Tidemark Report Finder
Below is an inventory of all reports in the Tidemark Reporting Process along with business use, descriptions, report attributes and screenshot examples. The orientation of each report is described in the row and columns fields. Clicking on the name of the report, opens it up directly in Tidemark.
Reporting process tips:
DRILLING DOWN IN REPORTS (UPDATES COMING SOON)
Use text search field and/or check boxes to find report attributes that fit your needs.
Note: Pluralized attributes indicates multi-selection is enabled on the reports.
Example: "Individual Org" allows only one org selection at a time whereas "Org Codes" allows user to select multiple orgs on the report.
| Name, Business Use & Description | Rows | Chart of Account | Award Type | Time | Scenario | |
|---|---|---|---|---|---|---|
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How can I see my budget or actuals for an Org, PA or PTA? One of the most common reports for viewing the entire Consolidated Budget (Revenues, Transfers, Expenses, Fund Balances) by Award Types. See screenshot |
Object Code P&L Format | Org Codes, PAs, PTAs | Consolidated & Detailed | Years & Months | BB, YER, Actuals | |
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How can I compare Year to Date Actual to prior year and compare Year to Date Budget to Actual? YTD variance report for Consolidated Budget. Shows variances when comparing three years of actuals and previous year budget vs actuals, one award type at a time. Use the explanation cells at the right to enter notes which can be used for your variance narrative. See screenshot |
Object Code P&L Format | Org Codes, PAs, PTAs | Consolidated or Detailed | YTD Year & Month | BB, Actuals | |
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205 Variance by Award Type and Object Code How can I compare Year to Date Actual to prior year and compare Year to Date Budget to Actual for all Award Types at once? YTD variance report for Consolidated Budget. Shows variances when comparing three years of actuals and previous year budget vs actuals, multiple award types at a time. See screenshot |
Object Code P&L Format | Org Codes, PAs, PTAs | Consolidated or Detailed | YTD Year & Month | BB, Actuals | |
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211 Variance for Booked Budget vs Prior Year Scenario How can I compare my current budget to last year's budget? Comparison of Consolidated Booked Budget verses prior year scenarios. Helpful in determining key drivers for year-over-year variance narratives. See screenshot |
Object Code P&L Format | Individual Org Code, PA, PTA | Consolidated or Detailed | Year & Month | BB, YER, Actuals | |
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213 Variance for Booked Budget vs Same Year Scenario How can I compare booked budget to YTD Actuals? Comparison of Consolidated Booked Budget verses same year scenarios. Helpful in determining key drivers for variance narratives between scenarios. See screenshot |
Object Code P&L Format | Individual Org Code, PA, PTA | Consolidated or Detailed | Year & Month | BB, YER, Actuals | |
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215 Variance for Booked Budget (Day Old - Unpooled) ** AOO ** How can I see an unpooled view of variances to Budget Plan? Comparison of Consolidated Booked Budget verses Budget Plan. Used in writing narratives at end of Booked Budget process. See screenshot |
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Object Code P&L Format | Org Codes | Consolidated or Detailed | Year | BP, BB YEP, Actuals |
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221 Progression for Booked Budget Is the budget that I entered reasonable compared to history? Useful for checking reasonability and trends for current Year End Reforecast and future Booked Budget. Progression of two years of actuals, followed by current year budget cycle scenarios. See screenshot |
Object Code P&L Format | Org Codes, PAs, PTAs | Consolidated & Detailed | Year | BB, YER, Actuals | |
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231 Five Year History with Variances How has my budget or actuals trended over 5 years? YTD Comparison of consolidated scenarios over 5 years. Great for a historical look back. See screenshot |
Object Code P&L Format | Org Codes, PAs, PTAs | Consolidated or Detailed | YTD Years & Months | BB, YER, Actuals | |
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241 Final Review for Booked Budget How do I check for reasonableness and trends over time for all scenarios? Shows consolidated budget with comparison to Budget Plan and prior year scenarios. Recommended for Final Review of Budget. See screenshot |
Object Code P&L Format | Org Codes | Consolidated or Detailed | Years | BP, BB, YEP, YER, Actuals | |
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243 Final Review for Booked Budget -PTA Selectable How can I review a single PTA budget for reasonableness? Shows consolidated budget (down to the PTA level) with comparison to prior year scenarios. Recommended for Final Review of Budget, if needed. See screenshot |
Object Code P&L Format | Org Codes, PAs, PTAs | Consolidated or Detailed | Years & Months | BB, YER, Actuals | |
