FINQUERY Repository Reports

Year over Year Comparison

This report is actually comprised of two separate queries (Current Period and Comparison Period), linked by the Balances COA_Account segment. The queries are each represented separately on the appropriately named tabs, and, once linked, the combined results are presented on the Combined tab. Data in this report can be verified using BEN Financials online account inquiry, or comparing to BEN Financials 10X or 15X reports.

Current Period query

• Result Objects:

  BALANCES: Accounting Period, COA ORG, COA Fund, COA Object, COA Program COA CREF, COA Account, SUM Oper Budget FY Total, SUM Actual FYTD, SUM Actual Month

  OBJECT CODES: Object Desc

  CENTER REF CODES: Center Ref Desc

• Conditions:

  BALANCES:
  

  
          Accounting Period = prompt : ('Enter current period (MMM-YY):')
  
  
          COA Org = prompt : ('Enter ORG:')
  
  
          COA Fund = prompt : ('Enter Fund:')
  
         
  
  

Comparison Period query

• Result Objects:

  BALANCES: COA Account, COA Org, COA Fund, COA Object, COA Program, COA CREF, SUM Actual Month, SUM Actual FYTD

• Conditions:

  BALANCES:
  

  
          Accounting Period = prompt : ('Enter comparison period (MMM-YY):')
  
  
          COA Org = prompt : ('Enter ORG:')
  
  
          COA Fund = prompt : ('Enter Fund:')
  
         
  
  

Report Variables

• Actual FYTD Variance =(<SUM Actual Fytd (BAL) (Comparison Period)> - <SUM Actual Fytd (BAL)(Current Period)>)
• Actual Month Variance =( <SUM Actual Month (BAL) (Comparison Period)> - <SUM Actual Month (BAL)(Current Period)>)
• Title =UserResponse("Current Period", "Enter current period (MMM-YY):") &" vs. "&UserResponse("Comparison Period", "Enter comparison period (MMM-YY):" )&" for ORG "&UserResponse ("Current Period" , "Enter ORG:")&", Fund "&UserResponse ("Current Period" , "Enter Fund:")

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