Generating and Customizing Reports for Budget and Resource Management (Finance)

Introduction

Introduction

This guide explains how finance personnel within Kern County Employers Training Resource (ETR) can efficiently generate and customize reports using our centralized internal ticketing system. Leveraging these reporting features enables better budget control, resource management, and financial oversight for maintenance and supply requests.

Accessing the Reporting and Metrics Section

1. Log in to the Kern County ETR ticketing system using your finance credentials.

2. From the main menu, select the Reporting and Metrics section to access available reports and dashboards.

Using Predefined Report Templates

Select from predefined report templates tailored to financial needs, such as:

• Monthly Maintenance Costs summarizing expenses over a selected period.
• Supply Request Budgets showcasing budget utilization and variances.

Customizing Reports to Fit Your Needs

Apply filters to refine report data for focused financial analysis. Customize by:

• Date range — specify start and end dates for the reporting period.
• Department — view requests related to specific departments or units.
• Request type — filter by maintenance, supply, or other request categories.
• Priority level — focus on urgent or non-urgent requests.

Exporting and Scheduling Reports

Once a report is generated and customized, finance personnel can:

• Export reports as PDF or Excel files for detailed offline analysis or presentations.
• Schedule automated report generation and email delivery to stay regularly updated without manual intervention.

Leveraging Reporting Insights for Budget and Resource Management

Using insights gained from reports, finance personnel can:

• Identify spending trends and patterns within maintenance and supply requests.
• Approve and make informed budget adjustments based on accurate data.
• Optimize resource allocation to improve operational efficiency.
• Support transparent and accountable financial oversight consistent with Kern County ETR’s values.

Additional Support and Resources

For further assistance with generating reports or utilizing the ticketing system’s reporting features, please contact your administrative services team or refer to the Help Center/FAQs available on the ticketing system dashboard.