Governor Report

Navigation path

Reporting > Transactions > General

Report synopsis

This report displays financial information by budget code and allows you to add the extra detail of funding streams and cost centres if these are used in your school.
The following columns are included as standard on the report;

Budget code
Budget allocated
Actual
Committed 
Unpaid sales invoice
Total
Difference - calculated from total - budget allocated.
Percentage budget 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 transaction descriptions: Tick to remove the budget code and replace with budget description.

Settings

Funding streams: Choose to run the report for a specific funding steam or range of funding streams.
Cost centre: Choose to run the report for a specific cost centre or range of cost centres.
Budget group: Choose to run the report for a specific budget group.

An example of the report is below;

Screenshot 2026-06-19 134947.png


Marking this report as a favourite

If you would like to save this report to your favourites, click the star icon next to the report. You can find more information regarding report favourites in this article Report Favourites.

Was this article helpful?
0 out of 0 found this helpful
I'm still stuck!

Comments

0 comments

Please sign in to leave a comment.