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BAIRS
2: Customer Report
The Customer Report was designed to provide a monthly statement to Principal
Investigators, Directors, Program Managers, etc. of the balances and transactions
in their grants, programs or other activities.
There are several things which are unique about the Customer Report because
of the audience for which it was designed, including:
- Payroll
Detail
| Unlike the Standard or Expanded Detail
Reports, the Customer Report displays payroll transactions by employee.
Therefore, only users who have been authorized to view this level
of detail will be able to subscribe to and run the Customer Report.
(If you need to update your BAIRS access, submit a form.)
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- A Summary
Section and a Detail Section
| The summary section of the Customer Report
was designed to provide a quick understanding of balance and recent
activity. The detail section was designed to complement the summary
section, providing the transactions which make up the recent activity.
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The summary sections are available in 3 versions: 9
columns, 7 columns and 6 columns. We are providing a key
to the 9 column summary section which explains what each of the columns
represents. |
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The 7 column summary does not have the Prior Budget
or Current Activity (for budget) columns. The 6 column also does not
have the Prior Actuals column. Different customer groups wanted to
see different levels of information on the summary section, and we
encourage departments to come to consensus and use one consistently. |
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Probably the most important thing to understand about
the columns is that "current activity" corresponds to the
month(s) selected when the report was run. This was designed to be
a monthly report, so "customers" could tie one month's report
to the next: July's "Total Actuals" would be August's "Prior
Actuals," for example. |
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There is NO difference in the detail sections between
the 9 column, 7 column or 6 column version. The only difference in
the versions is the summary section. |
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The detail section does NOT contain balances - it only
displays the transactions for the "current" period (as defined
by the month(s) selected when the report was run). For balances, use
the summary section. |
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To switch between the summary and detail sections, use
the blue back arrow in the upper right corner to return to the Sort
Selection dashboard. You do not need to run the report again. |
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- Account
Categories
| BFS accounts are more summarized on the
Customer Report than other BAIRS reports. Categories important for
grant management are kept distinct (such as Domestic Travel, Foreign
Travel, Equipment, etc.), but other account categories are grouped
together into "Supplies and Expenses". To see a list of
which standard BUDSUM accounts are grouped into which categories for
the Customer Report, click here. |
- "Department
Description"
| AP/PO users have the ability to enter a
short description for a transaction which will appear on the Customer
Report alongside the vendor name. This allows the "customer"
to identify that a travel reimbursement was for a particular conference
or field trip, or to distinguish one Fisher Scientific purchase ("staining
jars") from another ("lab coat and conical tubes").
If you are unfamiliar with this field and would like to begin using
it, we have provided screenshots
of the AP/PO panels and where the field is located on each panel.
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