Springbrook Analytics

Springbrook Analytics Report Library

 

The Springbrook Report Library (accessed under the Explore tab of your Springbrook Analytics site) contains a standard set of template workbooks designed to meet the most common needs of an organization. All report views in the folder include a variety of filters that allow you to customize how the data is displayed.

 

You may notice reports in the Report Library that are not included in the list below. Those are individual views that are included in the standard reports. For example, in the FA Standard Report Library folder, you can see the FA PieChart view that is not included in the list below. This view is actually part of the Fixed Assets (DB) report that is included in the list below.

 

As more Springbrook Analytics templates are created, they will be added to the Report Library folder and this topic will be updated accordingly.

 

Accounts Payable  

  • AP Summary

    • Displays information about Checks by Month, Aging of Unpaid Invoices, and Disbursement by Fund

  • Unpaid Invoices with Aging

    • Displays Unpaid Invoices by Vendor and the Aging of those unpaid balances

  • AP Check Disbursements

    • Displays Detailed Check information

  • Check by Year and Batch

    • Displays Detailed Check information by Batch

 

Accounts Receivable  

  • AR Transactions Report

    • Displays an overview of AR transactions with an Aging, Receivables by Tran Date, and Receivables by Description

  • AR Report Details

    • Displays specifics of individual transactions by Tran Date

  • AR Transactions

    • Displays transaction information by Month for All transaction types and by specific transaction types

  • AR Transactions Details

    • Displays information for each transaction down to the fee code

  • AR Listing

    • Displays information by AR Account

  • AR Outstanding Invoices

    • Displays invoices that still have a Balance grouped by Month and Year

 

Building Permits  

  • Project Report

    • Displays Permits by Permit Type

  • Inspection Report

    • Displays number of inspections by the Scheduled inspector, and Inspections by Step Type

  • Permit Report by Class

    • Displays project information by permit type

  • Permit Report by Fee

    • Displays totals by Fee Code

  • Building Approvals Report

    • Displays information by Inspection Step

 

Bank Reconciliation  

  • BR Details

    • Displays information by Bank Account and Deposits/Cleared information

  • BR Details List

    • Displays transaction information

  • Deposit Report

    • Displays total deposits by Bank Account and deposit details by selected accounts

 

Clearing House  

  • CH List

    • Displays information by GL Account

 

Cash Receipts  

  • CR Report Details

    • Displays Receipt information by Receipt Date

  • CR Receipts with Funds

    • Displays Receipt information by Receipt Date with GL Account details

  • CR Receipts Cash Flow

    • Displays Pay Method information by Receipt Date

 

Extended Budgeting  

  • EB Header and Activity

    • Allows for viewing EB Entries by Department, Year, and Revision

 

Fixed Assets  

  • Fixed Assets (DB)

    • Displays information by Dept Code

  • Fixed Assets -Details (DB)

    • Displays information by Purchase Date

 

General Ledger  

  • NOTE: There are two GL Standard Reporting Library workbooks. If your agency uses a uniform chart of accounts, use the workbook that includes "(Uniform ONLY)" in the title. All other agencies should use the standard workbook.

  • Fiscal Summary

    • Displays revenue and expense information for Fund (acct 1) and Department (acct 2)

  • Revenue/Expense by Year

    • Displays Revenue vs Expense

  • Revenue/Expense by Fiscal Year

    • Displays Revenue vs Expense like the above but allows for filtering by Period

  • Revenue/Expense Detail

    • Displays Revenue/Expense information grouped by Fund (Acct 1) and Dept (Acct 2)

  • Budget Summary

    • Displays budget information by GL Acct Type

  • Budget Summary by Fiscal Year

    • Displays up to 4 years of Budget information side by side

  • Budget Detail

    • Displays Budget vs Actual grouped by GL Acct Type, Fund (Acct 1) and Dept (Acct 2)

  • Trial Balance Summary by Account

    • Displays data by GL Account with one row per Fiscal Year selected and one column per Fiscal Period

 

Licenses and Permits  

  • New Business Report

    • Displays Licenses as of an Application Date

  • Fee Code Details

    • Displays fee codes by transaction date

 

Payroll  

  • Hours by Work Period

    • Displays hours worked grouped by the work period the hours worked are assigned to. Provides information to review hours worked by pay code to determine if employee overtime was properly paid. Can be filtered by check dates and/or department.

  • FLSA OT Calculation

    • Displays the actual calculations the FLSA Overtime uses to calculate the hourly rate for the FLSA pay codes. Calculations display the same information shown on the Computer Check Timecard for FLSA OT pay in report form. Can limit by Check Date and Pay Code.

 

Project Management  

  • PM List

    • Displays graphs of projects and tasks

  • PM List Details

    • Displays information by Project Code

  • PM Vendor List

    • Displays vendors associated with Projects

 

Purchase Orders  

  • PO (DB)

    • Displays graphs of POs by Vendor and proposed/requested totals

  • PO Details

    • Displays Vendors and how many POs are associated with them

 

System Setup  

  • Customer List

    • Displays customer information along with a count of customers based on filters

  • Lot List

    • Displays lot information along with a count of lots based on filters

 

Utility Billing  

  • AR Totals by Cycle

    • Displays UB Billing totals by Billing Cycle for selected Batch Year and Month

  • Accounts by Service

    • Displays Accounts filtered by Billing Cycle, Service Number, Service Rate, and Connect date

  • Meter Reading

    • Displays Meter information by Status, Route, Reading Year, and Reading Period

  • Account Master

    • Displays Accounts by Billing Cycle, Account Status, and Connect Date