The document provides a step-by-step guide on how to navigate and access the Year to Date (YTD) Budget Report in an enterprise ERP system. Users are instructed to search using their department code and can filter results by selecting active accounts. It also explains how to define report options and access different formats for the report, such as PDF or Excel.

1. Enterprise ERP
Year To Date (YTD) Budget Report

2. Navigating to YTD
Budget Report
From Tyler Menu, click on the
following:
 Financials
 General Ledger Menu
 Inquiries and Reports
 YTD Budget Report

3. Completing your
search
 Click search (magnify glass)
 Put in your 6-digit department code
in Org. If you do not know your code,
hit the 3 dots to search for your
department code.
 Click Accept
*Helpful Tip to narrow your search
Before clicking Accept, click Account Status and choose Active.
This will bring up active accounts only.

4. Navigating to Report Options
Click on Report Options at
the top right of your
screen

5. Defining Report
Options
Here you will choose the options to be
displayed in the report.
Under Year/Period, choose the FY you are
wanting to view. It is best practice to use
period 13 to encompass all financials for that
FY unless you are searching for financials up
to a specific date/period.
Upon choosing your options, click accept and
then click back, this will take you to the
previous screen.

6. Accessing the Report
From this screen, click on the format of your
choice. Choose from PDF, Excel, or Word. The most
commonly used are PDF and Excel. You can then save
or print your report.