Account Type Report

The Account Type Report lists budget, actual, encumbrance, & available totals by account for the selected account type as well as report totals.

The report is reached by selecting Reports > General Ledger > Account Type Report and can be created as a PDF or Excel file.

The report contains the following information:

Fields included on the report are: account type, account code & description, budget, actuals, encumbrances, and available amounts.

Report filters are:

• Cycle

• Fund — select one or all

• Begin & end dates

• Account types — select from Asset, Liability, Expenditure, Revenue, Other Financing Uses, Other Financing Sources, and Fund Balance/Retained Earnings

Sample report

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