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[[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]] | The Budget Analysis report allows you to compare [[Actual]] versus [[Budgets]] or other [[Versions]] with variances | ||
It displays | 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 | |||
To | |||
== How to open this report == | |||
To open this report, follow these steps. | |||
# 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 | |||
== How to use this report == | == 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 | * Previous Period | ||
* Selected Period (Default) | |||
* Year to Date (Default) | |||
* Historical and Budgeted Data | |||
* Full Year Budget | * Full Year Budget | ||
* Last Year | * Last Year | ||
| Line 22: | Line 57: | ||
* Last Year YTD | * Last Year YTD | ||
* Weekly Average | * 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 | |||
== Related Topics == | == Related Topics == | ||