Cirrus BR> Reports> Board Audit

Board Audit Report

 

Summary

 

The Board Audit Report displays a listing of disbursements totaled by department and fund. The report includes disbursements from the PR and AP module, but not checks created in the Bank Reconciliation module (BR> Utilities> Enter Checks).

 

The Board Audit Report displays the offset account to cash entry, not the cash side entry.

 

Related Links

 

Click here for information on the Cirrus Jobs Viewer page.

 

Step by Step

 

1     Open the Board Audit Report (BR> Reports> Board Audit).

 

2     Configure the report. 

 

  • Select the funds you would like to include on the report in the Funds field. You can also click the toggle next to the field title to select/deselect all the displayed funds.
  • The Start Date and End Date fields are used to filter the disbursements that display on the report by check date.
  • Select the checks you would like to include on the report in the System drop-down menu.
    • Select All to include Payroll and Accounts Payable module checks on the report.
  • Check the Include Payroll checks toggle if you would like to include Payroll module checks on the report. This toggle will only be enabled if Accounts Payable is selected in the System drop-down menu.
  • Check the Page break by department toggle if each department should be broken out onto a separate page.

 

3     Print the report. 

 

  • Once the required report settings have been specified, click the Print button to print your report.
  • Click the options arrow on the right side of the Print button to see other print options.
    • Select PDF to print the report in the default Springbrook PDF format.
    • Select Excel to export the report data to an Excel spreadsheet as unformatted data.
    • Select Excel (Formatted) to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
    • Once a print option is selected, that option will automatically be selected the next time you access the report. For example, if you select Excel from the drop-down menu, the next time you access the report the Excel button will be displayed by default.
  • Click the Schedule icon next to the Print button in order to schedule the report to generate at a later date and time.
    • Enter a Date and Time to generate the report and click SUBMIT.
  • Users can also regenerate a report with the same configuration as a prior report via the report history section. This can help improve efficiency when an identical report is frequently generated.
    • Once a report has been generated, the date and time it was generated will display in the report history accessed via the Expand Arrow button on the right side of the window.
    • Expand the report history and click on a previous report record to automatically populate the report criteria with the criteria specified on the previously generated report. This section will display the last three times the report was generated.