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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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titleResolution

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

How do I schedule the GL YTD Budget Report

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