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Example of a Personnel Budget Report for Public Sector Organizations

What is a Personnel Budget Report?

Employee Compensation Budget Reports are considered human capital planning analysis tools and are used by Budget Officers, HR and Financial Managers to get a clear overview of the total payroll expenses and employees included in the budget. Some of the main functionality in this type of report is that it shows all the employees, planned hires with final budget figures. It is parameter driven and the user can run it with full security for any budget version. The columns include: Job title by department, fund, employee name, FTEs, Current salary, Merit/Bonus amount, Overtime, FICA, Medicare, Retirement funding, Life insurance, Health insurance, Dental benefits, and Total compensation. You find an example of this type of report below.

Purpose of Personnel Budget Reports with Employees and FTE details

Public Sector organizations use Personnel Budget Reports to enable managers with a complete picture of the budget for employees with FTE headcount and compensation expenses by department. When used as part of good business practices in Planning, HR and Accounting departments, a government entity can improve its budget accuracy and HR planning, and it can reduce the chances that there are undetected issues or errors in the personnel budget.

Example of a Personnel Budget Reports with Employees and FTE detail

Here is an example of a Personnel Budget Report with employee metrics by person and department.

Example of a Personnel Budget Report for Public Sector Organizations

Example of a Personnel Budget Report for Public Sector Organizations

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: CFOs, HR managers, budget officers and department heads.

Other Reports Often Used in Conjunction with Personnel Budget Reports

Progressive Planning, HR and Accounting departments sometimes use several different Personnel Budget Reports along with employee budget input forms, capex budget models, line item detail for revenues and expenses, budget dashboards, annual budget report packages, financial dashboards, human capital dashboards and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from independent payroll systems as well as enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Grants Funding Sources and Uses Report for Public Sector and Nonprofit Organizations

What is a Grants Funding Sources and Uses Report?

Grants Sources and Uses Reports are considered grant analysis tools and are used by Financial Officers and Grant Managers to monitor annual allocation and other key metrics. Some of the main functionality in this type of report is that it is dynamic and users can run it with parameters such as Organization (entity) and Period/Year. Columns in the report has useful information including: Program, Funding Source, Use of Funds, Annual Allocation, Program spend, Prior Year amounts, Total, Anticipated amount available (remainder), Description of use. You find an example of this type of report below.

Purpose of Grants Funding Sources and Uses Reports

Public Sector and nonprofit entities use Grants Funding Sources and Uses Reports to easily get a clear summary picture of each grant with essential metrics. When used as part of good business practices in Accounting and FP&A departments, an  organization can improve its grant strategies and investment planning for various programs, and it can reduce the chances that funding for initiatives runs into problems due to lack of visibility into expected grant KPIs.

Example of a Grants Funding Sources and Uses Report

Here is an example of a Grants Funding Sources and Uses Report with annual allocation, program spend and anticipated remaining balance.

Example of a Grants Funding Sources and Uses Report for Public Sector and Nonprofit Organizations

Example of a Grants Funding Sources and Uses Report for Public Sector and Nonprofit Organizations

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: CFOs, controllers, grant managers, program managers.

Other Reports Often Used in Conjunction with Grants Funding Sources and Uses Reports

Progressive Accounting and FP&A departments sometimes use several different Grants Funding Sources and Uses Reports, along with detailed grants reports, grant budgets, grants dashboards, financial statements, program and initiative reports and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Grants Budget Summary Report for Public Sector and Nonprofit Organizations

What is a Grants Budget Summary Report?

Grants Budget Reports are considered grant management tools and are used by CFOs and Grant Managers to monitor budgets versus current actual expenditures and remaining balances. Some of the main functionality in this type of report is that it is parameter driven and the user can run it for any department, function, program and month. The report will then display all applicable grants with award date, grant amount, actual expenditures period to date, remaining balance and grant expiration date. Each grant is listed down the rows and a total at the bottom. You find an example of this type of report below.

Purpose of Grant Budget Summary Reports

Public Sector organizations use Grant Budget Summary Reports to have real-time, self-service monitoring of grants and available balances. When used as part of good business practices in Accounting and FP&A departments, a government entity can improve its grant strategies and investment planning for various programs and it can reduce the chances that funding for initiatives runs into problems due to lack of visibility into expected grant balances and KPIs.

Example of a Grant Budget Summary with Remaining Balances Report

Here is an example of a Grants Budget Summary Report with funding amounts, expenditures to date and remaining balances.

Example of a Grants Budget Summary Report for Public Sector and Nonprofit Organizations

Example of a Grants Budget Summary Report for Public Sector and Nonprofit Organizations

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: CFOs, controllers, grant managers, program managers.

Other Reports Often Used in Conjunction with Grant Budget Summary Reports

Progressive Accounting and FP&A departments sometimes use several different Grant Budget Summary Reports, along with detailed grants reports, grant budgets, grant dashboards, financial statements, program and initiative reports and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Grants Funding Report for Public Sector and Nonprofit Organizations

What is a Grants Funding Report for Public Sector and Nonprofit Organizations?

