The Budget Overview report summarizes startup, recurring, milestone, and passthru rates entered into the protocol budget in OnCore.
View a Budget Overview Report Sample
Running the report
- In OnCore, go to Menu > Reports > Reports.
- Click on Financials on the left vertical menu, then select the Budget Overview report. (Only users with the Financial Coordinator or Coverage Analysis role in OnCore have access to Financial Reports).
- The following fields are Required fields to run the Budget Overview report:
- Protocol No.
- Calendar Version No.
- Budget Version Number
- Make sure to select from drop-down menu for each field. The recommended output is PDF.
Report Features
Header
Report Sample
Guide to report fields
Protocol-Related
Report Sample
Guide to report fields
Corresponding OnCore fields
Milestones
Report Sample
Guide to report fields
Corresponding OnCore fields
Pass-Thrus
Report Sample
Guide to report fields
Corresponding OnCore fields
