Internet Native Banner Budget Queries and Reports

Internet Native Banner (INB) allows those with Finance budget query privileges the capability to view FOAPAL information and operational balances by query or reporting functions. Features include:

• Standard Reporting Options
• Varied Queries by FOAP or Rule Class
• Drill Down to Document Capabilities
• Form Prints and Saves (html, text)
• Extractions to Excel
• Cash balances

Budget Training will assist with Banner Report generations and views in both INB and SSB. Please view the Training Calendar for classes or take advantage of Open Lab opportunities.

Open this link in a new Window (Right Click) to view a PowerPoint presentation on report generation from Banner (Move from slide to slide by Mouse click ). The most common Banner INB reports are listed on the table below and are FGRBDSC, FGRPDTA, AND FGROPNE.

Click here to learn about parts of a Banner Form and how to view information on FGIBDST, FGIBDSR, and FGITBAL

The table below hilites the most commonly used form or report names used for budget managment purposes. The following forms are taught in the class Banner Budget Queries and Reports.

INB Form Query or Report	Form or Report Name	When to Use	Drill Down capabilities from the Menu Bar	Restrictions
FGIBDST Form View	Organization Budget Status View	To determine equipment, operating, or Personnel balances; view FOAPAL transactions by accumulated or individual transactions; view past or current FY balances and transactions.	Selecting Options from the Menu Bar allows drill down to FGITRND for document views, queries by rule code or month, and data extraction to Excel.	This form will not show Cash Balances- Use FGITBAL. Operating balances must be obtained by individual 71 and 72 queries. High level Organization codes cannot be queried, use FGIBDSR.
FGIBDSR form View	Executive Summary	For high level queries on Fund Organization, or Account Elements.	Selecting Item from the Menu Bar allows for drill down to individual transaction and document level.	Toolbar use of Options not available for Drill down- Use Items Options instead.
FGITBAL Form View	General Ledger Trial Balance	Specifically used for Funds that carry balances from one year to the next. (Funds starts with a 2, 6, or 8). The form represents the amount of money brought forward the the previous fiscal year, total expenses, revenue, and Fund balance.	Selecting Options from the Menu bar allows view of individual transactions down to document view.
FGRPDTA Report	Program Detail Report	Standard Banner report for detailed transactions sorted by Account code for a specific time period. Can run by Fund, Org, Account, or Program. Can run report from month to month for monthly expenditure totals. The report can be saved as html.	No Drill down capabilities. Must run report to end of month for accurate totals.	Cannot run report by Activity Code or by FOAP exclusion for range purposes.
FGRBDSC Report	Budget Status Report	Standard Banner report for viewing expenses sorted by Account totals for a specific time period. Can run by Fund, Org, Account, or Program. The report can be saved as html.	No Drill down capabilities. Must run report to end of month for accurate totals.	Cannot run report by Activity Code, or by FOAP exclusion for range purposes. Must run report by beginning of fiscal year.
FGRoPNE report	Open Encumbrance Report	Standard Banner Report for viewing open Purchase Orders. Can view original and remaining balance per Purchase Order.	Reports run to Database for screen view or report printing option. Sorting capabilities by Document (Purchase Order) or Fund.	There are no date ranges for the report, must be viewed in 'real time' only.