Controlling Area: this field will default to your organisation's controlling area – OCC schools 9020. Fiscal year/period: this field will default to the open reporting period and current fiscal year. Leave as default, or enter the period and year you would like to run the report against. Please note that the open period changes Cost centre hierarchy: this field will default to your organisation's cost centre hierarchy. It should show ‘OCC Management Reporting Hierarchy’. Cost centres or CC group: Your school cost centre(s) or cost centre group(s) will be the default for this field. For all cost centres, type in 9020EDXXXXALL, or for one individual cost centre, type in 9020/EDXXXX_, the last two digits being the cost center code e.g.10, 75 etc. Cost element hierarchy: OCC schools should use the drop down and select ‘OCC Consistent Financial Reporting’. Cost element hierarchy node: a default cost element will be displayed. Click on the drop-down and remove ‘9020 OCCCFR OCC Consistent Financial Reporting’ from the right hand box (click to highlight and select ‘remove’). In the left hand box select ‘revenue’ or ‘capital’ and click on ‘add’ to move it to the right hand box. Click OK. Tip: You can save the criteria you have selected on the variable entry screen as a variant by clicking on ‘save as’, and giving the variant a name in the description box. When saving the variant, leave the fiscal year/period box blank. To select this variant when running the report, you need to select it from the ‘available variants’ box. Click OK to run the report. 3. Budget vs forecast for period The ‘Budget vs forecast for period’ screen will open. Schools should then select ‘alternate layout’. It is recommended that schools use this layout as it displays a set of columns which are specific to school requirements. You can expand or collapse sections of your report by clicking the black arrows until the required level of information is displayed.
5. Drill down to wage type details You can down from the report summary to view the wage type details. This provides additional detail as to the type of payment made, allowing budget managers to monitor staff payments within their area/service. To do this, the right hand mouse button over the amount you would like to drill down on in any of the following columns: Basic salary Additional payments Overtime National Insurance Pension Click the right mouse button, and then select ‘Goto’ followed by ‘staffing actual costs wage type details’. The ‘staffing actual wage type details’ screen will open detailing the wage types that make up the payment. You can add additional fields (Free characteristics) to your report. To do this, see the ‘add fields to your report’ step above. Example of staffing actual costs wage type details drill down: Basic pay Car allowance 6. Go back (one screen) When you have carried out more than one action, you can go back one navigation step at a time. Do not use the back button on your internet browser. mouse click anywhere on your report to display a drop down menu, select ‘back’, then either: Back one navigation step - to go back one step, or Back to Start - to return to the original (default) view of your report. Alternatively, you can the tabs at the top of the screen to go back.