TWU Budget Manager's Detail (BMD) Report

Access the 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 More, then select Add to Favorites
15. Select Fund Class, Fund Source, Department, Account, Function, Project, and Budget Period.
    • Click Search, and enter search criteria to find values
16. Click Apply. Report will be run and downloaded to the default Downloads folder when completed.
17. Open the report in Downloads folder to see information on type, transaction, description, budget, encumbrances, expenses and chart string.

Please note: To quickly access the report in the future, add it to your Favorites. This saves time and makes it easier to find later.

Schedule a BMD Report and run it automatically

1. Go to the Budget Manager’s Detail Report
2. Click More
3. Click Schedule
4. On the General tab, select Account Parameters - Fund Class, Fund Source, Department, Account, Function, Project, and Budget Period
5. Click the Output tab, and choose Email as Destination Type
6. Click Add destination
7. Enter the recipient’s email address in the To field (you may also enter email addresses in the Cc field if needed)
8. Click the Schedule tab, and select Frequency (it’s recommended not to run it hourly or daily)
9. Enter Start Date/Time and End Date/Time 
10. Click the Notification tab
11. Check the “Notify By” email box, and enter email address for notifications
12. Select/deselect When you want to be notified (e.g. Report completed, Report completed with warnings, Report failed, Report skipped)
13. Click Submit. A Submit dialog box will appear. 
14. Next to Report Job Name, enter a custom name for your report. 
15. Click OK. You will receive an email notification when the report is run and complete.

Please note: It's recommended to schedule and run the report during off-peak hours - such as evenings, early morning, or weekends - to avoid system slowdowns. Depending on the chart string(s) used, the report may take some time to generate. Running it during low-traffic periods can help improve performance.

Edit/Delete a Scheduled BMD Report

1. Navigate to oraclecloud.twu.edu.
2. Click the Company Single Sign-On button.
3. Log in using your @twu.edu email address and password.
4. Verify your login using Google 2-Step Verification on your mobile device.
5. Click Home.
6. Click Tools.
7. Click Reports and Analytics.
8. Click Browse Catalog.
9. Click Home
10. Under Jobs, click Report Jobs

• To edit the report: 

1. Click the pencil icon under Edit column
2. Make changes as needed
3. Click Submit to update the report with changes
4. or Submit As New to schedule a new report

• To delete the report:

1. Select the box next to the report (the report will be highlighted)
2. Click the X icon to delete the report. 
3. A dialog box will appear asking, Are you sure you want to delete the select report job entry? Click Ok to confirm