Budget with Analysis Codes

This help Page is for importing Budgets for Analysis and Budget codes. This is only relevant if you have the functionality turned on by Arbor.

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This report lists the budget account codes along with the actual spent, the budget allocated and the balance.

1. From the top menu choose Reporting. On the Records tab choose Budgets and Budget with Analysis 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.
     
   • Show full detail will display all the Analysis codes associated with the Budget codes, if unticked only Budget codes will appear.
3. In the Settings section, enter any criteria you want to apply to this report as follows:
   • Period - Choose the range of periods you want to see the report for
   • Budget Codes - By default you will see all the codes, choose a range if you want to see a specific set of budget codes
   • Budget heading - By default you see all budget headings, if you want to see a specific heading select it
   • Exclude Inactive - By default, this is set as active, toggle off if you want to include inactive codes
4. Click Generate report. The report opens in the Report viewer.

Here you can see an example of a Budget expenditure breakdown report (with search criteria applied and notes added).