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titleDescription of Issue

How do I run the YTD Budget Report?

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titleContext

YTD Budget Report

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titleCause


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General Ledger Menu > Inquiries and Reports > YTD Budget Report

Click 

  1. Click Search

  2. Enter criteria for the accounts needed. (Org/Obj/Project, Fund,  Full Account code, etc.)

  3. Click Accept

Click 

  1. Click Report Options, update as needed

Under 

  1. Under Additional options

 update

  1.  update as needed. 

  2. Click Accept

  3. Click Back

Click 

  1. Click Display

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titleAdditional Information

The YTD Budget Report can be run for prior years through last year 3, Current year and Next year.                     

Schedule a budget report to be emailed monthly

See additional information for options available in the YTD Budget Report here (p8): Connect 2023 Out of the Box Standard Reporting Tools Standard Reporting Tools for General Ledger and Budgetand Budget