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How can I see a monthly budget for my Org? Shows consolidated scenarios with annual total and monthly detail. Report useful for monthly level data and can be used to validate which months' actuals have been loaded for the current year. See screenshot |
Object Code P&L Format | Org Codes, PAs, PTAs | Consolidated or Detailed | Months | BB, YER, Actuals | |
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201U Con Bud by Award Type Unpooled Org How can I see my budget for an Org, PA or PTA - Unpooled? One of the most common reports for viewing the entire Consolidated Budget (Revenues, Transfers, Expenses, Fund Balances) by Award Types. See screenshot |
Object Code P&L Format | Org Codes, PAs, PTAs | Consolidated & Detailed | Years & Months | BB, YER, Actuals | |
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205U Variance by Award Type and Object Code Unpooled How can I see an Unpooled view of my variances? YTD variance report for Consolidated Budget, unpooled. Shows variances when comparing three years of actuals and previous year budget vs actuals, multiple award types at a time.See screenshot |
Object Code P&L Format | Org Codes, PAs, PTAs | Consolidated or Detailed | YTD Year & Month | BB, YER, Actuals | |
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How can I see all my divisional and departmental budgets in one report? This report is typically used by Budget Officers to see how data is rolled up by Department for a selected Object Code/Category by Award Type. See screenshot |
Detailed Orgs | Org Codes | Consolidated & Detailed | Years & Months | BB, YER, Actuals | |
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How can I see which of my divisions/departments are the key drivers of my variances? Used at year end variance process for comparing year over year actuals and same year budget vs actuals. Rolled up by Department for selected Object Code/Category by Award Type, one award type at a time. See screenshot |
Detailed Orgs | Org Codes | Consolidated or Detailed | YTD Years & Months | BB, Actuals | |
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305 Variance by Award Type and Org Tree How can I see which divisions/departments are the key drivers of my variances? YTD variance report for Consolidated Budget. Shows variances when comparing three years of actuals and previous year budget vs actuals, multiple award types at a time. Rolled up by Department for selected Object Code/Category by Award Type, multiple award types. See screenshot |
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Detailed Orgs | Org Codes | Consolidated or Detailed | YTD Years & Months | BB, Actuals |
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311 Org Tree Variance for Booked Budget vs Prior Year Scenario How can I see which divisions/departments are the key drivers of my variance to prior year? Compares Booked Budget Scenario for selected year to Prior Year selected Scenario with variance amount and percent in columns. Typically used for Year over Year comparison of booked budget. Rolled up by Department for selected Object Code/Category and Award Type. See screenshot |
Detailed Orgs | Org Codes | Consolidated or Detailed | Years & Months | BB, YER, Actuals | |
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313 Org Tree Variance for Booked Budget vs Same Year Scenario How can I see my division/department variance key drivers for the current year? Compares Booked Budget Scenario for selected year to Same Year selected Scenario with variance amount and percent in columns. Typically used for comparison of booked budget to YTD Actuals. Rolled up by Department for selected Object Code/Category and Award Type. See screenshot |
Detailed Orgs | Org Codes | Consolidated or Detailed | Years & Months | BB, YER, Actuals | |
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315 Org Tree Variance - Booked Budget vs Budget Plan How can I see divisional/department key drivers of my variances in budget to plan? Compares Booked Budget Scenario for selected year to Budget Plan with variance amount and percent in columns. Rolled up by Department for selected Object Codes/Categories and Award Types. See screenshot |
Detailed Orgs | Org Codes | Consolidated or Detailed | Years | BP, BB, YEP, Actuals | |
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321 Org Tree Progression for Booked Budget Are the divisional/departmental budgets that I entered reasonable compared to history? A progression of scenarios over time including prior two years of Actuals, prior year Booked Budget and Year End Reforecast, and selected year Booked Budget. Report useful for checking for reasonableness and trends over time. See screenshot |
Detailed Orgs | Org Codes | Consolidated & Detailed | Years & Months | BB, YER, Actuals | |
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331 Org Tree Five Year History How can I see five years history for my divisional budgets or actuals? Four prior years history along with selected year for the selected scenario. Report useful for checking for reasonableness and trends over a greater time period. Rolled up by Department for selected Object Codes/Categories and Award Types. See screenshot |
