Include Notes from Budget Projections in Reports

Owned by Knowledge Assistant
Last updated: Nov 28, 2023
1 min read



Description of Issue

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

Unable to report on Notes section of Define/Start Budget Projection



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.