Budget Summary Report - Account
General Ledger Menu -> Reports
-> Budget Summary Report by Account
General Ledger Menu -> Reports
-> Budget Summary Report by Layout
-> Summary Report By 'Account' -> Budget Summary
Report by Account
This option can be used to report on the budget for one
year.
The budget amounts print in a total per account, or for one
division at a time.
Budget information can be captured by month and division in the
Budgets table.
The prompts are:
-
- SUMMARY REPORT BY
- Select one of the following format options to define the
account selection:
- Select Account to generate the Budget Report for all
accounts in the range.
- Select Layout to generate the Budget Report for the
accounts defined in a selected layout as outlined in Budget Summary Report by Layout.
The default displayed reflects the last type of Budget Report
that was run.
Standard Budget Summary Report selection filters:
-
- FROM ACCOUNT NUMBER
- Leave this field blank to include all accounts, or type in the
beginning account number to narrow the report, or select it form
the G/L Account Search window.
TO ACCOUNT NUMBER
- Leave this field blank to include all accounts or select the
ending account number.
YEAR START (MM/YYYY)
- Accept the default year start date, or over-type it with the
desired start date.
To over-type the Year Start, type in MMYYYY without the
slashes.
e.g. for August 2010, type in 082010
DIVISION OR ALL
- Type ALL to include all divisions and to result in one total
per month per account, or select a specific Division from
the drop-down list to only print budget amounts for this
division.
ACCUMULATE MONTHLY AMOUNTS
- Uncheck this box to print each monthly amount per account.
Check this box to have the monthly amounts accumulate and to
produce a running total instead of each monthly amount per
account.
Accumulating Example:
Month 1 will show only the
budget amount for month 1.
Month 2 will show the budget running total of month 1 and 2 summed
together.
Month 3 will show the budget running total of month 1, 2 & 3
summed together, etc.
REPORT OPTIONS
- This value defaults to the operator preference as defined in
Operators.
Select one of the output options to Print a report or export
the data to Excel as outlined in Report Options.
Finished?
- Click the ACCEPT button to begin printing the report, or CANCEL
to abort.
Topic Keyword: GLBU10