Linked analysis and budget codes report

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

This report shows you which budget accounts are linked with which analysis codes.

1. From the top menu choose Reporting. On the Records tab choose Budgets and Linked analysis and budget codes.
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.
     
     
     
     
3. In the Settings section, enter any criteria you want to apply to this report as follows:
   • Budget codes - To include only a section of the budget codes in the report, choose the first and last codes to include from the two drop-down lists.
   • Analysis codes - To filter the accounts by analysis code, select from the drop-down list.
   • Group by - choose budget account or analysis code.
4. Click Generate report. The report opens in Report Viewer.