Budget Profiles Report

Navigation path

Reporting > Records > Budgets

Report synopsis

This report allows you to accurately report on your budget position if using the profiling functionality.
The following columns are included as standard on the monthly and year to date profile report;

Budget account code.
Budget description.
Budget allocated.
Budget month/Budget to date - based on your profiling the figure displayed here will be the monthly amount profiled for the budget or the total of all periods to date that have been profiled.
Actual - Depending on how you have selected to run the report the actuals will either include or exclude commitments/unpaid sales invoices and will be calculated on either year to date or current period.
Variance - The result of subtracting the Actual from the Budget month/Budget to date.
(%) - The % difference between the actual and budget month/budget to date.
Expected Out-turn - The result of subtracting the variance from the budget allocated.

The following columns are included as standard on the actual profiles and actuals report;

Budget account code.
Budget description.
Profile type used to profile budget.
Budget allocated.
Monthly breakdown of figures.
 

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.
With unpaid sales invoices: Untick to exclude unpaid sales invoices (available on monthly analysis and year to date analysis only).
With outstanding orders: Untick to exclude commitments (available on monthly analysis and year to date analysis only).

Summary options:
Sort and subtotal by budget heading: Untick to remove sort and subtotal. (only available on monthly analysis and year to date analysis).

Detail Options:
Monthly analysis: Display financial information and calculate out-turn based on chosen period.
Year to date analysis: Display financial information and calculate out-turn based on chosen range of periods.
Actual profiles: Displays the actual profiled amounts for each month.
Actuals: Displays actual spent/received amounts for each month. 

 

Settings

Budget types: Choose to run the report with either current or fixed budgets. 
Budget codes: Choose to run the report for a specific budget code or range of codes.
Budget heading: Choose to run the report for a budget heading.
Budget group: Choose to run the report for a budget group.
Period: Choose to run the report by a specific period or range of periods.
Exclude inactive: Default setting is to include any budget codes you have marked as inactive. Should you wish to exclude inactive budget codes, change the slide over to Yes.

An example of the report with year to date as the detail selected is shown below;

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