The Banner budget report FWRAVAL provides a summary of the adopted / adjusted budget, year-to-date amount spent, amount available, and percent (%) of budget spent over a given fiscal period. The FWRAVAL report can be generated for a single Fund, Organization Code, and Program number, or you can generate 'Rollup' reports for multiple Funds/Orgns/Programs.

 


  1. From the Banner Main Menu screen, type FWRAVAL, then press Enter.
  2. Click the Go button.
  3. Click the Next Section icon to get to the Parameter Values section.

(Exception: if you are working with Alt. Queue Codes, click Next Section , fill in your code, then click Next Section again.)



4. In the 'Parameter Values' section, type in the following parameter values:


ParameterWhat to Put Options / Examples
01 Fiscal YearEnter the current fiscal year. Example: 18
(for the fiscal year 7/1/17 -- 6/30/18)
02 Fiscal PeriodEnter the two-digit fiscal period.1

Note: Fiscal periods are cumulative.
See examples at right for details.

01 = July
02 = July and August
03 = July, August, and September
...etc.

12 = all budget activity for the year, so far
13 = June 30th adjustments included
14 = year-end accruals
03 Fund CodeEnter the fund code associated with your budget.

(A partial Fund Code can be specified to get a summary of several funds.) 2

 


Example: 1000 for the General Fund

 

04 Organization CodeEnter the Org. Code associated with your budget.

(A partial Org. Code can be specified to get a summary of an entire Division's budget.)

Examples:
A40903 for the Sylvania Economics Department

A4 for a summary of all Sylvania Org.'s overseen by the SY Dean of Instruction

05 Program CodeEnter the Program Code associated with your department's Org. Code (if desired).

(You can leave this field blank if you do not wish to narrow your budget report down to one program code.)

Example: 21 for Program 21 budgets
06 Print Second Level Detail? 

Leave the default "Y" to get more budget detail, or change to "N" to print Rollup totals.

 

Example: Y


  5. Click the Next Section  icon.

  6. Click the Save button to save and finalize your work.

     For help saving report parameters for next time, refer to: Saving Your Report Parameters.

  7. Open Report Viewer and view your report.

     For help with printing/viewing a Banner report from Report Viewer, refer to: Viewing/Printing a Banner Report



Notes:


1 Fiscal Year / Period Comparisons: When comparing the current Fiscal Year with the previous Fiscal Year, use the previous month's Fiscal Period for both Fiscal Years. For example, if you are running a report on November 15th, use Fiscal Period (04) for October for both the current and previous fiscal years.

2 Fund Code Alternative: You can also generate a Rollup or Summary report using a partial Fund number; for example, "410" or "32".