TWU Budget Manager's Detail (BMD) Report

To access the TWU Budget Manager’s Detail Report:

  1. Navigate to oraclecloud.twu.edu
  2. Click the Company Single SignOn button.
  3. Use your @twu.edu email and password to log on.
  4. Verify on your mobile device with Google 2-Step.
  5. Click Home
  6. Click Tools
  7. Click Reports and Analytics
  8. Click Browse Catalog
  9. Click Shared Folders chevron
  10. Click Custom
  11. Click Reports
  12. Click Administrative Management 
  13. Click TWU Budget Manager’s Detail Report
  14. Under Budget Manager’s Detail Report, click Open
  15. Click Favorites at the upper right and select Add to Favorites
  16. Select Fund Class, Fund Source, Department, Account, Function, Project, and Budget Period.
    1. Click Search, and enter search criteria to find values
  17. Click Apply
  18. Report will be run and downloaded to the default Downloads folder when completed.
  19. Open the report in Downloads folder to see information on type, transaction, description, budget, encumbrances, expenses and chart string.

To schedule a BMD report and run it automatically:

  1. Go to the Report
  2. Click More
  3. Click Schedule
  4. Click General tab, and select Account Parameters - Fund Class, Fund Source, Department, Account, Function, Project, and Budget Period
  5. Under Output tab, choose Email as Destination Type
  6. Click Add destination
  7. Enter email in to area (you can cc other people)
  8. Click Schedule tab, select Frequency (recommend not to run it hourly, daily)
  9. Enter Start and End date and time
  10. Click Notification tab
  11. Check “Notify By” email, and enter email address
  12. Select when you want to be notified
  13. Click Submit
  14. You will receive an email notification when the report is run and complete.
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