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Include Notes from Budget Projections in Reports
Include Notes from Budget Projections in Reports
- Knowledge Assistant
Owned by Knowledge Assistant
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.
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