Budget Build Reports

Reports can generated for the Districts projected appropriations from the Budget >>> Budget Build tab.  When you are on the tab, you can print out a summary or a detail report for any worksheet by selecting the worksheet and the include detail button.   To generate a report, click on either the PDF or the excel icon.  

In addition, you can print any other combination of accounts by utilizing the search options to limit the accounts. 

Producing the Budget Build Detail Report

When you are on the Homeroom View tab you can utilize the Budget Build Detail report for a PDF report of all the budget build details subtotaled by the BSR Line number.  Simply click on the Budget Build Detail Report button to create the PDF details for all accounts.  

You can also create a Budget Build Detail report for a given account group.  To produce this report, navigate to the Reports tab and search for the Budget Build Detail report.  When you run the report, you can select an account group for the report and all accounts for the selected Account group wil be include din the report.  

Producing the Homeroom View Report

The Homeroom View report will collapse all of the accounts to be included in the NJDOE budget (Funds 10, 20 & 40).  The Budget Build module will utilize the BSR line numbers for the subtotaling of the report.  

We STRONGLY recommend the District review and reconcile the All Accounts worksheet to the NJ view report.  Please keep in mind that the District may have added appropriation accounts after the All Accounts worksheet was created and as such, we also recommend recreating the worksheet when the reconciliation of the Budget Build module to the NJ View report is performed.  

Producing a Position Control Roster.

To produce a position control roster, we recommend that the District create an account group and include all of the Payroll accounts in the account group.  Then, the District can create a Budget Build Detail report for the account group that contains all of the salary accounts. 

The report will combine the salary projection details from the SchoolFi salary projections along with manually entered budget projection details and each BSR line will be subtotaled for reconciling to the NJDOE budget line.