Consolidated Budget Status Reports

Web-Based replacement for paper-based "Consolidated Budget Status Report" (CBSR)

Overview

The report will be available on demand - no more waiting for paper reports to be distributed through campus mail. This report supersedes the following mainframe paper-based reports:
  • AM28619-220 (CBSR BY COLLEGE AND DEPARTMENT)
  • AM28619-221 (CBSR BY GRANTING AGENCY)
  • AM28619-222 (CBSR OF GIFTS AND PRIVATE GRANTS BY COLLEGE AND DEPARTMENT)
  • AM28225-212A (CBSR BY PARENT GRANT)
  • AM28225-212B (CBSR BY PARENT GRANT AND MAILBOX#)

Timeline

The last paper CBSR report was printed and mailed in December 2010. The online report is available now.

Using the Report

Choosing Report Parameters

This report has several parameter menus the user must select to execute the report. 
First choose if you'd like to report by OrgCode or by Parent Grant/Budget.
Report by OrgCode
  • First, choose a reporting period and calendar year. 
  • Choose an Org Dean Code, and then use the Org Major, Org Dept and Org Subdivison menus to further subselect the organization structure in which you are interested.
  • Select the appropriate Budget Types, Classes, and Statuses.
  • Choose to include/exclude Encumbrances and Expired Salary Allocations.
  • Finally, choose a Group By parameter to select how the results in your report will be grouped.
  • Select the View Report button to display your report.
Report by Parent Grant/Budget
  • First, choose a reporting period and calendar year.
  • Enter the Budget Number of the Parent Grant or Budget in which you are interested.
  • Choose to include/exclude Encumbrances and Expired Salary Allocations.
  • Finally, choose a Group By parameter to select how the results in your report will be grouped.
  • Select the View Report button to display your report.

Data Export

To export data directly into Excel in raw form without the extraneous formatting associated with the standard Excel export option, choose “XML file with Report Data” from the export menu. The file will open directly in Excel.

Getting Access

Access to the report has been previously provisioned to most recipients of the old paper report. Additional users can request access here: http://www.washington.edu/uwit/im/ds/mailto/access.html

Go to the Report 


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