Budget Analysis Report
Overview
The Budget Analysis report allows you to compare Actual versus Budgets or other Versions with variances
It displays values for the Month To Date (MTD), Year To Date (YTD) and the Full Year across the page and displays your 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
How to open this report
To open this report, follow these steps.
- From the Menu, click on 12. Profit and Loss Reports;
- 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
How to use this report
Customise the Report
- Click the Customise Button to display the Customise Form
- Click the Filters Tab to set the following Filters
- Actual Version
- Budget Version
- Forecast Version
- Company
- Account Hierarchy
- Account Set
- Financial Year
- Period
- Jobs
- Categories
- Currency
- Click the Options tab to set the following filters
- All Accounts
- Account Level
- Account Numbers
- Subtotals
- Blank Rows
- Comments
- GP % of Income
- Variance $ Type
- Variance % Type
Change the Layout
Click the Layout button to change the columns that display in the report The Major columns in this report are:
- Previous Period
- Selected Period (Default)
- Year to Date (Default)
- Historical and Budgeted Data
- Full Year Budget
- Last Year
- Average
- Last Year YTD
- Weekly Average
The Minor columns are:
- Actual
- Budget
- Variance
- Variance %
- Comments
- Spacer
- Forecast
- Forecast Variance
- Forecast Variance %
- Jul
- Aug
- Sep
- Oct
- Nov
- Dec
- Jan
- Feb
- Mar
- Apr
- May
- Jun
- Total
Drill Down
Double click on a cell with either Actuals or Budgets to see Transactions or Inputs that make up that number
Functionality
Full functionality is a available in the Ultimate Edition The following functionality is limited in the Free Edition
This report is available in the Free Edition with the following functionality excluded The Layout Button is lock