Budget Analysis Report

Overview

 
Budget Analysis Report

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.

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

It has 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

To open this report, follow these steps.

  1. From the Menu, click on 12. Profit and Loss Reports;
  2. 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

Customise the Report

Click the Customise Button to display the Customise Form

Filters

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

Options

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 Report Layout

Click the Layout button to change the columns that display in the report

Major Columns

  • Previous Period
  • Selected Period (Default)
  • Year to Date (Default)
  • Historical and Budgeted Data
  • Full Year Budget
  • Last Year
  • Average
  • Last Year YTD
  • Weekly Average

Minor Columns

  • Actual
  • Budget
  • Variance
  • Variance %
  • Comments
  • Spacer
  • Forecast
  • Forecast Variance
  • Forecast Variance %
  • Jul
  • Aug
  • Sep
  • Oct
  • Nov
  • Dec
  • Jan
  • Feb
  • Mar
  • Apr
  • May
  • Jun
  • Total

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

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


Capture Comments

Comments can be captured and stored for variances To view comments you must first enable Comments in the Report filters

Advanced Customisation

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

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