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Reports

Fiscal_Years_Report​

  • Display Name: Fiscal_Years Report
  • Source: All rows from Fiscal_Years
  • Fields: fy_name, start_date, end_date, status

Budget_Buckets_Report​

  • Display Name: All Budget Buckets
  • Source: All rows from Budget_Buckets
  • Fields: bucket_name, domain, stream, description, owners

Budget_Versions_Report​

  • Display Name: All Budget Versions
  • Source: All rows from Budget_Versions
  • Fields: budget_bucket, snapshot_month, fiscal_year, proposed_amount, approved_amount, spent_amount, residual as "Residual", review_status as "Review Status", display_label

All_Contracts​

  • Display Name: All Contracts
  • Source: All rows from Contracts
  • Fields: object_name, contract_code, provider, budget_version as "Budget Version", status, expense_type, end_date, start_date, renewal_option, termination_notice_period, service_type, priority, invoice_type, total_contract_value, total_invoiced, contract_doc, fy_allocation.fiscal_year as "FY Allocation", display_label

All_Invoices​

  • Display Name: All Invoices
  • Source: All rows from Invoices
  • Fields: contract_id, invoice_date, amount, status, invoice_number, imported_id, invoice_file

Strategic_Budget_Analysis (Pivot)​

  • Display Name: Strategic Budget Analysis
  • Source: Budget_Versions
  • Rows: Budget_Bucket.stream.name, Budget_Bucket.bucket_name, Expense_Type
  • Columns: Fiscal_Year.fy_name
  • Values: Approved_Amount (Sum), Committed_Amount (Sum), Spent_Amount (Sum), Residual (Sum)

Controller_Cockpit_Dashboard​

Tab 1: Executive Overview​

  • KPI Cards: Total Budget (FY), % Committed (Gauge), Forecast Variance.
  • Charts: Budget Burn-down (Line), CAPEX vs OPEX (Donut).
  • Widgets: Strategic_Budget_Analysis (Pivot), Vendor Spend Evolution (Stacked Bar).

Tab 3: Operational Control​

  • Reports: Vendor & Contract Performance, The Savings Hunter (Closed contracts with residual), Zombie Contracts.

Operational_Contracts_Detail (Pivot)​

  • Display Name: Operational Contracts Detail
  • Source: Contracts
  • Rows: Budget_Bucket.bucket_name, Expense_Type, Provider.provider_name
  • Columns: fy_allocation.fiscal_year.fy_name
  • Values: fy_allocation.amount_due (Sum)