To generate a Budget analysis report

This produces a report with details for each account including Budget details, Cash transactions, Accrual transactions, Outstanding orders detail and Profile allocation, actual spending and variance.

Arbor Finance reports use pop-ups. Ensure your browser does not block pop-ups from the Arbor Finance website. Click here for details.

1. From the top menu choose Reporting. On the Records tab choose Budgets and Budget Analysis.
2. In the Display section:

• To display the search criteria on the report, tick the Search criteria box.
• To add notes to the report, tick the Report notes box and enter the required text in the displayed box.
  
• To show a description for each transaction, tick the Show transaction descriptions box. 

3. In the Settings section, enter any criteria you want to apply to this report as follows:

• Time period - Choose to display the transactions by Period to date or Year to date.
• Budget codes - To include only a selection of the budget codes in the report, choose the first and last codes to include from the two drop-down lists.
• Budget heading - To filter the accounts by a budget heading, select it from the drop-down list.
• Exclude inactive - By default inactive accounts are included. Click the switch to exclude them if required.

4. Click Generate report. The report opens in the Report viewer.