Budget Analysis Report - Revision history

Jeff at 00:46, 17 January 2015

2015-01-17T00:46:56Z

← Older revision		Revision as of 19:46, 16 January 2015
Line 20:		Line 20:
	The report will open as a separate Workbook and the Customise Form will display. See below for more instructions on how to filter the reports		The report will open as a separate Workbook and the Customise Form will display. See below for more instructions on how to filter the reports

	~~== How to use this report ==~~		== Customise the Report ==

	=== Customise the Report ===
	Click the Customise Button to display the Customise Form		Click the Customise Button to display the Customise Form

	==== Filters ====		=== Filters ===
	Click the Filters Tab to set the following Filters		Click the Filters Tab to set the following Filters
	* Actual Version		* Actual Version
Line 39:		Line 37:
	* Currency		* Currency

	==== Options ====		=== Options ===
	Click the Options tab to set the following filters		Click the Options tab to set the following filters
	* All Accounts		* All Accounts
Line 51:		Line 49:
	* Variance % Type		* Variance % Type

	=== Change the Layout ===		== Change the Report Layout ==
	Click the [[Layout]] button to change the columns that display in the report		Click the [[Layout]] button to change the columns that display in the report
	~~The~~ Major ~~columns in this report are:~~
			=== Major Columns ===
	* Previous Period		* Previous Period
	* Selected Period (Default)		* Selected Period (Default)
Line 64:		Line 63:
	* Weekly Average		* Weekly Average

	~~The~~ Minor ~~columns are:~~		=== Minor Columns ===
	* Actual		* Actual
	* Budget		* Budget
Line 88:		Line 87:
	* Total		* Total

	=== Drill Down ===		=== Save Layouts ===
			It is possible to copy this report as a separate sheet and, change the layout and

			== Drill Down ==
	Double click on a cell with either Actuals or Budgets to see Transactions or Inputs that make up that number		Double click on a cell with either Actuals or Budgets to see Transactions or Inputs that make up that number

			== Publish Board Reports ==
			Click the Publish button to add this report to a Board Pack or save a Snap shot as values at a point in time


	== ~~Functionality~~==		== Capture Comments ==
	~~Full functionality is a available in the Ultimate Edition~~		Comments can be captured and stored for variances
	~~The following functionality is limited~~ in the ~~Free Edition~~		To view comments you must first enable Comments in the Report filters

	~~This report is available in~~ the ~~Free Edition with~~ the ~~following~~ functionality ~~excluded~~		== Advanced Customisation ==
	~~The Layout Button~~ is ~~lock~~		In the BudgetLink Tool bar click on the Expand button to view the workings of the report
			From here you have access to change functionality like fonts, columns, formulas etc
			It is also possible to edit the Customise button to control what and how Customise Filter appear

	== Related Topics ==		== Related Topics ==

Jeff at 00:36, 17 January 2015

2015-01-17T00:36:59Z

← Older revision		Revision as of 19:36, 16 January 2015
Line 3:		Line 3:
	[[File:ProfitAndLossBudgetAnalysisReport.png\|300px\|thumb\|right\|Budget Analysis Report]]		[[File:ProfitAndLossBudgetAnalysisReport.png\|300px\|thumb\|right\|Budget Analysis Report]]

	The Budget Analysis report allows you to compare [[Versions]] (Actuals and Budgets) across different time periods.		The Budget Analysis report allows you to compare Profit and Loss [[Versions]] (Actuals and Budgets) across different time periods.

	It has Period Sections including Month To Date (MTD), Year To Date (YTD) and the Full Year across the page.		It has Period Sections including Month To Date (MTD), Year To Date (YTD) and the Full Year across the page.

	Under each Period Section it has Actual, Budget and Variances.		Under each Period Section it has Actual, Budget and Variances.

	It has [[Accounts\|Profit and Loss Accounts]] down the page.		It has [[Accounts\|Profit and Loss Accounts]] down the page.

	It has off the Page filters including, Company, Year, Job, Category, Year and Period		It has off the Page filters including, Company, Year, Job, Category, Year and Period

Line 21:		Line 24:
	=== Customise the Report ===		=== Customise the Report ===
	Click the Customise Button to display the Customise Form		Click the Customise Button to display the Customise Form

	==== Filters ====		==== Filters ====
	Click the Filters Tab to set the following Filters		Click the Filters Tab to set the following Filters

Jeff: /* Overview */

2015-01-17T00:35:29Z

Overview

← Older revision		Revision as of 19:35, 16 January 2015
Line 3:		Line 3:
	[[File:ProfitAndLossBudgetAnalysisReport.png\|300px\|thumb\|right\|Budget Analysis Report]]		[[File:ProfitAndLossBudgetAnalysisReport.png\|300px\|thumb\|right\|Budget Analysis Report]]

	The Budget Analysis report allows you to compare ~~[[Actual]] versus [[Budgets]] or other~~ [[Versions]] ~~with variances~~		The Budget Analysis report allows you to compare [[Versions]] (Actuals and Budgets) across different time periods.

	~~It displays values for the Month To Date~~ (~~MTD~~)~~, Year To Date (YTD) and the Full Year~~ across ~~the page and displays your [[Accounts\|profit and loss accounts]] down the page~~.

