Analysis with Budget Codes Report

Navigation path

Reporting > Records > Budgets - This report will only be visible to dual budgeting schools

Report synopsis

This report allows you view your financial position at both analysis and budget level.
The following columns are included as standard on the report;

Analysis code and description.
Budget code and description for transactions linked to the analysis code.
Allocation.
Actual.
Commitments.
Unpaid sales invoices.
Total.
Remaining - calculated by subtracting total from allocation.
% spent. 
 

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 full detail: Untick to remove budget and analysis codes from the report - Totals will be displays at sort key level.
Group analysis by sort key: Untick to remove sort key organisation.
Exclude analysis codes with no postings: Untick to include all analysis codes.
Group analysis by sort key - budgets excluded: Tick to remove budget code detail.
Show funding stream detail: Tick to show funding stream details if these are used in your school.

Settings

Period: Choose to run the report by a specific period or range of periods.
Analysis codes: Choose to run the report for a specific code or range of codes.
Sort key: Choose to run the report for a specific sort key or range of sort keys.
Exclude inactive: Default setting is to exclude any analysis codes you have marked as inactive. Should you wish to include inactive analysis codes, change the slide over to No.

An example of the report is below;

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