Budget Explorer: Summary Reports

Estimated time required to complete this prerequisite: 15 minutes.

Helpful documents to have handy:

2010-11 Form 01 – General Fund Statement of Revenues, Expenditures, and Changes in Fund Balance (Combined, Unrestricted, and Restricted).

  1. Move your mouse pointer onto the Navigation Tree (on the left side of the screen).
  2. Click on Combined Resource Summary.
  3. Verify that the totals (revenue, expenditure, and ending fund balance) displayed on the screen match the totals reflected on your Combined Form 01. Any totals that do not match should be highlighted on your printed Form 01 for review during the training session.
  4. Move your mouse pointer onto the Navigation Tree.
  5. Click on Unrestricted Resource Summary.
  6. Verify that the totals displayed on the screen match the totals reflected on your Unrestricted Form 01. Any totals that do not match should be hightlighted on your printed form 01 for review during the training session.
  7. Move your mouse pointer onto the Navigation Tree.
  8. Click on Restricted Resource Summary.
  9. Verify that the totals displayed on the screen match the totals reflected on your Restricted Form 01. Any totals that do not match should be highlighted on your printed form 01 for review during the training session.