Report Definitions
This appendix lists the standard Planning and Budgeting reports.
Note. For report samples, see the Portable Document Format (PDF) files published on the CD-ROM with your documentation.
Report Definitions
The following list of standard Planning and Budgeting reports is organized by report ID. These are all SQR reports.
Note. Some reports recognize the Add or Deduct indicator for account types from the Account Type Options page when you use the View by option for Account. Version Analysis, Summary of Methods, and Budget Comparison reports use this information for viewing by Account. The Add or Deduct indicator is also leveraged to calculate net amounts when viewing by other dimension values.
Note. Not all reports can be viewed by currency code or statistics code even if they are defined as the dimensions of the model.
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Report ID and Report Name |
Description |
Navigation |
Run Control Page |
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Compares ALL Versions—base, versions 1-3, and master. You can generate this report at the detail or summary level and can view the data by the dimensions defined in the model. (SQR) |
Planning and Budgeting, Analysis and Reporting, Reports, Version Analysis |
BP_RUN_BPS1001 |
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Compares budget data across scenarios within a model. (SQR) |
Planning and Budgeting, Reporting and Analysis, Reports, Scenario Comparison |
BP_RUN_BPS1002 |
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Displays the methods used and their related dimension combinations and amounts. You can generate this report at the detail or summary level. It displays the dimension distribution, default method, override method, method amount, adjustment/allocation amount, and total amounts for each line item. (SQR) |
Planning and Budgeting, Reporting and Analysis, Reports, Summary of Methods |
BP_RUN_BPS1004 |
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Compares the proposed budget against an analysis base or historical budget. You can generate this report at the detail or summary level. It displays the amount and percentage variance between the two ledgers. You can view data by the dimensions defined in the model. (SQR) |
Planning and Budgeting, Reporting and Analysis, Reports, Budget Comparison |
BP_RUN_BPS1005 |
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Summarizes position budgeting details. You can generate this report at the detail or summary level. It includes the salary, earnings, benefits, employer paid taxes, and total cost for a budget center and version. You can view data by job code, position, or dimensions defined in the model. (SQR) |
Planning and Budgeting, Reporting and Analysis, Reports, Position Information |
BP_RUN_BPS1007 |
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Compares proposed budgets to planning targets. You can generate this report at the detail or summary level. If available, you can view data based on how you set up your planning targets. (SQR) |
Planning and Budgeting, Reporting and Analysis, Reports, Planning Target Analysis |
BP_RUN_BPS1008 |
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Summarizes and compares budget information for multiple business units. You can view this data by the dimensions defined in the model. (SQR) |
Planning and Budgeting, Reporting and Analysis, Reports, Business Unit Comparison |
BP_RUN_BPS1009 |