Purpose
The purpose of this Quick Reference Guide (QRG) is to provide a step-by-step explanation of how to generate Budget Reports in the North Carolina Financial System (NCFS).
Introduction and Overview
This QRG covers the generation of Budget Reports in NCFS which will enable you to view the control budgets, budget accounts, and budget periods as well as to analyze the budget consumption and analyze the available funds.
Note: If the folder structure changes in future, please be advised to look for the report in the correct folder or search for the report name using the search function.
Run Budget Reports
To run NC Budget to Actual (701) Certified Report (RPTBE006) in NCFS, please follow the steps below. There are 8 steps to complete this process.
Step 1. On the NCFS Home page, click the Tools tab and then click the Report and Analytics app.
Step 2. On the Reports and Analytics page, click the Browse Catalog button.
Step 3. Under the Folders pane, click the Shared Folders and then click the Custom folder. Furthermore, click the FBR Custom folder.
Step 4. Under the FBR Custom folder, click the Report folder and then click the Budget folder.
Step 5. Click the NC Budget to Actual (701) Certified Report (RPTBE006) folder and then click the Open link under the NC Budget to Actual (701) Certified Report (RPTBE006) section.
Note : To run other reports, follow the same steps and select the appropriate report.
Step 6. Select the applicable choices from the respective drop-down choice lists and click the Apply button.
In this example, we choose 1300-DEPARTMENT OF ADMINISTRATION for the Agency field, All for Budget Code field, and Jul-22 for Period field.
Step 7. Scroll down, validate, and confirm the data elements within the report.
Step 8. To export the report in desired format, click the Action icon and select the Export option from the drop-down choice list. Then click the Excel (*.xlsx) option to download the report in excel format.
Wrap-Up
Run Budget Reports using the steps above, to view the control budgets, budget accounts, and budget periods as well as to analyze the budget consumption and analyze the available funds.
Additional Resources
- Web Based Training (WBT)