Budget Comparison Report

Navigation path

Reporting > Records > Budgets

Report synopsis

This report allows you to compare your fixed budget with re forecasted allocations.
The following columns are included as standard on the report;

Budget account code.
Budget description.
Fixed budget - The fixed budget allocation.
Current budget - The current budget allocation.
Difference - The difference between the fixed and current allocations.
 

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.

Settings

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.
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 is shown below;

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