Quarterly Reporting

Managing Budgets, Forecasting and Reporting Process Overview Managing Budgets, Forecasts and Reporting, introduction Manage Budgets Month End Reporting Quarterly Reporting Manage Forecast Manage Year End Manage Year End

The University has a monthly reporting cycle as detailed in Month-end Reporting. It also formally reports its results on a quarterly and annual basis to PRAC and Council. Certain allocations are completed at quarter-end. For example quarterly trusts pool income is posted onto Oracle Financials.

At the end of each quarter, quarterly trusts pool income is posted onto Oracle Financials.

1. Follow month-end process

Departments should follow the month-end reporting process as usual.

2. Generate quarterly results

The Financial Reporting Team will generate a set of quarterly results on a divisional basis which will be sent to Divisional Financial Controllers on the 9th working day of the month after quarter–end. The Finance Division will generate a commentary and discuss the results with the division/departments.

After review, the Head of Financial Reporting will generate the supporting commentary before submitting the results to PRAC.

Related links

TRAC

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