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In This Article:



Budget Analysis Report


Summary:

This report gives an overview of all activity attached to a cost centre and is organized by project with the ability to drill down to account details for each work order.

BEGIN: What you need to have to start accessing your work order and budget reports:

PROCESS:

  1. Login to Unit4.

  2. Navigate to the "Reports" tab on the Menu.

  3. Select "Financial Reports" folder, and then select "Budget Reports" folder.

  4. Click on "Budget Analysis" report.



  5. In order to see all the work orders that are included in your cost center, enter the cost center value in the "Costc like" box.

  6. Click the blue "Search" button:



  7. Include summary of what each column is representing.

  8. On the right hand side, drop down the "Select Link", and click on "Work Order Transaction Detail". A new screen will load, with the results:



  9. You will see the detail for your selected work order, summarized by "Revenue", "Personnel Expense", and "Other Expenses".



  10. When you have completed the review of this report, you can return to the summary page by clicking on the "Budget Analysis" tab.

Employments by Dean/Director


Summary:

This report gives a high level overview of employments under the Dean/Director level. Each employee listed under a Dean/Director will be listed with complete stats including Resource ID (ResID), Position, Employment status, Pay step, Employment dates, Supervisors, and Work Order Manager.

BEGIN: What you need to have to start accessing your work order and budget reports:

  • Your Unit4 login

PROCESS:

  1. Login to Unit4.

  2. Navigate to the "Reports" tab on the Menu.

  3. Select "Manager Reports" folder.

  4. Click on "Employments by Dean/Director" report.

Modeler

Summary:

This tool gives a visual representation of the organizational flow for work order structure. You can find relevant cost centre, project, and work order information - including the relevant 4-digit shortcode for each work order.

BEGIN: What you need to have to start accessing your work order and budget reports:

  • Your Unit4 login

PROCESS:

  1. Login to Unit4.

  2. Navigate to the "Common" tab on the Menu.

  3. Select "Modeler" under the Structures section.

  4. Click on "Modeler" to open the tool:

  5. Choose "WO Structure for Workflows" from the dropdown menu in the left-hand column:

             

  6. You will need to click on the down arrow (Show) to expand the org structure, to collapse select the up arrow (Hide):

My Employees Vacation Balance History

Summary:

This report gives a detailed review for a single employee (Resource ID) of all applicable vacation balances. Note, you will only be able to view those employees that report directly to you as their Work Order Manager. 

BEGIN: What you need to have to start accessing your work order and budget reports:

  • Your Unit4 login

  • Your employee's 6 digit Resource ID (ResID) (see: "My Employees by Work Order" report)

PROCESS:

  1. Login to Unit4.

  2. Navigate to the "Reports" tab on the Menu.

  3. Select "Manager Reports" folder.

  4. Click on "My Employees Vacation Balance History" report.

  5. You can modify the detail level by selecting the drop-down menu to highlight all entries made by pay period or looking to the 1st level for an overview of the employee's balance.

My Requisition Approval History

Summary:

This report gives a detailed review of all the purchase requests you have approved and includes information such as the Purchase Order issued, Workflow status, who requested the purchase, and the Work Order charged with the cost.

BEGIN: What you need to have to start accessing your work order and budget reports:

  • Your Unit4 login

PROCESS:

  1. Login to Unit4.

  2. Navigate to the "Reports" tab on the Menu.

  3. Select "Manager Reports" folder.

  4. Click on "My Requisition Approval History" report.

Work Order Transaction Detail

Summary:

This report gives a detailed review of all transactions relating to a single work order.

BEGIN: What you need to have to start accessing your work order and budget reports:

PROCESS:

  1. Login to Unit4.

  2. Navigate to the "Reports" tab on the Menu.

  3. Select "Financial Reports" folder, and then select "Budget Reports" folder.

  4. Click on "Work Order Transaction Detail" report.



  5. In order to see all the work orders that are included in your cost center, enter the cost center value in the "Costc like" box

  6. Click the blue "Search" button:

  7. Enter the work order that you would like to review in the "Work Order like" box:

Wage Transaction Detail with Budget


Summary:

This report gives a detailed accounting of all wage transactions relating to a single work order.

BEGIN: What you need to have to start accessing your work order and budget reports:

PROCESS:

  1. Login to Unit4.

  2. Navigate to the "Reports" tab on the Menu.

  3. Select "Financial Reports" folder, and then select "Budget Reports" folder.

  4. Click on "Budget Analysis" report.



  5. In order to see all the work orders that are included in your cost center, enter the cost center value in the "Costc like" box.

  6. Click the blue "Search" button:



  7. Determine which row/work order for which you'd like to view the report and navigate the far right hand column, "Links to Reports"

  8. On the right hand side, drop down the "Select Link" arrow, and click on "Work Order Transaction Detail w Budget"



  9. You will see a consolidated view of the report.  



  10. The best view for this report is in an external Microsoft Excel file. Navigate to the bottom of the screen and select "Export" to push the report to an external Excel file.


  11. There will be a pop up box that shows different report engine types. Select "Wage Transaction Detail Budget Web" and open with Excel. 

  12. Your report will open in Excel and look like this: 

  13. You can use the "1 2 3 4" boxes in the upper left hand corner (highlighted below) to expand or contract the detail of the report. You can also use the down arrow buttons to filter your results. If you're looking for a specific person's wages, you would filter on the "Resno(T)" column after expanding the detail to level 4

  14. Back in Unit4, when you have completed the review of this report, you can return to the summary page by clicking on the "Budget Analysis" tab.