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Examples - SFOpenBook Spending & Revenue
When You're Looking For...
A department's programs, and how much money is spent on each You will want to filter the Organization tab to the Program level of detail.

Find this by...
  1. Filter:
    Set the Report Type filter to "Spending"
  2. Navigate:
    In the Organization tab,
    1. Click the relevant Org Group. (e.g., click "Public Protection" to find the department "Police")
    2. Click the relevant Department.
How much the City spends on salaries by Organization Group You will want to filter the Type tab to the Character Salaries and then click the Organization tab.

Find this by...
  1. Filter:
    Set the Report Type filter to "Spending"
  2. Navigate:
    In the Type tab,
    1. Click the item Salaries.
    2. Navigate to the Organization tab.
The money one department pays to other departments for services received You will want to find the Object code Services of Other Depts under the department paying for the service. These services are commonly known as "Work Orders." Please note that some spending on Work Orders will not be recorded until the end of the fiscal year.

Find this by...
  1. Filter:
    Set the Report Type filter to "Spending"
  2. Navigate:
    In the Organization tab,
    1. Click the Org Group that the Department receiving services falls under (e.g., click "Public Protection" to find the department "Police")
    2. Click the Department receiving services ("Police").
    In the Type Tab,
    1. Click the Character "Services of Other Departments"
    2. Click the Object "Services of Other Departments (AAO Funding)"
The types of funding a department receives You will want to view the types of revenue for a department at the Character level of detail. For instance, General Fund support for a department can be found under "Operating Transfers In" in the Type tab.

Find this by...
  1. Filter:
    Set the Report Type filter to "Revenue"
  2. Navigate:
    In the Organization tab,
    1. Click the appropriate Org Group
    2. Click the Department
    Navigate to the Type tab
All spending on vendors by a department You will want to filter the Organization tab to the department you want and then click the Vendor Payments tab.

Find this by...
  1. Filter:
    Set the Report Type filter to "Vendor Payments"
  2. Navigate:
    In the Org tab,
    1. Click the Organization Group then click on the department. (See the Department List to learn what Organization Group a department belongs to.)
    2. Select the Vendor Payments tab.
Payments to a specific vendor You will want to search for that vendor.

Find this by...
  1. Navigate:
    1. Select the Search tab, then select Vendor in the Scope filter.
    2. Enter the most unique part of the vendor name. If you don't get any results, simplify what you input. If you get multiple results, choose the one you want.
    3. You can select a vendor name to drill to document details, or you can select the Organization, Type, or Fund tab to see those details for the vendor you have selected.
Staffing levels for a program in a department You will want to filter for Staffing (FTE) and use the Organization tab to find the program.

Find this by...
  1. Filter:
    Set the Report Type filter to "Staffing (FTE)"
  2. Navigate:
    In the Organization tab,
    1. Click the relevant Org Group. (e.g., click "Public Protection" to find the department "Police")
    2. Click the relevant Department.
    3. Click the relevant Program.
    Navigate to the Job tab