Budget Queries

budget queries

Description: Budget Queries are used to search for financial data using specific parameters, like Fiscal Year and Organization. Queries can be created and saved to be used again. Additionally, you can drill down within the query results to see transaction details.

How-to Steps: Login to your MyCCRI account, click on the Finance tab, and follow the steps outlined below to to create a budget query:

Click on the Finance tab
Under Finance Services click on Budget Queries
The recommended query option at CCRI is Budget Status by Account. Choose Budget Status by Account in the Type drop down to define a query. Click on the Create Query button.
Select the appropriate operating ledger data columns to display in the query and then click Continue. The recommended settings are shown below.
Parameters to define the query are entered on this form. You must enter a Fiscal year and Fiscal period, Chart of Accounts (C for CCRI) andOrganization Code

Fiscal period defines the number of Fiscal months to be included in the query, e.g. 1 for July, 6 for through December. Use 12 to include everything.

Click Submit query to see the query results.
The Organization Budget Status Report displays based on your parameters. Click on the red numbers in any report column to drill down to detailed transactions.
- Adopted Budget shows the budget allocation for that account.
- Year to Date shows actual posted expenditures, and, if applicable, revenue
- Encumbrances shows open purchase orders.
- Reservations shows requisition transactions.
You may want to download some of the query data to Excel for further analysis. Click on Download Selected Ledger Columns, as shown above.

In the File Download popup window, choose Save.

In the Save As popup window navigate in the Save in box to specify where the file should be saved. Then type a meaningful file name and accept the default format of Microsoft Office Excel Comma Separated Value. Then click Save You can then use Excel to further analyze the information.