Reports - Discoverer Budget Reports

Distribution

UVA UBO Budget Developer

UVA Budget Developer

Related Procedures

Ownership

The Director of the Budget is responsible for ensuring that this document is necessary, that it reflects actual practice, and that it supports University policy.

Discoverer
B ® Start
Connect to Discoverer

The following information outlines steps for running three budget reports:

BU_WEB Target Development Report
BU_WEB Budget Development Report
BU_WEB Budget Detail Report

How do I log on to Discoverer Plus?
Launch Discoverer Plus from the Integrated System web page and enter the following:

Username: your computing id
Password: your Integrated System password
Database: pre-filled with “iods”; user needs to change to “production”
Responsibility: pre-filled with “UVA ODS Specialist”; user needs to change to “UVA Budget Developer”
Click Go

1. Select the Discoverer Report (BU_WEB Budget Development Report, BU_WEB Target Development Report, or BU_WEB Budget Detail Report).

2. Select “Open”

Selecting the BU_WEB Budget Development Report will bring up the following parameters to choose from.

3. Click “OK”

This will run the report for the first tab. You can click on other tabs in the report, key in new parameters specific to the tab, and view the resulting data. The three tabs available within this report are:

GL and GA Budget Comparison
GA Budget by MBU and Dept
GL Budget by MBU and Org

Selecting the BU_WEB Target Development Report will bring up the following parameters to choose from.

4. Click “OK”

This will run the report for the first tab. You can click on other tabs in the report, key in new parameters specific to the tab, and view the resulting data. The four tabs available within this report are:

MBU Target by Award Number
MBU Target by Installment Type
MBU Target by Executive Level
Installment Modifications for State, Local, EI, DI, FI

Selecting the BU_WEB Budget Detail Report will bring up the following parameters to choose from.

5. Click “OK”

This will run the report for the first tab. You can click on other tabs in the report, key in new parameters specific to the tab, and view the resulting data. The five tabs available within this report are:

MBU Summary
MBU Dept Summary
MBU Dept Detail
MBU Program Summary