Personnel Budgeting - Create Custom Personnel Budgeting Reports

There are two methods of creating customized reports in Personnel Budgeting. 

1. Select Create Custom Report and select a template. Name the Report and add a Description. The Report will now appear under My Reports.
2. The second option is to Select the report you would like to customize. After making customization decisions select Save My Report at the end to add this custom report to My Reports. 

Note: Saved Reports will be visible to all Editors in the Personnel Budget.

Customizing Personnel Budgeting Reports 

1. Set the Scenario and Fiscal Year filters.
2. Drag and drop the column headers into the Group filter to group a series of filters. In this case, we created a group or tree from Account ID>Account ID Description>Sub-Line Description. You will notice the first column header is now labeled Group.
3. Select the Columns menu to:
   • Select which columns to display
   • Drag and drop columns into the Row Groups to choose how the first grouped column appears. Note: Depending on the report, this area may already be customized for you.
   • The Values section will tell you how the values are totaled/calculated.
4. Drag and drop columns in the order you want the report to display them. Select the three lines on a column:
   • To Pin or affix a column into place left or right
   • To auto-size columns
   • Expand, Collapse, and Reset Columns
5. Select the Export button to download the report as an Excel Single-Sheet or an Excel Multi-Sheet.
6. Select Save My Report to add this custom report to My Reports. Note: Saved Reports will be visible to all Editors in the Personnel Budget.

Pro Tip: To delete or edit your customized report, in the Action column select the three dots next to the report.