Budget Analysis Report

Purpose

The Budget Analysis report shows a detailed review of a budget and spend in each budget category over a specified date range. The report also includes variance information between the budget and spend.

Parameters

Parameters in bold are required.

• Budget - Choose from the list of budgets created by your organization.

• Start Period - Choose the starting period of your budget. All data from periods between the Start and End period will be displayed in the report.

• End Period - Choose the ending period of your budget. All data from periods between the Start and End period will be displayed in the report.

• Include Details - Allows you control over the inclusion of additional details for the report.

• Format - The Report can be run in PDF or XLSX for printer friendly formats, or can be run in CSV for data optimization.