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Description of Issue

How do I run the YTD Budget Report?

Context

YTD Budget Report

Cause

Resolution

General Ledger Menu > Inquiries and Reports > YTD Budget Report

  1. Click Search

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

  3. Click Accept

  4. Click Report Options, update as needed

  5. Under Additional options update as needed. 

  6. Click Accept

  7. Click Back

  8. Click Display

Additional 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 for General Ledger and Budget 

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