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Welcome to the SSDT shared reports library.

Contains USAS template reports created and shared by other users which can be downloaded and used in your local application.

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Account-Based Reports

Title (downloadable rpd-json file)ExampleDescription
Budget Expenditures by Month.rpd-jsonClick Here

Sorts by full account code and monthly expenditures. Lists a budgets expenditures for each month in the calendar year

Budget Summary by Approp.rpd-jsonClick HereSubtotal by Appropriation Account. Option to exclude accounts with all zero amounts.
Budget Summary by First Number of Object.rpd-jsonClick HereSubtotal by Object first digit. Ex. All 100s, 200s, 300s, etc. Can be used with Account Filter. Option to exclude accounts with all zero amounts.
Budget Summary by Fund, Function, Object with Fund Choice.rpd-jsonClick HereSubtotal by Cash Account, first 2 digits of function, first digit of object. The parameters allow for multiple funds rather than wildcard fund option.
Budget Summary Report by Fund .rpd-jsonClick HereSubtotal by Fund. Option to exclude accounts with all zero amounts.
Budget Summary by Fund-SCC - Exclude Zeros.rpd-jsonClick HereSubtotal by Fund-SCC. Similar to standard Budget Summary.Option to exclude accounts with all zero amounts.
Budget Summary by Object.rpd-jsonClick HereSubtotal by Object.Option to exclude accounts with all zero amounts. 
Budget Summary by OPU and Approp Description.rpd-jsonClick Here

Lists an OPU code followed by an appropriation account description then sorted by ascending full account codes

Budget Summary by OPU and Fund-SCC.rpd-jsonClick HereSorted by OPU then Fund-SCC then sorted by ascending full account codes.
Budget Summary with YTD Expenditures.rpd-jsonClick HereSorts by ascending full account codes. Replaces MTD expenditures with YTD expenditures
Cash Summary - Exclude Zeros.rpd-jsonClick HereCash Summary Report - FINSUMM. Excludes accounts with zero in all columns.
APPOBJSEL.rpd-jsonClick HereAppropriation Report Categorized by Object Code. Created to match Classic Report APPOBJSEL Excludes Transfers and Advances
Appropriation Summary by Fund.rpd-jsonClick HereAppropriation Report by Fund - Excludes accounts with all zero amounts,  Excludes Transfers and Advances
Appropriation Summary by Function.rpd-jsonClick HereAppropriation Summary Report - APPSUM. Subtotal by Function. Exclude accounts with all zero amounts and excludes transfers and advances
Appropriation Summary by Obj.rpd-jsonClick HereAppropriation Summary Report - Subtotal by Object. Exclude accounts with zero amounts and excludes advances and transfers
Appropriation Summary.rpd-jsonClick HereAppropriation Summary Report - Exclude accounts with zero amounts and Excludes Transfers and Advances
Appropriation Summary by Fund and Object Code Subtotal Only.rpd-jsonClick HereAppropriation Summary Report - Sorts by fund code then object code. Lists subtotals only for each object code. May want to check the "summary report" option to show just fund/object
Revenue Summary - Exclude Zeros.rpd-jsonClick HereRevenue Summary Report - Written to exclude accounts with zero amounts for all columns. District runs instead of SSDT Revenue Summary to prevent seeing all the extra accounts with no activity.


Budgeting Reports

Title (downloadable rpd-json file)ExampleDescription
BWC Report.rpd-jsonClick HereFiscal & Year to Date Expenditure amounts report, for general fund salary accounts only, sorted and totaled by function. Same as - BWCRPT Classic Report. Treasurer uses the totals to put into a spreadsheet to calculate the BWC payment. This report is built so you can use it for various funds and objects even though typically you would use 1% object. We have placed this report here as it could be used for budgeting purposes as well as in the Periodic reports area
FYTD Cash Appropriated vs Cash Spent.rpd-jsonClick HereLists cash accounts with their Fiscal Year to Date expendable, expended, encumbrance, and unencumbered balance