Detailed Orgs | Org Codes | Consolidated or Detailed | YTD Years & Months | BB, YER, Actuals | |
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How can I see monthly divisional/department budgets? Annual total with monthly detail for selected year. Report useful for monthly level data and can be used to validate which months' actuals have been loaded for the current year. See screenshot |
Detailed Orgs | Org Codes | Consolidated or Detailed | Years & Months | BB, YER, Actuals | |
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361 Org Tree by High Level Object Codes How can I quickly see if all major categories have been budgeted for my divisions? High Level Object codes in columns for Summary P&L format. Report useful to budget officers to see if all categories have been budgeted for each org. See screenshot |
Detailed Orgs | Org Codes | Consolidated or Detailed | Years & Months | BB, YER, Actuals | |
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371 Review Budgetable Org Attribute How can I see which of my departments/division orgs are "budgetable"? Report useful reviewing budgetable org attributes. High level revenues and expenses for prior two years and current year budget and actuals shown for context. See screenshot |
Detailed Orgs | Org Codes | Consolidated or Detailed | Years | BB, Actuals | |
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305U Variance by Award Type, Unpooled Org How can I see division org variances in their original Unpooled rollup? Unpooled YTD variance report for Consolidated Budget. Shows variances when comparing three years of actuals and previous year budget vs actuals, multiple award types at a time. Rolled up by Department for selected Object Code/Category by Award Type, multiple award types. See screenshot |
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Detailed Orgs | Org Codes | Consolidated or Detailed | YTD Year & Month | BB, Actuals |
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401 Con Bud by Org with Children, Award Hierarchy ** AOO ** How can I see my Budget or Actuals rolled up by Award Owning Org down to the Award? P&L view of selected Org/PA/PTA and it's immediate children, rolled up by Award Owning Org. Useful in seeing all the expenses of an award regardless of where the tasks reside. See screenshot |
Object Code P&L Format | Org Codes, PAs, PTAs | Consolidated or Detailed | Years & Months | BB, YER, Actuals | |
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411 Con Bud by Org with Award, PA & PTA ** AOO ** How can I see the budget or actuals for children orgs down to the Award, PA and PTA level? P&L view for a selected child Org/PA/PTA and all it's decendants, rolled up by Award Owning Org. Useful in seeing all the expenses of an award regardless of where the tasks reside. See screenshot |
Object Code P&L Format | Org Codes, PAs, PTAs | Consolidated or Detailed | Years & Months | BB, YER, Actuals | |
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451 Award Detail High Level Object Codes ** AOO ** How can I see high level budget and actuals for all PTAs rolling up to my Awards regardless of their Task Owning Org? High level P&L view for a selected Org/PA/PTA and all it's descendants, rolled up by Award Owning Org. Useful in seeing summary of all the expenses of an award regardless of where the tasks reside. See screenshot |
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Selected Org, Leaf Awards & Descendants | Orgs, Awards, PAs | Consolidated or Detailed | Years & Months | BB, YER, Actuals |
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401U - Con Bud by Org with Children Unpooled Award Hierarchy How can I see Budget or Actuals rolled up by Award Owning Org down to the Unpooled Award? Unpooled P&L view of selected Org/PA/PTA and it's immediate children, rolled up by Award Owning Org. Useful in seeing all the expenses of an award regardless of where the tasks reside. See screenshot |
Object Code P&L Format | Org Codes, PAs, PTAs | Consolidated or Detailed | Years & Months | BB, YER, Actuals | |
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411U Con Bud by Org with Award, PA, & PTA, Unpooled ** AOO ** How can I see the budget or actuals for children orgs down to the Unpooled Award, PA and PTA level? Unpooled P&L view for a selected child Org/PA/PTA and all it's descendants, rolled up by Award Owning Org. Useful in seeing all the expenses of an award regardless of where the tasks reside. See screenshot |
Object Code P&L Format | Org Codes, PAs, PTAs | Consolidated or Detailed | Years & Months | BB, YER, Actuals | |
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501 Object Code Detail by Award Type How can I see just the bottom level codes where data was entered? Lowest level Object Codes by major P&L categories and Award Types for selected Org. Report useful for a quick view of lowest level codes. leaf See screenshot |
Leaf Object Codes P&L Format | Org Codes, PAs, PTAs | Consolidated & Detailed | Years & Months | BB, YER, Actuals | |
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511 PTA Detail and Object Code Detail by Month How can I drill down to lowest level of PTA and Object Codes? Lowest level PTA/PA detail and selected Object Code/Category detail with annual total and monthly detail. Useful as a drill through report from a consolidated view to PTA/Object code detail. leaf See screenshot |
