Reports
CMS reports enable analysis, discussion and decisions about future spending. You can include multiple PTAs in a report by setting up favorite account groups in CMS. Save CMS reports in PDF or Excel for further analysis if needed. See How To: Run CMS Reports.
| Report Title | Report Description |
|---|---|
| 710: Account Balances | The Account Balances report displays uncommitted balances for a single account or a group of PTAs. This report is intended for users who want to view a summary level of uncommitted dollars as compared to the budget by PTA. |
| 720: PTA Overview | The PTA Overview Report displays budget, actual commitments, forecasted commitments, and uncommitted balance for a PTA. The report can also consolidate multiple PTAs, providing a quick method for analyzing a group of PTAs. The report offers multiple viewing options including expenditure type, expenditure category groupings or direct and indirect costs for viewing at a higher level. |
| 730: PTA Commitment Detail - People | The People Commitment Detail report displays employee and student commitment amounts (monthly and total) as well as forecasted effort percentages by PTA. It also shows how far in the future a person is financially committed. This is a useful report to verify if any student or employee commitments need to be adjusted to accurately reflect any future changes to their effort. |
| 740: PTA Commitment Detail – Goods and Services | The Goods and Services Commitment Detail report displays purchasing commitments and expenditures by purchase order. It also displays any soft goods or services commitments created by CMS users. This report can help to identify purchasing commitments that may need to be de-committed (removed from CMS only) or suppressed (removed from ReportMart3, CMS, and FFIT reports). |
| 750: Person Commitment Detail | The People Commitment Detail report displays employee and student commitment amounts (monthly and total) as well as forecasted effort percentages by individual. It also shows how far in the future a person is financially committed. This is a useful report to verify if any student or employee commitments need to be adjusted to accurately reflect any planned future changes. |
| 760: Month by Month FTE Commitments by Person | The Month by Month FTE Commitments by Person report displays employee or student future effort across all PTAs to which they are committed. It will show if a person's effort is forecasted to be fully allocated. Total effort can be reviewed to determine if it is appropriately allocated to the various PTAs. Future effort information is shown for all PTAs to which the person is charged as long as you have authority over one of the PTAs to which they are charged or have authority over their HR Organization. |
| 770: Month by Month FTE Commitments by PTA | The Month by Month FTE Commitments by PTA report displays all employee and student forecasted effort allocation by PTA. Effort can be reviewed to determine if the appropriate people are being allocated at the correct effort level to the PTA. |
| 780: Month By Month Salary / Student Aid Commitments: By Person | The Month by Month Salary/Student Commitments by Person report displays total monthly forecasted amounts across all PTAs for employees or students charged to a particular PTA. Forecasted amounts are shown for all PTAs to which the person is charged as long as you have authority over one of the PTAs to which they are charged or have authority over their HR Organization. |
| 790: Month By Month Salary / Student Aid Commitments: By PTA | The Month by Month Salary/Student Aid Commitments report displays the forecasted monthly amounts for all employees and students charged to a PTA. The report can also consolidate multiple PTAs which provide a quick method of analyzing a group of PTAs. |
| 800: Month By Month Burn Rate: by PTA | The Burn Rate report displays monthly actuals and commitments as well as total budget and uncommitted balance. The report can also consolidate PTAs when running the report for multiple PTAs. It is a helpful tool for monitoring the actual and projected expenditures for a single PTA or a group of PTAs at a higher level. The report also offers multiple viewing options including: People and Goods & Services detail, expenditure types, or expenditure category groupings for viewing the information at a higher level. The report is available in Excel format only. |
| 810: Multiple PTA Listing | The Multiple Listing report displays budget, actuals, commitments, and uncommitted balances for PTAs at a very high level and consolidated format. This report is useful for viewing direct and indirect costs associated with a PTA and for viewing information for several PTAs on one page. |
| 820: PTA Notes | The PTA Notes report displays any comments entered for any PTAs, soft budgets, custom periods, soft commitments, employees, students, or alerts. |