Transaction-Based Reports

Title (downloadable rdp-json file)ExampleDescription
Open PO Report with Full Account Code .rpd-jsonClick HereThe report has parameters that allow for multiple funds with use of comma separated rather than fund choice with wildcard option
PO Detail by Date.rpd-jsonClick HerePurchase order detail report sorted by ascending date. Lists purchase order's one line at a time with information about each PO
PO Detail by Full Account Code.rpd-jsonClick HerePurchase Order Detail Report. Subtotal by Full Account Code.
PO Detail by Fund and SCC.rpd-jsonClick HerePurchase order detail sorted by fund and then scc code. Also lists item descriptions
PO Detail by Fund-SCC.rpd-jsonClick HerePurchase Order Detail Report. Subtotal by full Cash account/Fund-SCC.
PO Detail by OPU.rpd-jsonClick HerePurchase order detail sorted by ascending OPU codes. Includes a page break after every OPU code
PO Detail with Item Description.rpd-jsonClick HereStandard purchase order detail that includes item description
Disbursement Summary by Check type.rpd-jsonClick HereDisbursement Summary report sorted by check type, and then check number.
Financial Detail July 1 Cash Balances With Page Break.rpd-jsonClick HereFinancial Detail report that includes fiscal year cash balances with a page break after every new Fund-SCC code
Financial Detail Report Sorted By OPU Code.rpd-jsonClick HereStandard Financial Detail that sorts by ascending OPU code
Financial Detail Sorted By Date Then Fund-SCC.rpd-jsonClick HereFinancial Detail that lists transactions by date in ascending order with subtotals for each fund-scc. Also includes the current period's beginning and ending balances
Financial Detail Sorted By Fund-SCC and OPU.rpd-jsonClick HereStandard financial detail sorted by cash account (Fund-SCC) then by OPU code. Separates revenue and expenditures
Financial Detail Sorted By Fund-SCC and OPU With Separated Revenue and Expenditures.rpd-jsonClick HereFinancial Detail that separates revenue and expenditures by OPU code. Also separates full account code into individual columns.  Separates revenue and expenditures into separate columns. Vendor number and vendor name added to report






Financial Detail Sorted By Fund and SCC Code With Separated Full Account Codes.rpd-jsonClick HereFinancial Detail sorted by cash account (Fund-SCC) with full account codes separated into individual columns. Includes purchase order amounts and remaining encumbrance
Financial Detail Sorted By Fund-SCC With Current Balances.rpd-jsonClick HereFinancial Detail Sorted by cash account (Fund-SCC) with the current period's current fund balances. Also has a page break after each cash account
Financial Detail Sorted By Fund-SCC Code With Separated Full Account Codes.rpd-jsonClick HereFinancial Detail sorted by fund and then SCC code. Features the full account code separated into individual columns
Financial Detail Sorted By Fund-SCC then Full Account Code.rpd-jsonClick HereFinancial Detail that sorts by cash account(Fund-SCC) and ascending full account codes. Includes vendor name and number
Financial Detail Sorted By Fund Then SCC With Current Balances and Separated Account Codes.rpd-jsonClick HereFinancial Detail that sorts by fund then SCC code and has full account codes in individual columns. Has the current month's beginning and ending balances
Receipt Listing Sorted by Fund-SCC.rpd-jsonClick HereReceipt listing report with one line per receipt number with details about each receipt


Vendor-Based Reports

Title (downloadable rpd-json file)ExampleDescription
PO Detail by Vendor Number.rpd-jsonClick HerePurchase Order Deatil Report. Subtotal by Vendor Number.
PO Detail by Vendor Primary Name.rpd-jsonClick HereSorts by vendor's primary names and lists item descriptions with amounts paid


Periodic Reports

Title (downloadable rpd-json file)ExampleDescription
PCR - Financial Detail Report.rpd-jsonClick HereFinancial Detail Report - Used for Project Cash Requests for Grant Funds
Compliance.rpd-jsonClick HereCompliance report - compares Estimated Revenues and Expenditures against Actual Revenues and Expenditures.
BWC Report.rpd-jsonClick HereFiscal & Year to Date Expenditure amounts report, for general fund salary accounts only, sorted and totaled by function. Same as - BWCRPT Classic Report. Treasurer uses the totals to put into a spreadsheet to calculate the BWC payment. This report is built so you can use it for various funds and objects even though typically you would use 1% object. 
Revenue Account Activity Report with FF Line.rpd-jsonClick HereRevenue Information used for uploading to a third party five year forecasting company
Budget Expenditures by Month with FF Line Number.rpd-jsonClick HereExpense Information used for uploading to a third party five year forecasting company

Miscellaneous Reports

Title (downloadable rdp-json file)ExampleDescription



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