Summary
Users with access to Budgeting Cloud can export their budget information to Excel for reporting purposes. This guide contains instructions on exporting information from Budgeting Cloud.
Audience
This article is intended for employees designated as Budget Submitters for their respective areas.
Platform
Budgeting Cloud
Contents
- Overview
- Exporting from Budget Entry Forms
- Budget Draft Comparison
- Budget Comparison to Prior Year
Overview
The procedures below are used to export budget data after you have entered it in Budgeting Cloud. If you have not already, please see the guide on Budget Entry in Budgeting Cloud for instructions on signing in and completing your budget information.
These reports are optional and for your own use. The Budget Team will be sending reports to approvers of each budget draft.
Users do not need to submit any items for approval purposes.
Exporting from Budget Entry Forms
This is the recommended method of exporting, as the resulting spreadsheet contains the same information seen on the 01 and 02 Fund budget entry forms.
To export a budget entry form to a spreadsheet:
1. From the Budgeting Cloud home screen, click the Ithaca tile near the top of the screen, then click the 01 Fund - NSOP, 01 Fund - Student Wages, 01 Fund - Revenue, or 02 Fund - All Subcodes tile to open the budget entry form.
2. Click the (Gear) icon in the top right corner of the screen, then click Clear Selections.
3. Click the highlighted segments on the left side of the screen and select the values for Fund, Function, Entity (Department), and Project for the sheet you would like to export.
4. In the top right corner of the screen, click the Actions button, then click Spreadsheet Export in the dropdown menu. The exported spreadsheet will appear in your browser's downloads folder.
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Fig. 1.1 Budget entry form for 01 Funds - Gear icon located in top right corner of screen, account segments on left
Fig. 1.2 Example Spreadsheet - Data shown in spreadsheet is the same as the budget entry form
Budget Draft Comparison
The Budget Draft Comparison Report is used for comparing the current budget draft to prior drafts for the upcoming fiscal year that have been exported by the Budget team for review and approval.
To run the Budget Draft Comparison Report:
1. From the Budgeting Cloud home screen, click the Ithaca tile near the top of the screen, then click the Budget Draft Comparison tile.
2. Click the (Gear) icon in the top right corner of the screen, then click Clear Selections.
3. Click the highlighted segments on the left side of the screen and select the values for Fund, Function, Entity (Department), and Project for the accounts you would like to include in the report. Click the Save button in the top right corner to save your selections.
4. Data will populate at the bottom of the screen. If you want to export to an Excel spreadsheet, click the Actions button in the top right corner of the screen, then click Spreadsheet Export in the dropdown menu. The exported spreadsheet will appear in your browser's downloads folder.
Fig 2 Example Report - Rows separated by Subcode and Usercode, columns show dollar amounts from different budget drafts with comments on the right
Budget Comparison to Prior Year
The Budget Comparison to Prior Year Report is used for comparing the current budget draft for the upcoming fiscal year to the approved budget for the previous fiscal year.
To run the Budget Comparison to Prior Year Report:
1. From the Budgeting Cloud home screen, click the Ithaca tile near the top of the screen, then click the Comparison to Prior Year tile.
2. Click the (Gear) icon in the top right corner of the screen, then click Clear Selections.
3. Click the highlighted segments on the left side of the screen and select the values for Fund, Function, Entity (Department), and Project for the accounts you would like to include in the report. Click the Save button in the top right corner to save your selections.
4. Data will populate at the bottom of the screen. If you want to export to an Excel spreadsheet, click the Actions button in the top right corner of the screen, then click Spreadsheet Export in the dropdown menu. The exported spreadsheet will appear in your browser's downloads folder.
Fig 3 Example Report - Rows separated by Subcode and Usercode, columns show dollar amounts from current budget draft and prior year approved budget with comments on the right