Grant Funding Reports are considered grant analysis tools and are used by CFOs and Grant Managers to review expected funding across multiple years. Some of the main functionality in this type of report is that it is parameter driven and based on the year entered by the user it will display data for the next six years (or any user-definable range of years). The columns show Department/Division, Grant Source, Annual figures and Total Anticipated Revenue. You find an example of this type of report below.

Purpose of Grant Funding Reports

Public Sector and nonprofit organizations use Grant Funding Reports to enable clear insight into all expected revenue from grants in future years. When used as part of good business practices in Accounting and FP&A departments, an organization can improve its grant strategies and investment planning for various programs, and it can reduce the chances that funding for initiatives runs into problems due to lack of visibility into expected grant revenues.

Example of a Grant Funding Report

Here is an example of a Multi-Year Grants Funding Report with annual figures across six years.

Example of a Grants Funding Report for Public Sector and Nonprofit Organizations

Example of a Grants Funding Report for Public Sector and Nonprofit Organizations

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: CFOs, controllers, accountants, grant managers, program managers.

Other Reports Often Used in Conjunction with Grant Funding Reports

Progressive Accounting and FP&A departments sometimes use several different Grant Funding Reports, along with detailed grant reports, grant budgets, grant dashboards, financial statements, program and initiative reports and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from grant management systems and enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a KPI Benchmark Report for Public Sector Organizations

What is a KPI Benchmark Report?

KPI Benchmark Reports and Dashboards are considered strategic decision-support tools and are used by Executives and Planners to analyze how their institution is performing compared to other similar public sector organizations. Some of the main functionality in this type of comparative report is that it can include any type of benchmark metric for any number of years. In the example below there are four benchmark KPIs: 1) Annual trend in property rates compared to the benchmark average, 2) Current year property rate compared to selected other governments, 3) Per capita income to debt annual trend compared to the benchmark average, and 4) Per capita income to debt compared to selected governments. Any other publicly available information can be used as KPIs in this benchmark report. You find an example of this type of comparative report below.

Purpose of KPI Benchmark Reports

Public Sector organizations use KPI Benchmark Reports to assist leaders in aligning strategic goals with comparative government organizations. When used as part of good business practices in Planning and Executive departments, a government entity can improve its accuracy when setting budget targets and multi-year goals, and it can reduce the chances that time and investments are wasted on initiatives to achieve unrealistic or under-stated goals.

Example of a KPI Benchmark Report

Here is an example of a KPI Benchmark Report with examples of metrics compared to other state and local government organizations and averages.

Example of a KPI Benchmark Report for Public Sector Organizations

Example of a KPI Benchmark Report for Public Sector Organizations

You can find hundreds of additional examples here

Who Uses This Type of Comparative report?

The typical users of this type of comparative report are: Executives, strategic planners, budget officers.

Other Reports Often Used in Conjunction with KPI Benchmark Reports

Progressive Planning and Executive departments sometimes use several different KPI Benchmark Reports, along with strategic plans, financial budget dashboards, strategic plans, annual budgets, government KPI dashboards and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a CAFR Statement of Net Position for State and Local Governments

What is a CAFR Statement of Net Position Reports?

Statement of Net Position Reports are considered a standard component of Comprehensive Annual Financial Reports (CAFR) and are used by Financial Managers and Accounting teams to present the difference between the entity’s assets plus deferred outflows of resources and its liabilities, plus deferred inflows of resources that represents its net position. Some of the main functionality in this type of annual report component is that it is parameter driven and has full formatting capabilities. It has three main components: 1) Net investment in capital assets, 2) Restricted net position, and 3) Unrestricted net position. In the screenshot shown below, the columns are set up with two main sections of the government entity: 1) Primary government and 2) Component units. You find an example of this type of report below.

Purpose of Statement of Net Position Reports

Public Sector organizations use Statement of Net Position Reports as a standard template in their CAFR. When used as part of good business practices in Accounting departments, a government entity can improve its accuracy of producing the CAFR and reduce labor effort and cost, and it can reduce the chances that mistakes happen by eliminating manually created reports.

Example of a Statement of Net Position Report

Here is an example of a Statement of Net Position. It is always one of many individual reports within a CAFR package.

Example of a CAFR Statement of Net Position for State and Local Governments

Example of a CAFR Statement of Net Position for State and Local Governments

You can find hundreds of additional examples here

Who Uses This Type of Annual report?

The typical users of this type of annual report are: CFOs, controllers, accountants.

Other Reports Often Used in Conjunction with Statement of Net Position Reports

Progressive Accounting departments sometimes use several different Statement of Net Position Reports, along with basic financial statements, notes to basic financial statements, required supplementary information, statistical tables and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Fund Budget Comparison Report for Public Sector Organizations

What is a Fund Budget Comparison Report?