	~~The Layout can also be edited to display other comparisons such as Last Year MTD, Last Year YTD, Previous Period and Average Comparison~~

			It has Period Sections including Month To Date (MTD), Year To Date (YTD) and the Full Year across the page.
			Under each Period Section it has Actual, Budget and Variances.
			It has [[Accounts\|Profit and Loss Accounts]] down the page.
			It has off the Page filters including, Company, Year, Job, Category, Year and Period

	== How to open this report ==		== How to open this report ==

Jeff: /* Customise the Report */

2015-01-17T00:27:40Z

Customise the Report

← Older revision		Revision as of 19:27, 16 January 2015
Line 20:		Line 20:

	=== Customise the Report ===		=== Customise the Report ===
	# Click the Customise Button to display the Customise Form		Click the Customise Button to display the Customise Form
	# Click the Filters Tab to set the following Filters		==== Filters ====
			Click the Filters Tab to set the following Filters
	* Actual Version		* Actual Version
	* Budget Version		* Budget Version
Line 34:		Line 35:
	* Currency		* Currency

	# Click the Options tab to set the following filters		==== Options ====
			Click the Options tab to set the following filters
	* All Accounts		* All Accounts
	* Account Level		* Account Level

Jeff at 00:26, 17 January 2015

2015-01-17T00:26:13Z

← Older revision		Revision as of 19:26, 16 January 2015
Line 15:		Line 15:
	# From the '''Menu''', click on '''12. Profit and Loss Reports''';		# From the '''Menu''', click on '''12. Profit and Loss Reports''';
	# Click on '''Budget Analysis''' report.		# Click on '''Budget Analysis''' report.
	** The report will open as a separate Workbook and the Customise Form will display. See below for more instructions on how to filter the reports		The report will open as a separate Workbook and the Customise Form will display. See below for more instructions on how to filter the reports

	== How to use this report ==		== How to use this report ==

Jeff at 00:25, 17 January 2015

2015-01-17T00:25:51Z

@@ Line 3: / Line 3: @@
 [[File:ProfitAndLossBudgetAnalysisReport.png|300px|thumb|right|Budget Analysis Report]]
-The Budget Analysis report allows you to compare [[Actual]] versus [[Budgets]] or other [[Versions]].
+The Budget Analysis report allows you to compare [[Actual]] versus [[Budgets]] or other [[Versions]] with variances
-It displays figures for the current period, the year-to-date period and the full year period across the page and displays your [[Accounts|profit and loss accounts]] down the page.
+It displays values for the Month To Date (MTD), Year To Date (YTD) and the Full Year across the page and displays your [[Accounts|profit and loss accounts]] down the page.
-== How to view this report ==
+The Layout can also be edited to display other comparisons such as Last Year MTD, Last Year YTD, Previous Period and Average Comparison
-To view this report, follow these steps.
 # From the '''Menu''', click on '''12. Profit and Loss Reports''';
 # Click on '''Budget Analysis''' report.
 == How to use this report ==
-There are many more comparisons that this report can produce. To do so, click on the [[Editing the layout of reports|Layout]] button and select from one of the following items.
+=== Customise the Report ===
 * Previous Period
 * Full Year Budget
 * Last Year
@@ Line 22: / Line 57: @@
 * Last Year YTD
 * Weekly Average
 == Related Topics ==

Jeff: /* How to use this report */

2015-01-15T22:20:33Z

How to use this report

← Older revision		Revision as of 17:20, 15 January 2015
Line 15:		Line 15:
	== How to use this report ==		== How to use this report ==

	There are many more comparisons that this report can produce. To do so, ~~simply~~ click on the [[Editing the layout of reports\|Layout]] button and select from one of the following items.		There are many more comparisons that this report can produce. To do so, click on the [[Editing the layout of reports\|Layout]] button and select from one of the following items.
	* Previous Period		* Previous Period
	* Full Year Budget		* Full Year Budget

Nic at 00:21, 29 May 2014

2014-05-29T00:21:04Z

← Older revision		Revision as of 19:21, 28 May 2014
Line 27:		Line 27:
	* [[Profit and Loss Reports]]		* [[Profit and Loss Reports]]
	* [[Customising Reports]]		* [[Customising Reports]]
			* [[Editing the layout of reports]]
			* [[Publishing Reports]]

	[[Category:Reports]]		[[Category:Reports]]

Nic: Nic moved page Budget Analysis to Budget Analysis Report without leaving a redirect

2014-05-28T06:48:34Z

Nic moved page Budget Analysis to Budget Analysis Report without leaving a redirect

← Older revision	Revision as of 01:48, 28 May 2014
(No difference)

Nic at 06:32, 28 May 2014

2014-05-28T06:32:59Z

← Older revision		Revision as of 01:32, 28 May 2014
Line 1:		Line 1:
	== Overview ==		== Overview ==

	[[File:~~BudgetAnalysisReport~~.png\|300px\|thumb\|right\|Budget Analysis Report]]		[[File:ProfitAndLossBudgetAnalysisReport.png\|300px\|thumb\|right\|Budget Analysis Report]]

	The Budget Analysis report allows you to compare [[Actual]] versus [[Budgets]] or other [[Versions]].		The Budget Analysis report allows you to compare [[Actual]] versus [[Budgets]] or other [[Versions]].