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Description of Issue

How can you include notes that are set on a budget projection in Central Budget Entry in an excel export?

Context
  • Central Budget Entry
  • Next Year Budget Entry
Cause

Notes are not exported as part of the Excel export for Budget Projections.

Resolution

An SSRS Report can be created using the view gl_budget_with_txt.  In column TextValueN, the Notes are stored for both Next Year Budget Entry and Central Budget Entry.  

Additional Information

If additional assistance is needed with SSRS Report Building, reach out to Tyler Reporting Service Support.





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