Budget Reports with fund comparisons are considered budget review and analysis tools and are used by Financial Managers and Budget Officers to explore approved fund budgets. Some of the main functionality in this type of budget report is that it dynamically displays revenue and expense accounts (object codes) with sub-totals and it lists all selected funds across the columns with a consolidated total. Each column lists the budget for a specific fund. The report can be run for any budget version and set of funds. You find an example of this type of budget report below.

Purpose of Budget Reports with Funds Listed Side-by-Side

Public Sector organizations use Budget Reports with Funds Listed Side-by-Side to easily compare budgets across funds and analyze interesting differences. When used as part of good business practices in Planning and Accounting departments, a government entity can improve its budget accuracy as well as review consolidated totals, and it can reduce the chances that there are undetected issues or errors in individual fund budgets.

Example of a Budget Reports with Funds Listed Side-by-Side

Here is an example of a Fund Budget Report with revenue and expenditures as well as consolidated budgets across all funds.

Example of a Fund Budget Comparison Report for Public Sector Organizations

Example of a Fund Budget Comparison Report for Public Sector Organizations

You can find hundreds of additional examples here

Who Uses This Type of Budget report?

The typical users of this type of budget report are: CFOs, budget officers, controllers.

Other Reports Often Used in Conjunction with Budget Reports with Funds Listed Side-by-Side

Progressive Planning and Accounting departments sometimes use several different Budget Reports with Funds Listed Side-by-Side, along with employee budgets, capex budgets, line item detail for revenues and expenses, financial budget dashboards, annual budget report packages and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Revenue and Expenditure Budget Report by Fund for Public Sector Organizations

What is a Revenue and Expenditure Budget Report by Fund for Public Sector Organizations?

Revenue and Expense Budget Reports are considered budget review and analysis tools and are used by Financial Managers and Budget Officers to explore approved fund budgets. Some of the main functionality in this type of budget report is that it dynamically displays revenue and expense accounts (object codes) with sub-totals and it can be run for one or many funds at the same time. The columns typically include: 1) Last year’s actual results, 2) Current year adopted budget, and 3) Next year’s requested budget. The report can also include variances and adjusted/approved budgets. You find an example of this type of budget report below.

Purpose of Revenue and Expense Budget Reports by Fund

Public Sector organizations use Revenue and Expense Budget Reports by Fund to provide a clear understanding of how the budget proposed by departments differs from prior year actual and budgets. When used as part of good business practices in Planning and Accounting departments, a government entity can improve its budget accuracy, and it can reduce the chances that the budget process is slowed down due to unrealistic budget requests.

Example of a Revenue and Expense Budget Reports by Fund

Here is an example of a Revenue and Expense Fund Budget Report with graphical variance analysis and actual to budget comparisons.

Government – Fund by Cost Center

You can find hundreds of additional examples here

Who Uses This Type of Budget report?

The typical users of this type of budget report are: CFOs, budget officers, controllers.

Other Reports Often Used in Conjunction with Revenue and Expense Budget Reports by Fund

Progressive Planning and Accounting departments sometimes use several different Revenue and Expense Budget Reports by Fund, along with employee budgets, capex budgets, line item detail for revenues and expenses, financial budget dashboards, annual budget report packages and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of an Expenditure by Fund Budget Report for Public Sector Organizations

What is a Expenditure by Fund Budget Report?

Expenditure by Fund Budget Reports are considered budget approval and analysis tools and are used by Executives and Budget Managers to review approved expense budgets by fund. Some of the main functionality in this type of report is that it shows historical results as well as the iterations of the current budget. Information include: 1) Prior year actual expenses by fund, 2) Prior year approved budget, 3) Prior year revised budget, 4) Requested budget, 5) Recommended budget, 6) Adopted budget, 7) Variances in amounts and percent. The rows groups and sub-totals expenses by account (object code) and fund. The traffic lights help highlight significant amounts. You find an example of this type of report below.

Purpose of Expenditure by Fund Budget Reports

Public Sector organizations use Expenditure by Fund Budget Reports to give leaders a clear picture of how they arrived at the adopted budget. When used as part of good business practices in Planning and Executive departments, a government entity can improve its strategic decisions and expense allocations, and it can reduce the chances that managers lack ownership and oversight into fund budgets.

Example of a Expenditure by Fund Budget Report

Here is an example of an Expenditures by Fund Report with account-level detail by fund as well as detailed budget versions.

Example of an Expenditure by Fund Budget Report for Public Sector Organizations

Example of an Expenditure by Fund Budget Report for Public Sector Organizations

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Executives, strategic planners, budget officers, controllers.

Other Reports Often Used in Conjunction with Expenditure by Fund Budget Reports

Progressive Planning and Executive departments sometimes use several different Expenditure by Fund Budget Reports, along with financial budget dashboards, strategic plans, annual budgets, financial statements, government KPI dashboards and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples