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Table of Contents

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titleReports Overview

Unit4 has a number of resources available for reporting out to Budget Holders that include detailed transaction listings, employee vacation balances, and a complete organizational chart to identify cost centres, projects, and work orders:

  • Budget Analysis Report
=
  • : synopsis of cost centre activity with the ability to see individual work order transactions compared to budget
  • Work Order Transaction Detail
= detailed
  • : detailed review of all transactions relating to a single work order
  • My Employees Vacation Balance History
=
  • : detailed review by employee of vacation balances and activity by pay period
  • My Requisition Approval History
=
  • : review of purchase approvals
  • Modeler
=
  • : complete org structure, defining the department work orders and work order managers
  • Employments by Dean/Director
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  • : overview of employments according to cost centre so a Dean/Director can see the department/school's employees

When will I receive training on the new reports in Unit4?

What reports are available to me and what information do they include?

When will I receive training on the new budget process?

I don't remember my work orders - how do I see the work order numbers for all of my schools/departments?

How do I see all of my direct reports’ employees?

I approved a purchase in the system, but I don't see it. How do I know what I approved?


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