How to Run the UCSD Expanded Budget Summary (EBS) Report


Overview


Critical Concepts


Steps to Take


How to Access and Review the UCSD Expanded Budget Summary (EBS) Report

1. Go to bah.ucsd.edu

2. Select the Budget & Finance tab, click on the Budget and Financial Management Reports Panorama

3. Select Run report on the pop-up menu, and log into Oracle via UCSD Single Sign-On

4. Under Oracle BI Managerial Reports, select Expanded Budget Summary, and select Click here to run the Expanded Budget Summary report in blue hyperlink

5. Enter Fiscal Year, can either type the Year as YYYY or select from the list in the dropdown field

6. Enter Fund

a. In the Fund dropdown field, select All, a single Fund, or multiple Funds by selecting from the list of Funds displayed 

b. To Search for a Fund, click in the dropdown box, unselect All, click Search

c. In Search dialog box, if searching by Name, change Name field from Starts with to Contains

d. Once the Fund is found, select it, then click the > icon to move it to the Selected portion of the screen and then click OK at the bottom



7. Enter Financial Unit

a. In the Financial Unit dropdown field, select All, a single Financial Unit, or multiple Financial Units  by selecting from the list of Financial Units  displayed 

b. To Search for a Financial Unit, click in the dropdown box, unselect All, click Search

c. In Search dialog box, if searching by Name, change Name field from Starts with to Contains

d. Once the Financial Unit is found, select it, then click the > icon to move it to the Selected portion of the screen and then click OK at the bottom


8. Enter Function

a. In the Function dropdown field, select All, a single Function, or multiple Functions by selecting from the list of Functions  displayed 

b. To Search for a Function, click in the dropdown box, unselect All, click Search

c. In Search dialog box, if searching by Name, change Name field from Starts with to Contains

d. Once the Function is found, select it, then click the > icon to move it to the Selected portion of the screen and then click OK at the bottom


9. Enter Start Period, either enter the Period directly in the format Mmm-YY, e.g. Aug-21 or click in the dropdown box and select the Period

10. Enter End Period, either enter the Period directly in the format Mmm-YY, e.g. Aug-21 or click in the dropdown box and select the Period

11. Once all prompt fields are entered, click Apply



12. EBS Report will display

13. To export to PDF or Excel, click on the View Report icon at the far right of the page and select desired output, PDF or Excel



If you still have questions or need additional assistance, please submit a ticket