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Self-Service Application Guide for Oracle Billing Insight > Managing Costs and Budgets (Business Edition Only) >

Use Case: Viewing the Group Budget Report (Business Edition Only)

This use case lets a Business Edition admin or manager view the Group Budget report, which contains a bar chart showing budget amounts against actual charges incurred over a particular budget period or frequency for each group below the current selected hierarchy position. Report details also show the amount within, over, or under budget. You can optionally generate this report using a batch request.

A Group is defined as the folder that is directly under the current hierarchy position and has at least one or more account nodes under it or under its sub-folders.

Main Path for Viewing the Group Budget Report

The main path occurs when a user clicks Group Budget Report on the Dashboard Overview page

Alternate Paths for Viewing the Group Budget Report

An alternate paths occurs when a user clicks Analytics, Billing or Business, and then Group Budget Report to display the Group Budget Report page.

Group Budget Report Page Elements

Table 65 describes the elements of this page.

Table 65. Group Budget Report Page Elements
Page Element
Description

Page Title

Group Budget Report

Prompt Module

This module displays the following elements:

  • Tabs:
    • Report
      Tab target: Displays the Group Budget Report page.
    • Batch Request
      Tab target: Displays the Create Batch Report page. For details, see Create a Batch Report Page Elements.
  • Text and drop-down list: Budget Frequency List
  • Text and drop-down list: Budget Period List
  • Button: Submit
    Action: Displays the selected report.
  • Download and printer-friendly elements

Report Chart Module

This module displays the following element:

  • Graphical bar chart with color key: Shows dollars spent and dollars budgeted for each group and indicates whether the amount is within budget. A red bar indicates that the value is greater than the standard deviation.

Report Details Module

This module displays the following elements:

  • Module title text and data: Report Details: Group Budget (Number Item(s))
  • Column titles:
    • Text and sorting link: Group Name
    • Text, data, and sorting link: Current Period Charges (Currency)
    • Text, data, and sorting link: Current Period Budget (Currency)
    • Text, data, and sorting link: Amount Within (Currency)
    • Text, data, and sorting link: Amount Over (Currency)
    • Text, data, and sorting link: Amount Under (Currency)
  • Column content:
    • Data: Service number
    • Data: Current period charges
    • Data: Current period budget
    • Data: Amount within
    • Data: Amount over
    • Data: Amount under

Report Details Module, continued
  • Content of the total row:
    • Text: Total
    • Data: Total current period charges for the report
    • Data: Total current period budget for the report
    • Data: Total amount within for the report
    • Data: Total amount over for the report
    • Data: Total amount under for the report
    
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