VP for FinanceSummary Level
Reports
24
Column Account Managers Report (AMR)
Summary
Level
Contents
Reading the AMR Summary Level,
Cost Object View
Reading
the AMR Summary Level, Cost Element View
Report Periods
Printing
the AMR Summary Level
Drilling down to the Budget and Transaction Listing Level
Reading the AMR Summary Level, Cost Object View
The data on the Account Managers Report can be displayed either by cost object or by cost element. The cost object view displays revenues and expenses broken down by cost object. The cost element view displays revenues and expenses for all cost objects summarized by cost element. Use the last button on the right to switch between cost object and cost element views. The button allows you to select the opposite view of the one you are looking at.
Shown below is the first half of the AMR report sorted by cost object, columns 1 through 4.
Shows the report run date, company, title, report period, current month, cost objects, cost element group, and cost elements if selected, included in the report.
| 1) | Activity / Function Lists the cost objects, if data is available, for each cost element |
| 2) | Budget Numbers for the budget version that you selected. You can drill down to the Budget Listing. |
| 3) | Actual Revenue + Expenses - Any item posted to the account in the selected month. You can drill down to individual transactions. |
| 4) | Variance 1 The net amount of Budget minus Actuals |
Shown below is the second half of the AMR report with cols. 5-7.
| 5) | Commit All POs, manual reservations, requisitions, and salary for the column period. Overhead is calculated and included in the commitment amounts. For non-LDS users, the budget salary items are copied over to the commitments. You can drill down to the individual transactions. |
| 6) | Actual + Commitment Actuals plus Commitments. You can drill down to the individual transactions. |
| 7) | Variance 2 Budget minus (Actuals plus Commitments) |
Report Buttons for Cost Object View
Button |
What it does |
|
For instructions on downloading reports, see Reporting Fundamentals: Downloading Reports. |
|
Scrolls left 6 columns to the previous part (parts D-A). |
|
Scrolls right 6 columns to the next part (parts A-D). |
|
Rearranges the columns on the report or hides them. 1. Click on the button. |
 |
Reruns the report to obtain up-to-date data for the report. |
 |
Sorts data by cost object or by cost element. Click to switch between the two. Sorting by cost object displays one cost object for each cost element subgroup. |
Reading the AMR Summary Level, Cost Element View
Show below is the first half of the AMR, sorted by cost element.
The report header and report columns are the same as on the Cost Object view, but there are four additional report buttons on the Cost Element view. which are described below.
Report Buttons for Cost Element View
Button |
What it does |
|
Expands all cost element levels. Click on the button to display the most detailed view of the cost element group, showing a breakdown of transactions by cost elements. |
|
Collapses all cost element levels. Click on the button to display the most compressed version of the AMR with the least amount of detail. |
|
Expands one cost element level at a time. |
|
Collapses one cost element level at a time. |
There are four report periods (6 columns
in each one) corresponding to Parts A - D you can select in
the Options entry screen. If you only selected the first part,
Part A, then only Part A will appear on your report. Click
on the right arrow 
to advance to the next report period. Click on the left arrow 
to go back to the previous report period. The four report
periods are shown below.
| Part A | Current month or the one you selected |
|
|
Part B |
Beginning of report period to current month |
|
|
Part C |
Full report period (beginning to ending months) |
|
|
Part D |
Day 1 to report end period (beginning of the cost object to the ending month of the report period) |
 |
|
Printing the AMR Summary Level
Click the Print button 
.
For further instructions, see Reporting
Fundamentals: Printing Reports.
Drilling down to the Budget and Transaction Listing Level
You can see more detailed transaction information on each expense from the Summary level. For more information, see Account Managers Report: Detail and Budget Listing Levels.
