View Reports & Position Budget Report

View Budget Lines
Date Created October 15, 2018
Process Name View Reports & Position Budget Report
Version Number C
Procedure Number 0001
Process Owner Questica Users
Date of Last Update April 21, 2023

Introduction
Purpose Navigate to the reporting module and run the position budgets report.
Scope Scope of this document pertains to Sonoma State University's version of Questica Budgeting software.
Document Management University Budget and Resource Planning retains all copies of Business Process Guides and handles distributions
Roles and Responsibilities University Budget and Resource Planning retains responsibility for the accuracy of the information within Questica Budgeting software.

Process

STEP

SCREENSHOT

1.Access the Report option from the menu at the top of the screen.

1.Access the Report option from the menu at the top of the screen.

2. Select Reports.

2. Select Reports.

3. You will be redirected to the reports home page.

From here, you can access any reports.

If you would like a step by step on how to access the position budgets report continue to the steps below.

3. You will be redirected to the reports home page. From here, you can access any reports. If you would like a step by step on how to access the position budgets report continue to the steps below.

4.Locate the correct fiscal year’s position budgets report.

4.Locate the correct fiscal year’s position budgets report.

5.Select the report (1), then select run smart report (2).

5.Select the report (1), then select run smart report (2).

6. The report will appear in a different window. From here you can use the Advanced Search feature to narrow the report information down to your unit.

6. The report will appear in a different window. From here you can use the Advanced Search feature to narrow the report information down to your unit.

7. To use the Advanced Search feature, select the Advanced Search icon at the top if the screen.

7. To use the Advanced Search feature, select the Advanced Search icon at the top if the screen.

8. If you have any previously saved reports, you can select those from the drop down shown in square (2).

8. If you have any previously saved reports, you can select those from the drop down shown in square (2).

9. If you have no saved reports or would like to create a new one, select Advanced Search from the top of the dropdown (2).

9. If you have no saved reports or would like to create a new one, select Advanced Search from the top of the dropdown (2).

10. Click on the first search box. A field picker box will appear.

10. Click on the first search box. A field picker box will appear.

11. In the search bar, type in “college/area” (1). This will allow you to narrow down your search to your unit. Select the top option (2), and click choose in the bottom right corner (3).

11. In the search bar, type in “college/area” (1). This will allow you to narrow down your search to your unit. Select the top option (2), and click choose in the bottom right corner (3).

12. In the second search box, select equals from the dropdown.

12. In the second search box, select equals from the dropdown.

13. In the third search box, select your unit.

13. In the third search box, select your unit.

14. The report should now only reflect the unit you selected.

14. The report should now only reflect the unit you selected.

Change History
Version C
Date of Revision April 21, 2023
Description of Change Implemented Process and screenshots updated for new version.
Completed by University Budget and Resource Planning