Account Level F and Expense Subtotals Now Available in the Organization Report

Based on input from the MyReports Advisory Group, the Organization Report has been enhanced to allow for the display of subtotal records in expenses. A new checkbox filter “Show Expense Subtotals” has been added to the Report Specific Filters section. Selecting this filter will generate and display subtotals for payroll (account nodes 5000B, 5040B, and 5080B) and non-payroll expenses. An additional enhancement has been made to allow users to select Level F in the Change Account Level report specific filter and in the on-screen HTML report view.

The new expense subtotal functionality may be implemented in additional reports.  Watch for updates on this effort in future editions of the Controller's Office Newsletter.

The Organization Report (job aid) is located on the Management Reports tab and enables users to review Actual Revenues, Expenses, and Other Changes against the Plan or Forecast. Users may need to clear their browser’s cache in order to take advantage of the enhancement.

If you have questions about this new filter or the Organization Report, contact the Controller's Office Solution Center.