Federal Program Appropriations (CTGLR122) - Core-CT

advertisement
STATE OF CONNECTICUT
_____________________________________ Report Guide
Federal Program Appropriations
CTGLR122
Section 1. Introduction
Purpose of the Report
The report displays the carry forward, adjustments to appropriation, total appropriation, expenditures, and
continued appropriation for federal programs. The report can be sorted and subtotaled by chartfield. User
can specify a Catalog of Federal Domestic Assistance (CFDA) number or a range of CFDA numbers. The
report can be run in both PDF and CSV (MS Excel) format.
The report is used to monitor and review budgetary activity for federal grants. It can be used as a tool to
validate data against other General Ledger reports (e.g. Trial Balance, Expenditure Detail, and GL
Activity).
 USER MUST SPECIFY BUDGET PERIOD VALUE IN THE REPORT
Type of Report
Structured Query Report (SQR); Format - Portable Document Format (PDF) or CSV (MS Excel)
Legacy SAAAS/CAS Reports
CAS ACBA86 and ACRA58 reports
Role(s) Needed to Access the Report
Central GL Approver, Central GL Reviewer, and Central GL System Tech Resource, Agency GL
Approver, Agency GL Reviewer, Agency GL System Tech Resource, Fiscal Administrative Reviewer
Navigation Path to the Report
Main Menu > Core-CT Financials >Commitment Control > Budget Reports > Federal Program
Appropriations
Suggested Run Times
Ad hoc
1
Federal Program Appropriations
Section 2. Report Request Parameters
General Notes:


Select an existing Run Control ID or enter a new one
For reports that are run on a regular basis, user should select a Run Control ID naming
convention that can be easily identified (e.g., Fed_Approp_SEFA)
An asterisk * preceding the field name indicates input is required
Go to tips and tricks for additional help in entering Run Control IDs and report parameters


Parameters
In This Field
see screenshot below
Enter
Notes
* Unit:
type STATE or use the
lookup to select
use STATE for all General Ledger reports
* Ledger
type ledger or use the
lookup to select
use KK_Approp only
CFDA from Value:
user can select one value or a range of
values; if selecting a range of values, this is
the beginning value of a range
type CFDA value or use
the lookup to select
leave blank to display all CFDA numbers
for the chartfield criteria selected
CFDA to Value:
if selecting one value - repeat same value
here as in “CFDA from Value” field: if
selecting range of values - this is the
ending value of a range
type CFDA value or use
the lookup to select
leave blank to display all CFDA numbers
for the chartfield criteria selected
Refresh
click button
to display chartfield selection
2
Federal Program Appropriations
Report Request Parameters:
Chartfield Selection
General Notes:


Page allows users to specify chartfield combinations to display on the report
Budget Period must be specified and the “Value” and “To Value” must be the same value
(e.g., 2008 and 2008). If specified, fund value must be a federal fund (e.g., 12060, 12062)
Either CFDA or Department values must be specified
An asterisk * preceding the field name indicates input is required
Go to tips and tricks for additional help in entering chartfield values



Chartfield Selection
In This Field
* Sequence
* Include CF
see screenshots below
Enter
Notes
numeric sequence (1, 2, 3, etc.)
sequence (columns left to right) that
chartfields will appear on the report
select chartfields to be displayed on the
report.
select check box
budget period value must be specified
to subtotal by selected chartfield
Subtotal
select check box
Value
enter chartfield value or use the
lookup to select
only one chartfield can be subtotaled on
each report
3
user can select a specific value or a range
of values
Federal Program Appropriations
if selecting a range of values, this is the
beginning value in the range
enter chartfield value or use the
lookup to select
TO Value
Save
push the save button to save
report parameters
if selecting one value - repeat same value
here as in “Value” field
if selecting a range of values, this is the
ending value in the range
save reports that you want to run on a
regular basis

When you select run, you will
receive a warning: Warning –
Fund entered should be a
Federal Fund



click on the select box for report
leave server name blank
select format – format can be
PDF or CSV (MS Excel)
push the OK button
Run
push the run control button
OK

Chartfield Selection
4
Federal Program Appropriations
Process Scheduler Request (select SQR Report, not CT_SQR_Burst)
Process Monitor screen:
Process Monitor
In This Field
Enter
Notes

to view the processing status
of the report

push the refresh button until
the Run Status is “Success”
and the Distribution Status is
“Posted”

click the Details link

click the View Log/Trace link

click the report name link to
display results
Process Monitor
click the Process Monitor link
Refresh
5
Federal Program Appropriations
Section 3. Example(s) of Report Output
Examples of rows generated for a Federal Program Appropriations report with the suggested
parameters.
Figure 1 – CTGLR122 report in PDF format
Figure 2 – CTGLR122 report in csv. (MS Excel) format (optimized for Excel Analysis)
6
Download