Budget List

The Budget List Report provides summary information on a Budget compared to a Period for a specified Year.

The Period used will be as per the current Period.  For example where the current Period is Period 4 and the Report is run with a 2019 Year, the Budget information displayed will be for 2019 and the Period information displayed will be for Period 4 in 2019.

An example of the Report is displayed below:

To run the Report the following options should be added to these fields on the GL Job Request form:

• Report Master: Management Reports
• Report Folder: All Styles
• Report Style: Budget List

Click on the  button and the following Parameters and Criteria will be displayed in a Grid at the bottom of the form:

Parameters

The Parameters for this Report are as follows:

• Budget Type: Ensure the required Budget is added to this field, such as MASTER, ORIGINAL or FORECAST.
• Budget Year 2: Please ignore this Parameter as it is not currently being used.
• Year: Ensure the required Year that the Report is to cover is added to this field - it must be in the full year format, e.g. 2018.
• Group 1 Dimension: This field will default to Cost and should not be changed.
• Group 1 Level: This field will default to 1 and should not be changed.
• Group 2 Dimension: This field will default to Detail and cannot be changed.
• Group 2 Level: This field will default to 0 and should not be changed.

Criteria Fields

No Criteria should be included on the Report.

Click on the  button.