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