Analysis Breakdown Report

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Reporting > Records > Income & expenditure analysis

Report synopsis

The report will give detailed financial information for your analysis codes and will show the following detail for each;

Analysis Code and description.
Allocated amount for code.
Nett expenditure or income for code.
Total of any outstanding commitments or sales invoices. 
Total figure calculated by the nett amount minus any commitments, plus and outstanding invoices. 
Difference figure calculated by subtracting the total from the allocation.
Detailed transactional activity by budget code.
Detailed list of outstanding commitments by budget code. 
 

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.
Show catalogue descriptions for POs: Tick box to include purchase order catalogue line detail on report. 

Settings

Period: Choose to run the report for one specific period or range of periods.
Analysis codes: Choose to run the report for a specific analysis code or range of codes.
Budget codes: Choose to run the report for a specific budget code or range of codes.
Budget group: Choose to run the report for a budget group.
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 shown below;

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