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Leaf PTAs & Leaf Object Codes | Org Codes, PAs, PTAs | Consolidated or Detailed | Years & Months | BB, YER, Actuals |
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515 All PTA Detail and Object Code Detail by Month How can I see the actual PTAs that roll up to Pool PTAs? Lowest level PTA/PA detail and selected Object Code/Category detail with annual total and monthly detail. Useful as a drill through report from a consolidated view to PTA/Object code detail, including detailed PTAs rolling up to their pooled PTA. leaf See screenshot |
Leaf PTAs & Leaf Object Codes | Org Codes, PAs, PTAs | Consolidated or Detailed | Years & Months | BB, YER, Actuals | |
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521 PTA and Object Code Detail by Month How can I drill down on the Object Code but keep the Org constant? Lowest level Object Code detail in rows by Annual Total and Sep through Aug monthly data in columns. leaf See screenshot |
Leaf Object Codes | Org Codes, PAs, PTAs | Consolidated or Detailed | Years & Months | BB, Actuals | |
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531 All PTA Detail and Object Code How can I drill down on the Org to PTA but keep the Object Code constant? Leaf level PTA detail for selected Org and Object Code in rows by Annual Total and Sep through Aug monthly data in columns. Page Edge filter allows for selecting of Org, Year, Rev or Exp Category, Scenario (Booked Budget, Year End Reforecast or YTD Actuals and Award Type. See screenshot |
Orgs, Leaf PTAs | Org Codes, PAs, PTAs | Consolidated or Detailed | Years & Months | BB, YER, Actuals | |
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531U All PTA Detail by Object Code - Unpooled How can I drill down on the Org to Unpooled PTA but keep the Object Code constant? Lowest level PA/PTA detail unpooled in rows by Annual Total and Sep through Aug monthly data in columns. Page Edge filter allows for selecting of Org, Year, Rev or Exp Category, Scenario (Booked Budget, Year End Reforecast or YTD Actuals and Award Type. See screenshot |
PTA, Org, Pooled Parent, Unpooled | Org Codes, PAs, PTAs | Consolidated or Detailed | Years | ||
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541 Object Code Detail by Month How can I see the lowest level Object codes without their parent codes? Lowest level Object Codes by major category (Revenues, Expenses, etc.) in rows by Annual Total and Sep through Aug monthly data in columns for selected Org, Scenario and Year. Page Edge filters allows for selecting of Year, Scenario (Booked Budget, Year End Reforecast, YTD Actuals) and Award Type. leaf See screenshot |
Leaf Object Codes | Org Codes, PAs, PTAs | Consolidated or Detailed | Months | BB, Actuals | |
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551 PTAs by High Level Object Codes How can I see a high level snapshot of all my PTAs without their intermediate parent orgs? Leaf PTAs Task Owning Org in rows with columns for Total Revenues, Transfers, Expenses, InterUnit Appropriations, Surplus/Deficit, Transfers to Other Assets, Net Change, and Fund Balances. Page Edge filters allow selection of Year, Org, Scenarios (Booked Budget, Year End Reforecast or YTD Actuals) and Award Type. See screenshot |
Leaf PTAs | Org Codes, PAs, PTAs | Consolidated or Detailed | Years | ||
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571 Pooled PTA Detail & Object Code Detail Progression How can I see a progression of scenarios for all my PTAs? Leaf PTAs and Leaf Object Codes with annual totals. Progression of two years of actuals, followed by current year budget cycle scenarios. Useful for checking reasonability and trends for current Year End Reforecast and future Booked Budget. See screenshot |
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Leaf PTAs & Leaf Object Codes | Org Codes, PAs, PTAs | Consolidated or Detailed | Years | BB, YER, Actuals, Com |
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601 - Compensation Detail by Month How can I see individual Salaries, Labor Distribution and Salary Expense by PTA for all my people? Position based compensation report by year & month in columns for Booked Budget. Page Edge filters for Org, Position, Paygroup, Job Code, Classification, Year and Object Code. See screenshot |
PTA, TOO, Comp Exp Type, Position, Paygroup, POO | Org Codes, PTAs | NA | Years & Months | BB | |
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603 - Compensation Detail by Month, Including Reserves How can I see Salary Reserves along with individual Salary Expenses for all my people? Position based compensation report by year & month in columns for Booked Budget, including Reserves. Page Edge filters for Org, Position, Paygroup, Job Code, Classification, Year and Object Code. See screenshot |
PTA, TOO, Comp Exp Type, Position, Paygroup, POO, Reserves | Org Codes, PTAs | NA | Years & Months | BB | |
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605 - Compensation Detail by Month |
Questions:
Please contact UBO
Last updated: July 2020
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