| Report Name | Description | Purpose |
| RIT– DEPT STATEMENT (USE FOR ALL RIT DEPARTMENTS WHEN PROJECT = 00000) | Current fiscal YTD & PTD Permanent & Working Budget, Encumbrance and Actual totals for revenue and expense categories in RIT operating accounts (project = 00000). | To give department managers a high-level view of their current YTD RIT operating account expenditures as compared to their Permanent & Working budget at a given point in time. |
| CAPITAL EQUIPMENT STATEMENT (USE FOR ALL DEPARTMENTS WHEN PROJECT = 84200 or 84370) | YTD & PTD Encumbrance and Actual totals for Capital Equipment Accounts. | To give department managers a high-level view of their Capital Equipment account expenditures at a given point in time. |
| RIT PLANT FUND CAPTAL- PROJ (USE FOR ALL DEPTS WHEN PROJECT = 82000 – 83999 & 85000 – 89999 | PTD, YTD & PJTD (project-to-date), Actual totals for revenue and expense categories in Capital projects. | To give department managers a high-level view of only their department’s Capital project expenditures, not to be used with Physical Plant departments. |
| SPA GRANTS STATEMENT (USE FOR ALL DEPARTMENTS WHEN PROJECT = 30000-39999) | PJTD & PTD Budget, Encumbrance and Actual totals for Grant/Contract projects. | To give Principal Investigators a high-level view of their grant/contract expenditures as compared to their budget at a given point in time. |
| OTHER PROJECTS STATEMENT (USE FOR ALL DEPARTMENTS WHEN PROJECT = 10000-79999, EXCLUDING 30000-59999) | YTD & PTD Budget, Encumbrance, and Actual totals for Special Projects, Designated Funds, Gifts, and Endowment Earnings projects. | To give department managers a high-level view of their Special Projects, Designated Funds, Gifts and Endowment Earnings projects at a given point in time. |
| NTID – DEPT STMT (USE FOR DEPARTMENTS 40000-49999, WHEN PROJECT 02000 > 03099) | FY 2XXX YTD & PTD Budget, Encumbrance, and Actual totals for Revenue and Expense categories in NTID Operating accounts. | To give NTID department managers a high-level view of their current YTD operating expenditures as compared to their budget at a given point in time. |
| IT– AUX STMT (USE FOR ALL DEPARTMENTS 20000-29999 WHEN PROJECT = 00000) | Current fiscal YTD & PTD Permanent & Working Budget, Encumbrance, and Actual totals for revenue and expense categories for Auxiliary Departments. Benefits and ITS charges are not broken out separately. | To give department managers a high-level view of their current YTD Auxiliary account expenditures as compared to their Permanent & Working budget at a given point in time. |
| AGENCY PROJECT STATMENT (USE FOR ALL DEPARTMENTS WHEN PROJECT = 90000-99999) | YTD & PTD Budget, Encumbrance, and Actual totals for Agency Fund projects. | To give department managers a high-level view of their Agency Fund project expenditures |
| HIERARCHICAL REPORT (USE FOR ALL RIT DEPARTMENTS WHEN PROJECT = 00000) | YTD Budget and Actual totals by revenue and expenses for RIT operating accounts by college or division. | To give Deans and Division heads a high-level view of their RIT operating revenue and expense categories for departments reporting in their college or division. |