Summary 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.

screen capture:  AMR summary level, cost object view

Report Header

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.

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Report Columns 1 through 4

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.

screen capture:  AMR Summary Level, cost object view

Report Columns 5 through 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)

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Report Buttons for Cost Object View

Button

What it does

Download AMR button

For instructions on downloading reports, see Reporting Fundamentals: Downloading Reports.

scroll left AMR button

Scrolls left 6 columns to the previous part (parts D-A).

scroll right AMR button

Scrolls right 6 columns to the next part (parts A-D).

Change column layout AMR button

Rearranges the columns on the report or hides them.

1. Click on the button.
2. Type over the numbers in the order that you want the columns arranged on the report screen.
3. To omit columns from the report, use the Space bar or Delete key to make the numbers blank.
4. Click the Continue button.

Rerun AMR button

Reruns the report to obtain up-to-date data for the report.

Sort AMR button

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.

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Reading the AMR Summary Level, Cost Element View

Show below is the first half of the AMR, sorted by cost element.

screen capture:  AMR summary level, cost element view

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

Expand all levels

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.

Collapse all levels

Collapses all cost element levels. Click on the button to display the most compressed version of the AMR with the least amount of detail.

Expand one level

Expands one cost element level at a time.

Collapse one level

Collapses one cost element level at a time.

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Report Periods

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 scroll right AMR to advance to the next report period. Click on the left arrow scroll left AMR to go back to the previous report period. The four report periods are shown below.

Part A

Current month or the one you selected

screen capture:  Part A AMR

 

Part B

Beginning of report period to current month

screen capture:  Part B:  AMR

 

Part C

Full report period (beginning to ending months)

screen capture:  Part C:  AMR

 

Part D

Day 1 to report end period (beginning of the cost object to the ending month of the report period)

screen capture:  Part D:  AMR

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Printing the AMR Summary Level

Click the Print button Print button. For further instructions, see Reporting Fundamentals: Printing Reports.

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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.

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