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changes.mady.by.user Holly Steenvoorden

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Info

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title	Reports Overview

Unit4 has a number of resources available for reporting out to Budget Holders that include detailed transaction listings, employee vacation balances, and a complete organizational chart to identify cost centres, projects, and work orders:

Budget Analysis Report: synopsis of cost centre activity with the ability to see individual work order transactions compared to budget
Work Order Transaction Detail: detailed review of all transactions relating to a single work order
My Employees Vacation Balance History: detailed review by employee of vacation balances and activity by pay period
My Requisition Approval History: review of purchase approvals
Modeler: complete org structure, defining the department work orders and work order managers
Employments by Dean/Director: overview of employments according to cost centre so a Dean/Director can see the department/school's employees

Warning

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title	NOTE:

The list below is intended to provide a basis for discussion at the upcoming Reports training sessions, as well as what will eventually form the FAQs. If you have a question that is not listed here, please forward it to Andrea Hall (ahall@selkirk.ca) in advance of the sessions for inclusion. This page will be updated as additional questions are received.

In This Article:

Table of Contents

When will I receive training on the new reports in Unit4?

What reports are available to me and what information do they include?

When will I receive training on the new budget process?

For detailed, step-by-step instructions to run these reports, please visit Budget Officer Reports - Supervisors (Unit4).
Excerpt Include
Reports for Supervisors (Unit4)
Reports for Supervisors (Unit4)
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I don't remember my work orders - how do I see the work order numbers for all of my schools/departments?

To find a complete list of your work orders, visit Reports for Supervisors (Unit4) to view the "Modeler" Report.

How do I see all of my direct reports’ employees?

To find a complete list of your work orders, visit Reports for Supervisors (Unit4) to view the "My Employees" Report.

I approved a purchase in the system, but I don't see it. How do I know what I approved?

To find a complete list of your work orders, visit Reports for Supervisors (Unit4) to view the "My Requisition Approval History" Report.