Running the Organizational Position Summary Report

The Organizational Position Summary report provides summary budget information for a specified time interval, for each position-controlled organization in your business group. The application groups the results by budget measurement unit.

You run reports from the Submit Requests window. After you run the report, the application displays the report in the View Output page accessible from the View Requests window.

arrow icon   To run the Organizational Position Summary Report:

  1. Select the Organizational Position Summary Report in the Name field.

  2. Enter the Parameters field to open the Parameters window.

  3. Enter the Effective Date for which you want to report.

  4. Select a Position Type for which you want to see a report.

  5. Optionally, enter a Variance Percent.

  6. Enter the Start Date and End Date of the time interval for which you want to view summary information.

  7. Choose the OK button.

  8. Complete the batch process request and choose Submit.