Ledger Trend Reports Now Available in OBI

Does your department have the need to monitor trends in your general ledger balances over time? If the answer is yes, then there are two new reports in OBI that should make this kind of analysis much easier.

Trend reports are now available on a year-by-year and a month-to-month basis. The year-by-year report will show you fiscal year-to-date ledger balances over a three year period (based on the Fiscal Year/Accounting Period information you enter). The month-by-month ledger will show you monthly ledger balances through the Accounting Period entered for either the current or prior Fiscal Years.

These reports should prove useful for budgeting, ledger reconciliations, and management oversight. To access them log in to OBI and click on the Trend Ledger Report link under the Financial Reports drop-down menu. There are separate tabs within this report for the two different types of trend ledgers.

Questions or comments about the new reports should be directed to Judd Enfinger at jenfinge@admin.fsu.edu or 645-2436.