Important Note:

The Appropriated Budget v Actuals (BvA) is year to date report designed to help departments monitor appropriated fund values and drill to transaction details.

This report is not available daily from 12:35 AM to 7:30 AM for data refresh.

Step 1: Locate and Launch the Dashboard

Access Boise State Reporting Budget & Finance and locate the Budget vs Actual Dashboard, Appropriated and Local Summary report.

Boise State Reporting will display the reports in either a List or Card view.

Change your view by selecting either List View or Card View in the upper navigation.
By default, this report launches with the category filter set to “All Reports”. If needed, update the Filter by Category drop-down to view reports specific to one area of reporting
Favorite commonly used reports by selecting Favorite in card view and the star icon in list view.

After locating the Budget vs Actual Dashboard, Appropriated and Local Summary report, select Launch on the report card or Launch located on the right side of the report name if you’re in list view.

Step 2: Enter Report Parameters

Confirm the report tab you are on is Appropriated Only Budget Summary.

Update or enter search parameters as needed. The following are required to launch the search:
1. Fiscal Year. The Fiscal Year is represented by the 4 digit calendar year in which the fiscal year (FY) ends. Boise State operates on the fiscal year for the State of Idaho, July 1 – June 30.
2. As of Fiscal Period. The Fiscal Period is represented by 1 through 12 starting with July. See the table below.
3. Department. The 5-digit department number.
4. After entering the search parameters, select Apply.
Fiscal Period Table

Month	Period	Month	Period	Month	Period
July	1	November	5	March	9
August	2	December	6	April	10
September	3	January	7	May	11
October	4	February	8	June	12

Step 3: Review Remaining Budget for Account Roll-Up

The results from your search will populate below the search fields.

Review the remaining budget percent for a specific Account Roll-Up (ex: Benefits), be selecting the checkbox next to the Account Roll-Up type from the Account Roll-Up drop-down list.

Step 4: Change Graph View (as needed) or View Transaction Details

To change the report output graph type, choose an option from the Select Graph View drop-down list.

Step 5: Drill to Transaction Details

To review transaction details, click a hyperlinked amount displaying in the report output table then click Drill to _____ Detail.

Step 6: View Negative Fund Balance

To review a report output that includes only negative fund balances, click the checkbox located next to Negative then click Apply.

Step 7: (optional) Export Results and Save Search Parameters

After running a dashboard report, you may export the output by navigating to the Settings (gear) icon in the upper right-hand corner of the dashboard, selecting Export to Excel and Export Current Page.
Search Parameters may be saved by entering search values, clicking the Settings icon the upper right-hand corner. Click Save Current Customization, enter a Name for the search and click OK.

End of Process

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Appropriated BvA Dashboard