Budget Analysis Report

Navigation path

Reporting > Records > Budgets 

Report synopsis

This produces a detailed financial report for each budget code.
The following columns are included as standard on the report;

Budget code and description and associated budget heading.
Budget allocation, total income/expenditure amount, total of outstanding commitments, total of unpaid sales invoices, total of actual plus commitments/invoices and difference calculated as total minus allocation.
Detailed transaction listing showing reference and analysis code for each transaction.
Detailed accrual listing.
Detailed transaction listing for outstanding commitments.
Detailed transaction listing for unpaid sales invoices.
Budget profiles displayed as actual and profiled amounts.
 

Display 

Show report with:
Search criteria: Will display the selected settings at the top of the report.
Report notes: Enables a free text box to add your own notes and displays at the top of the report.

Summary options:
Show transaction descriptions: selecting this option will replace the transaction reference and analysis code with the transaction description. 

Detail options:
Show reconciled status
Show invoice number
 

Settings

Time period: Choose to run the report with period to date figures or year to date.
Budget codes: Choose to run the report for a specific code or range of codes.
Budget heading: Choose to run the report for a specific budget heading.
Exclude inactive: Default setting is to include any budget codes you have marked as inactive. Should you wish to exclude inactive budget codes, change the slide over to Yes.

An example of the report is below;

Marking this report as a favourite

If you would like to save this report to your favourites, click the star icon next to the report. You can find more information regarding report favourites in this article Report Favourites.