The Standard Reports interface provides the ability to create several pre-formatted, standard reports that can be generated in PDF, Excel, or Microsoft Word format. This interface can be accessed by selecting the Reports module and clicking the "Standard Reports" option in the resulting picklist.
Standard Report Types
The Standard Report types offered in the application are:
- Annual Listing of Projects
- Authorized Projects
- Comprehensive TIP
- District Schedule Sheets
- End of Year Analysis
- Fiscal Constraint Analysis
- Limitation Account Balances
- Obligation Transactions by Modification
- Obligation to Date
- Program Target Analysis
- Programmed Amount Detail
- Programmed Amount Summary
- Project Financial Plan
- Project Funding Summary
- Project Obligations
- Project Schedule to Date
- Project Summary Report
- Project Comment Summary
- Revision Summary
- Statewide Budget Balancing
- Tabular Funding Outlay
Generating a Standard Report
To generate a Standard Report, the user can follow these general steps:
- Select a TIP in the TIP Selection picklist on the Main Menu.
- Click on the Reports module.
- Select "Standard Reports" in the picklist.
- Click a report type to run in the list (left side).
- Enter data into the available required (*) and optional filters (right side).
- Select the export button (
) an output type: PDF, XLSX or DOCX.
To view step-by-step instructions for generating specific Standard Reports, navigate to the desired report type in this section of the Help Guide.
Note: When the report is exported as a PDF, its output will be in standard paper size (8.5 x 11 inch page) on most browsers. However, Microsoft Edge may show different dimensions (14.67 x 11.33 inch page). This is a known discrepancy, and it does not affect reporting.
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