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