The Limitation Account Balances report can be used to understand the level of limitation remaining in each Limitation Account per Fiscal Year.
Filters
Once the user selects the Limitation Account Balances report in the "Select Report" list, these filters will appear:
| Filter | Description |
| Fiscal Year | A picklist of all Fiscal Years, both Federal and State; required. |
| Include Pending | A checkbox that determines if the Pending column is included (Yes) or not (No) in the output. |
Generate the Report
To generate this report, the user can follow these steps:
- Click "Limitation Account Balances" in the "Select Report" list (left side).
- Select a Fiscal Year.
- Select Yes or No in the "Include Pending" picklist.
- Click the "Submit" button.
If the user wishes to change the STIP/TIP before running the report, they can navigate to the STIP/TIP Selection picklist on the Main Menu. To export the report, the user can click the export icon (), then choose the export type (PDF, XLSX, DOCX).
Output
The generated report will have a header which details the Federal Fiscal Year and Report Name. Below the header will be a table with these columns:
| Columns | Description |
| Limitation Account | This column hosts the Limitation Account name. |
| Available | This column hosts the non-Obligation Requests. |
| Authorized | This column hosts the Authorized Obligation Requests. |
| Pending | This column hosts the Pending Obligation Requests. This column will only appear if the "Include Pending" filter is set to "Yes". |
| Balance | This is calculated as Available - Authorized - Pending (if included). |
At the bottom of the table, there will be a Grand Total footer row that sums the values in the Available, Authorized, Pending (if included), and Balance columns.
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