The Obligation Transactions by Modification report provides a more granular level to analyze financial activity with obligation transactions grouped by Modification and Work Authority Number. This report can also be used to summarize transactions by various financial-related fields such as program code or appropriation code.
Filters
Once the user selects the Obligation Transactions by Modification report in the "Select Report" list, these filters will appear:
| Filter | Description |
| Federal/State Number | A picklist of Federal/State Project Numbers related to FMIS Projects; required. |
| Remarks | A picklist with three options: Combined, Separate, and Exclude. This picklist is required, and it determines where Remarks fields show in the report.
|
| Show Summary | A picklist with five options: No, By Program, By ParentWorkPhase, By Advantage Phase, and By Program Code. This picklist is required.
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Generate the Report
To generate this report, the user can follow these steps:
- Click "Obligation Transactions by Modification" in the "Select Report" list (left side).
- Select a value in the Federal/State Number, Remarks, and Show Summary fields.
- 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 resulting report displays the financial activity with obligation transactions in a table format. If the user selected By Program, By ParentWorkPhase, By Advantage Phase, or By Program Code in the "Show Summary" filter, a second table will appear to summarize information by the selected field.
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