Budget with Analysis 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 budget and analysis level.
The following columns are included as standard on the report;

Budget code and description.
Analysis code and description for transactions linked to the budget 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 analysis codes from the report.
 

Settings

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

An example of the report is below;

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