Analysis reports
These reports are designed for budget analysis.
Accessing these reports
The reports listed in this section are located in \Axiom\Reports Library\Budgeting Reports\Budget Analysis. For instructions, see Browsing the Report Library.
Use to analyze the proposed budget compared to last year actual, current year budget, and current year projected for an individual account by department. Comments entered into the budget plan files also show on the report to assist with the analysis.
Budget Compared to Benchmark by Department
Compares budget benchmark metrics and values. Budget administrators and analysts can use this report to determine where revenue enhancement or expense reduction opportunities might exist.
Budget benchmarks are supplied from the Budget Labor Benchmark driver. Benchmark values are calculated by multiplying the budget key statistic by the benchmark metric.
This report references the 24 Budget Benchmark Driver, which also validates against the DEPT Dimension. Therefore, the driver tables need to be built from the fresh prototype, similar to what is done when performing a rollover. When the system year switches to next year, the report looks at the driver table for next year and establishes the connection.
IMPORTANT: If these steps are not followed, the system returns an error message.
Budget FTE Comparison
Analyzes the proposed budget for FTE compared to last year actual, current year budget, year-to-date actual, and current year projected by department.
Budget Key Statistics By Department
Use to view highlighted key statistic trends across multiple fiscal years.
Budget Per Unit Analysis
Use to analyze per-unit amounts by comparing the current year projection to next year’s budget for Patient Revenue, Salaries, Supplies, and Other Expenses.
Budget Plan Questions
Use to report on inputs from the Plan tab in plan files.
Budget Red Flag Analysis
Use to review the comments and explanations for accounts flagged in the budget plan files because they exceeded the defined red-flag threshold. The report shows year-to-date actual and current year projection compared to the proposed budget request. The report also includes fields for the adjustments and comments posted from the budget workbook for each account.
Budget Salary Comparison
Use to analyze salary variances for the proposed budget compared to the current year projection. The report also includes prior year and current year actual history to use for comparison.
Budget Salary Rate Analysis
Use to analyze departmental average hourly-rate variances in the proposed budget. The report shows prior year and current year actual history and projection compared to the new budget. The variance is broken out into two different categories—FTE and Rate Effect.
Budget Summary by Department
Use to analyze total-expense variances by department, comparing the proposed budget to the current-year projection. The report shows prior-year actual, current-year actual, and current-year budget history.
Budget Threshold Analysis
Use to analyze account categories by applying a low and high threshold for variances. Historical data for last-year actual and current-year budget are also included.
Budget Workbook Changes for CYB and NYB
Use to view highlighted areas where users made inputs in the yellow cells in budget plan files.
