How to Run the OTPS Budget Overview Query

Please note that Mozilla Firefox is the recommended browser for using CUNYfirst.

This query shows available balances, pre-encumbrances, encumbrances, expenditures and starting balances of the department or program's OTPS budget accounts. 

  1. Log in to CUNYfirst.
  2. Navigate to Financials Supply Chain > Reporting Tools > Query > Query Viewer. 
  3. Enter "CU_BUD_OVR_ALLEXP_DEPT_SR" in the "Begins With" field and click "Search."
  4. Locate the OTPS Budget Overview query in the search results. Favorite this query for future use by clicking "Favorite."
  5. Please note: Popup blockers must be disabled to properly view query results.
  6. On the next screen, enter the following information:
    1. Budget Period: current fiscal year in four-digit format (e.g., 2015)
    2. Business Unit: YRK01
    3. Enter Department: five-digit CUNYfirst department code 
  7. Click "View Results."
  8. The query may be run in the preferred format by clicking "Excel" or "HTML."