How to Run the OTPS Budget Overview Query

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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:
7. Budget Period: current fiscal year in four-digit format (e.g., 2015)
   Business Unit: YRK01
   Enter Department: five-digit CUNYfirst department code 
   
8. Click "View Results."
9. The query may be run in the preferred format by clicking "Excel" or "HTML."