Budget Report

The Budget Report displays budget versus actual amounts, by account, for a selected budget along with the variance. The Budget Report displays a comparison of your revenues and expenses for the fiscal year and budgets selected. 

Generate a Budget Report

1. Navigate to Accounting.
2. Click Financials on the navigation bar, and then click Budget Report.
3. Select a Fiscal Year and a Budget from the drop-down menu to run the report on, and then click Run Report.
   • If you select fiscal year first, only the corresponding budgets for that year will be available when selecting budgets.
   • If you select the budget first, the fiscal year will automatically populate with the fiscal year for that budget.
     
     
4. Click the header of a column to sort the report.
   • Check the Hide rows with only zeroes box to filter out all rows that only have zeroes in the record.
     
     
     

Once the report has been filtered, you can export or print the report. 

Export the Report

1. 1. Click Copy to Clipboard at the bottom of the page to copy the report's contents to your clipboard and manually paste them into a spreadsheet.
      
      
      
      • You will need to paste the data into a spreadsheet as this button will not automatically download a file to your computer.
        • Totals will not automatically recalculate if you change the values within the pasted spreadsheet. Set up the formulas manually within the spreadsheet to automatically calculate the totals. 
          
          

Print the Report

1. 1. Click Print Report at the bottom of the page.