University of Houston Human Resources
Survival Guide Home
Accounts Payable
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Budget Journals
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Reports
Requests/Work Orders
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Understand Cost Centers
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New Hire Orientation
PCD
Ethical Conduct of
Employees
Human Resource Forms
Direct Deposit
Direct Deposit and P.A.S.S
Hard Check Distribution
Payroll Deductions
Payroll Encumbrances
Payroll Reconciliation
Run Trial/Final Payroll
Suspense/Reallocations
Time and Effort
University Pay Glossary
University Pay Statement
Verification Report
W4s and P.A.S.S.
Payroll Forms
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Reports
 Running
Reports - Leave Server Name Blank
Schedule
a Report
Deleting
Run Controls
Deleting
Reports
Paper
SCR Requirements
Report
Matrix
Monthly
Checklist
Fund
Equity Report
Negative
Fund Equity Report
Unbudgeted
Fund Equity Report
Budget
Summary Report
Expenditures
by College/Division Queries
Department
Verification Report
Downloading
HR Reports to Excel
Late
Payment Interest Query
Unposted
Vouchers by Department Query
Open
Commitment Query
Unposted
GL Journals Query
Purchase
Requisitions Not Completed Query
Budget
Journals Not Approved Query
Reviewing
HR Actions Query
Report
Distribution
Budget Summary Report
Purpose
Useful to review budget
information.
Drills down to totals by individual
expenditure accounts within a cost center.
Navigation
Custom Reports
GL
Click on Budget Summary (1063)
The first time you run this report, you
will need to click Add a New Value tab to
name your report.
Then, click yellow add button.
Forever after, when you run this report,
you will click Find An Existing Value.
If you can’t remember the name of the
report, just click the yellow search button,
and this will return a list of your reports.
Click on the report and you will go to the
Report Request Parameters page.
To run this report by a college, type in
Business Unit 00730.
To FY/Period (Example 2005 in first box
and 1 in second box) 2005=FY2005 and
1=September and 12=August)
Check Print only active cost centers.
Check Revenue and Expense Budget Account
Summary boxes.
To see all activity for a college, use the
following parameters:
Fund=All; Dept ID = Tree Range (to get
this option, click on drop-down menu)
Node=H0058 (for Dean of Education); Prog=All;
Project=All.
Click Yellow Run button in top right-hand
column.
Make sure server name is blank and click
OK.
Click blue Report Manager hyperlink.
When report is ready, link will appear.
Click on the .PDF report link.
Click on the printer icon in Adobe to
print the report.
You have successfully run and printed the
budget summary report by college.
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View Sample Report
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