Prior vs. Current

Overview

The Prior vs Current interactive dashboard contains two reports: Prior vs Current Summary on top and Actuals Detail below. It is based on a range of Accounting Periods selected using filters at the top and displays activity and balances across the chartfields through the end of the selected time range.

Reports

Summary Report

The Summary report is ordered by Dept ID, Fund, and Account Category and includes these metrics:

  • Prior Authorized Budget
  • Prior Temp Budget
  • Current Authorized Budget
  • Current Temp Budget
  • Total Budget
  • Prior Actuals
  • Current Actuals
  • Encumbrance Amount
  • Remaining Balance

You can show subtotals or grand totals, exclude columns, move columns, change the sort order of data within a column, and include these columns that aren’t present in the Prior vs Current Summary report.

Drill Down

Click a linked value to open the Current Actuals Transactions report where you can see the transactions that roll up to the report value. Click the Return link in the bottom left corner of the window to return to the Prior vs Current Summary report.

When you drill down on a column in the summary section, the drill down report only shows the amount for the column into which you drilled. For instance, if you drill down in the Current Actuals column, your drill down report does not show Temp Budget amounts for any of the transactions whose detail is brought up.

Actuals Detail Report

The Actuals Detail report shows the Actuals Amount and includes these columns:

  • Level
  • Accounting Period – Desc
  • Account – Desc
  • Dept ID – Desc
  • Program Code
  • CF1 Code
  • CF2 Code
  • PC Bus Unit
  • Project
  • Activity
  • Description
  • Detailed Description
  • Reference
  • Document ID
  • Journal Date

You can show subtotals or grand totals, exclude columns, move columns, change the sort order of data within a column, and include these columns that aren’t present in a report.

Prompts

  • There are 4 required prompts that are identified with an * and are selected by default.
  • For best performance, it is recommended that you select additional prompt(s) to limit the results. Filtering on Org and/or Account is recommended.

Tying the Data between Reports

  • Compare the summary report to 008 GL Customer Report by Fund 9 col All Current Funds ModC&G report in BAIRS.
    • The Cal Answers report is organized by Dept Id, so to make it match precisely you can exclude the Dept Id column.
    • To reconcile by Account Category, compare to the 008 GL Customer Report by Fund 9 col All Current Funds ModC&G report using Account Tree = CGA_ACCOUNT.
    • If you want to see your indirect vs direct costs, include the Account Level 3 column, which contains those values, and add a subtotal for that column.
    • Compare the summary report to the 040 GL Customer Report Dept ID Fund 9 Column report in BAIRS.
      • To reconcile by Account Category, compare to the 008 GL Customer Report by Fund 9 col All Current Funds ModC&G report using Account Tree = BFS_ACCOUNT.
      • If you want to see your indirect vs direct costs, include the Account Level 3 column, which contains those values, and add a subtotal for that column.