Search a Specific Value: Select the segment that will be filtered by clicking the segment. Enter the value and click the binoculars. Select the appropriate value, click OK and OK, again. Repeat for each appropriate segment. Search a Hierarchy: Select the segment that will be filtered by clicking the segment. Enter the value and click the binoculars (Reference: ) Select the value that indicates click OK and OK, again. “Current”, Repeat for each appropriate segment. Select from Dropdown Menu: Select the segment that will be filtered by clicking the segment. the chevron next to the segment to access drop down of all values available. Select the appropriate value by clicking in the radio button and clicking OK. Repeat for each appropriate segment. Each Fund, Department, and Cost Center with a chevron in the report may be expanded by row to get to more specific segment summary data. Each Account Rollup row with a chevron in the report may be expanded to get to the account segment summary data. Each value in the Budget and Actual columns may be drilled into by clicking on the dollar amount hyperlink. After clicking on an amount to drill to, Select Drill to Detail Balances to review transaction details. Running a Detail Balances Report Reference:
Search a Specific Value: Select the segment that will be filtered by clicking the segment. Enter the value and click the binoculars. Select the appropriate value, click OK and OK, again. Repeat for each appropriate segment. Search a Hierarchy: Select the segment that will be filtered by clicking the segment. Enter the value and click the binoculars (Reference: ) Select the value that indicates “Current”, click OK and OK, again. Repeat for each appropriate segment. Select from Dropdown Menu: Select the segment that will be filtered by clicking the segment. the chevron next to the segment to access drop down of all values available. Select the appropriate value by clicking in the radio button and clicking OK. Repeat for each appropriate segment. Each Fund, Department, and Cost Center with a chevron in the report may be expanded by row to get to more specific segment summary data. Each Account Rollup row with a chevron in the report may be expanded to get to the account segment summary data. Each value in the Budget and Actual columns may be drilled into by clicking on the dollar amount hyperlink. After clicking on an amount to drill to, Select Drill to Detail Balances to review transaction details. Reference: Running a Detail Balances Report
Running-a-Budget-vs-Actuals-Expandable-by-Row_JOBAID.docx