Financial utilities
Axiom Performance Reporting 2023.1 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.
Financial Current Year Forecast – Forecast Adjustment utilities
These reports are designed to post calculated values to the database.
| Report | Description |
|---|---|
| Dept Specific Forecast Adjustments | This is a save-to-database report used to make adjustments to the current-year forecast at a specific department and account level. |
| Monthly Forecast Adjustments | This is a save-to-database report used to make adjustments to the current-year forecast at an income-statement level. |
Current Year Forecast – Forecast Processing utilities
This report is designed to post calculated values to the database.
| Report | Description |
|---|---|
| Monthly Forecast Utility | Use to calculate and post a monthly forecast for the remaining months of the fiscal year to the database using a variety of forecast methods. |
Financial Data Audit
This report is designed to improve the quality of data.
| Report | Description |
|---|---|
| Standard Data Assessment | Use to improve the quality of your data, keep you compliant with Axiom standards, and save time preparing for monthly reporting and annual budgeting. |
Financial Data Input utilities
These reports are designed as save-to-database reports for statistics and contract labor hours.
| Report | Description |
|---|---|
| Input Biweekly Contract Labor | Use as an input report for biweekly contract labor hours data collection. You enter biweekly hours and then post them to the database from this report. |
| Input Monthly Contract Labor | Use as an input report for monthly contract labor hours data collection. You enter monthly hours and then post them to the database from this report. |
| Input Monthly Statistics | Use to input monthly statistics data collection or calculations. You enter the monthly statistics and then post to the database from this report. |
Financial Data Reconciliation utilities
These reports are designed for designed for month-end close analysis.
| Report | Description |
|---|---|
| Acct Standards Review | Use this report to map standardized data for accounts in your organization to KHA Standard Class codes. |
| BiWeekly Payroll Reconciliation report | After the payroll file is loaded, run the Biweekly Payroll Reconciliation report. |
| Consolidations and Eliminations | This is a save to database report that allows you to input eliminations for your Financial database. |
| Dept Standards Review | Use this report to map standardized data for departments in your organization to KHA Standard Class codes. |
| Entity Standards Review | Use this report to map standardized data for entities in your organization to KHA Standard Class codes. |
| Jobcode Standards Review | Use this report to map standardized data for job codes in your organization to KHA Standard Class codes. |
| Monthly RevUsage Reconciliation | After all data is loaded, run the Monthly RevUsage Reconciliation. This report shows the IPVolume, IPRevenue, OPVolume, and OPRvenue by department for each month. |
| Paytype Standards Review | Use this report to map standardized data for pay types in your organization to KHA Standard Class codes. |
| Provider Standards Review |
*Only available with a Comparative Analytics Provider. Use this report to map standard data for providers in your organization, such as NPI and Standard Specialty Code. |
| Reconcile GL to GL Transactions report | If you load subledger detail into Axiom, such as Accounts Payable (AP), Accrued Receipts (AR), Materials Management (MM) and Journal Entries (JE), we have a reconciliation utility that ties the subledger data back to the ledger data (ACT20XX). This report confirms that the data loaded to the GL matches the data loaded to Journal Entry (JE) detail. |
| Reconcile GL to Pay12 to Pay27 report | Use this report to compare the Current Year Gross Revenue in the Financial tables to the RevUsage tables. |
| Reconcile GL to Rev Usage report | Use to reconcile GL revenue data in the Financial tables to the Revenue and Usage data imported into the database on a monthly and year-to-date basis. |
Financial Dimensions System Structure reports
These reports are designed to help you review and confirm that your dimensions coding is complete and correct.
| Report | Description |
|---|---|
| System Structure Accounts | Use to show the current mapping in the ACCT dimension table. |
| System Structure Departments | Use to show the current mapping in the DEPT dimension table. |
| System Structure JobCodes | Use to show the current mapping in the JOBCODE dimension table. |
| System Structure PayTypes | Use to show the current mapping in the PAYTYPE dimension table. |
Financial Dimensions Flex Budget utilities
These reports are designed to help you review and confirm that your dimensions coding is complete and correct.
| Report | Description |
|---|---|
| FlexBudgetSetup | Use configure options for the Flex Calculator utility. |
| FlexCalculator by Month | Use this save-to-database report to post flexible budget calculations to the database. |
Financial Payroll utilities
These utilities are designed to post calculated values to the database.
| Report | Description |
|---|---|
| BiWeekly To Monthly | Use this utility to accrue for both hours and dollars from your biweekly payroll load (Payroll26) into the monthly data tables (Payroll12). |
| BiWeekly to Monthly with LY | Use this utility to post accrued biweekly hours or dollars from the Payroll27 tables to the Payroll12 tables. |
| Monthly to BiWeekly | Use this utility to post reverse-accrued budgeted monthly hours from the Payroll12 tables to biweekly amounts and post them to the Payroll27 tables for labor or productivity reporting. |
| Monthly to GL | If payroll hours are not coming through your GL Import, you can move your hours from the Payroll12 data tables created from the previous process to your Financial tables by running the Monthly to GL accrual utility. |
Financial Report Batches
These reports are designed to process multiple reports for multiple outputs.
| Report | Description |
|---|---|
| Monthly All in One Executive Reporting Batch | Use to run the Executive Monthly Package report for distribution. |
| Monthly All in One Manager Reporting Batch | Use to run the Department Monthly Package report for distribution. |
| Monthly Financial Statements Batch | Use to run the monthly Financial Statements for distribution. |
| Monthly Hours Accrual Batch | Use to run the monthly the Hours accrual reports. |
Financial RevUsage utilities
These reports are designed to process multiple reports for multiple outputs.
| Report | Description |
|---|---|
| Summarize CDM Statistics (optional feature) | Use to summarize CDM values to department-level statistics and post them to the Financial database to use as key statistics for monthly reporting as well as budgeting. |
Financial Security Setup utilities
These reports are designed to manage user roles and permissions.
| Report | Description |
|---|---|
| Performance Reporting Security Update | Use to configure security. |
Financial Statistic Transfer utilities
These reports are designed as save-to-database reports for statistics.
| Report | Description |
|---|---|
| Transfer Key Stats from Fin to PR12 | Use this save-to-database report to transfer statistics from the Financial tables to the Payroll12 tables at the end of the budget process. |
| Transfer Key Stats for Fin to PR26 | Use this save-to-database report to transfer statistics from the Financial tables to the Payroll27 tables at the end of the budget process. |
Financial System Setup utilities
These reports are designed as utility reports to help you set up the system.
| Report | Description |
|---|---|
| Benchmark |
Used as factors in productivity reports. |
| CalDate Update Utility |
Use as a utility to help you fill out the necessary columns in the CALDATE dimensions table. Only needed if licensed for Daily Productivity. |
| FP Payor |
Use to assign the payors for use in the Axiom Financial Planning product. |
| Names |
Use this table in reports or FileCollect process to look up email, names, titles, and login information. |
| Payroll_Dates |
Used in reports to look up the pay period end date and pay date for current year and last year. There are two sections if your organization uses two pay cycles. |
| VCC_Payroll_Mapping |
Used by Variance Comments and other payroll utilities to map GL accounts to job codes and/or pay types. |
| VCC_Threshold |
Used to set configure how much an account can vary from budget before department managers are required to enter comments explaining the variance |
| YearPeriod |
Used in configure the first year and month of the fiscal year, number of work days in the current, last, and next year, and the standard FTE hours worked by employees in a year. |
