PBCS Reports
From the Main Home Page, Select Reports
Expand the folders “SBCTC Reports” to view available reports.
Click on icon of the respective report for the desired output HTML, PDF, Excel.
All available reports will be displayed with three action icons for running the report: HTML, PDF and XLS.
HTML This will create an on-line HTML version of the report that supports the drilldown functionality.
PDF This will create a PDF version of the report and is best for printing reports.
XLS This will create an Excel version of the report.
The report will provide Actual vs Budget by Department and Program.
Navigation: Main Home Page > Reports > SBCTC reports (Expand) > Budget Status Report_By Department
Click on icon of the report for the desired output HTML, PDF, Excel
A box appears to select the desired member from Department and Program dimension.
Note: Colleges can always select “NoProg” who are not using Program dimension but for other college who are using program, can select desired member from program dimension.
Similarly for Class dimension, the default is “CL000” which all classes. If you want to view for specific Class, then please select desired member from Class dimension otherwise leave default.
Click Member selector icon to select desired member of Department/Program dimension.
Click on the Continue button.
To close the box, Click Back button.
A Prompt will appear to select the Year. The default is FY22, if you want to change year, then you can either manually change or click member selector icon to select the desired year member.
Click OK button
A report will appear based on you selection. You can print or download this PDF report. Click + to Zoom.
You can change the Department and Program to see other member report from here.
To change the Department/Program member, Click on Member then Selection box will appear to select the desired member.
You also have an option to open the report in Excel or HTML from here. Click Select Output to see desired output.
Click Close button to close the report
This report will provide Budget variance of both Expenses and Revenues for last two years by Department and Program.
Navigation: Main Home Page > Reports > SBCTC reports (Expand) > Budget Variance Line item Detail
Click on icon of the report for the desired output HTML, PDF, Excel
A box appears to select the desired member from Department and Program dimension.
Colleges can always select “NoProg” who are not using Program dimension but for other college who are using program, can select desired member from program dimension.
Similarly for Class dimension, the default is “CL000” which all classes. If you want to view for specific Class, then please select desired member from Class dimension otherwise leave default.
Click Member selector icon to select desired member of Department/Program dimension.
Click on the Continue button.
To close the box, Click Back button.
A report will appear based on you selection. You can print or download this PDF report. Click + to Zoom.
You can change the Department and Program to see desired report from here.
To change the Department/Program member, Click on Member then Selection box will appear to select the desired member.
You also have an option to open the report in Excel or HTML from here. Click Select Output to see desired output.
Click Close button to close the report
The report will provide Budget variance for Grant and project by Department.
Navigation: Main Home Page > Reports > SBCTC reports (Expand) > Grant and Project Status by Dept
Click on icon of the report for the desired output HTML, PDF, Excel.
For an example-, select HTML for this report
A box appears to select the desired member from Department and Program dimension.
Colleges can always select “NoProg” who are not using Program dimension but for other college who are using program, can select desired member from program dimension.
Click Member selector icon to select desired member of Department/Program dimension.
Click on the Continue button.
To close the box, Click Back button.
A report in HTML will appear based on you selection.
Since Grant and project budgeted at higher level, you can expand the line item and see the details.
You can change the Department and Program to see desired report from here.
To change the Department/Program member, Click on Member then Selection box will appear to select the desired member.
You also have an option to open the report in Excel or PDF from here. Click Select Output to see desired output.
Click Close button to close the report
This report will provide Employee Salary and benefit expense details by Employee Classification.
Navigation: Main Home Page > Reports > SBCTC reports (Expand) > Workforce Employee Salary Details
Click on icon of the report for the desired output HTML, PDF, Excel.
For an example-, select HTML for this report
A box appears to select the desired employee classification.
The existing department also is being used for Employee Classification in Workforce plan type(database). That is why you will see dimension name as Department.
Click Member selector icon to select desired employee classification from department dimension.
Click on the Continue button.
To close the box, Click Back button.
A report in HTML will appear based on you selection.
You can change the Employee Classification to see desired report from here.
Click on Member then Selection box will appear to select the desired employee classification.
You also have an option to open the report in Excel or PDF from here. Click Select Output to see desired output.
Click Close button to close the report
0 Comments
Add your comment