_Executive | Use as the cover page for monthly Executive report package. You can customize this report to meet your reporting needs. |
| 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. |
| Executive Monthly Package | Use to speed up report processing and distribution by running all of the individual executive reports and including them in one report package. |
| 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. |
| Statistic Variance Summary | Use to show key statistics by department for the past four months to show statistical trends and variances. |
| Top 10 Variances | Use to show top and bottom ten department variances for salaries, supplies, and other expenses. |
| Variance Overview | Use to show monthly variances by department, by account that exceed the thresholds set by the system administrator. |
Manager
For examples of these reports, see.
| Report | Description |
|---|---|
| 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. |
| 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. |
Package Utilities
For examples of these reports, see Report Packages - Utilities.
| Report | Description |
|---|---|
| Monthly All in One VP Package | Use to automatically build a report packaging batch using the database and dimensions. You may build a batch to distribute reports based on a single dimension grouping by another dimension grouping (For example, Dept by VP, Manager by Director, etc.). |
| Monthly Manager Package | Use to package and email monthly reporting packages to managers. Each column in the report represents a recipient, with the reports listed under each person as the reports they receive in their monthly package. |
| Monthly VP Package | Use to package and email monthly reporting packages to VPs. Each column in the report represents a recipient, with the reports listed under each person as the reports they receive in their monthly package. |
