Write, Bureaucrats, Administrators
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Difference between revisions of "Budget Analysis Report"
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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 | ||
== Customise the Report == | |||
Click the Customise Button to display the Customise Form | Click the Customise Button to display the Customise Form | ||
=== Filters === | |||
Click the Filters Tab to set the following Filters | Click the Filters Tab to set the following Filters | ||
* Actual Version | * Actual Version | ||
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* Currency | * Currency | ||
=== Options === | |||
Click the Options tab to set the following filters | Click the Options tab to set the following filters | ||
* All Accounts | * All Accounts | ||
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* Variance % Type | * Variance % Type | ||
== 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 | ||
=== Major Columns === | |||
* Previous Period | * Previous Period | ||
* Selected Period (Default) | * Selected Period (Default) | ||
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* Weekly Average | * Weekly Average | ||
=== Minor Columns === | |||
* Actual | * Actual | ||
* Budget | * Budget | ||
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* 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 | |||
== | == 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 | |||
== Related Topics == | == Related Topics == | ||