Learn how to navigate and run essential budget reports in SF Budget System Reporting. Many reports now display real-time entries and provide multiple options to filter and export data to Excel. Budget reports for BY2022 & BY2023 and prior budget years will continue to be available on SF Reports & Analytics.
Please see attached file below for:
User Guide
Presentation Deck Required Training
Required Training
Department, Capital Module User, Department report User, Mayor's Budget Office, Capital Planning Committee, and Committee On Information Technology User (COIT) users must completethe Reporting (Course Code: CON0BG104-121421)course in SF Learning if they did not attend the live event prior to gaining access to the new budget system. Check out the SF Budget Training Series on the SF Budget System Trainingpage.
