Budgets and Costs Breakdown Report
This report enables you to see the profitability of events your enterprise runs. The information is split in two for each event; the total cost and the total revenue.
You can see the cost and revenue information for an individual event, or you can see the information for a group of events. If you want to group events you can do so by the following:
You can choose to see either summary or more detailed information. Detailed information includes the following:
- the resources used for each event
- the resource booking statuses
- student names (internal and external)
Excluding Different Currencies
You should not include different currency values for resources used or for students charged in the report. If you do, you see several asterisks (****) in the Total Cost or Total Revenue information. Use the Resource Booking Currency and Delegate Booking Currency fields to include bookings and enrollments of that currency in the report.
You run this report in the Submit Requests window.
To run the Budget and Costs Breakdown report:
1. Select the report name in the Name field.
2. Enter the Parameters field to open the Parameters window.
3. Select one of the following values to produce the report:
- Activity Type (if you select an activity type you do not need to select an event title--Oracle Training Administration lists all events for the activity).
- Activity Version (if you select an activity version you do not need to select an event title--Oracle Training Administration lists all events for the activity version).
Leave these field blank if you want to see all activities, events and programs in the report.
4. Select the status of any finance headers transferred to your accounting application, if required. For example, if you want to see all finance headers that are waiting to be transferred, enter Awaiting Transfer. Leave this field blank if you want to see finance headers of all statuses in the report.
5. Select the status of resource bookings you want to include in the report, for example, all Planned resource bookings. Leave this field blank if you want to see resource bookings of all statuses in the report.
6. Select the currency to include student (delegate) bookings of that currency in the report.
7. Select the currency to include resource bookings of that currency in the report.
8. Select Yes to include summary only information in the report in the Summary Display Mode field, or select No to include detailed information.
9. Enter start and end dates to include events within that range in the report.
10. Select Yes to include all student enrollments for which payment has been made in the report, or select No to include student enrollments that have not been paid.
11. Enter the standard price of the events you want to include in the report, if required. The report lists all events with standard amounts up to and including the price you enter. Leave this field blank if you want to see all prices included in the report.
12. Choose the Submit button.
