Analysis with Budget 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 Analysis 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  Analysis with 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.
     
   • Show full detail will display all the Budget codes associated with the Analysis codes, if unticked only Analysis 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
   • Analysis Codes - By default you will see all the codes, choose a range if you want to see a specific set of analysis codes
   • 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.