Budget report that shows each level

Owned by Knowledge Assistant
Nov 09, 2023
1 min read
Description of Issue

User wants to run a budget report that shows each level of next year's projection.

Context

Next Year Budget Reports

Cause

Resolution

A report showing budget projection levels can be generated in Next Year Budget Reports, selecting Report Option type 5. 

Financials> Budget Processing> Next Year Budget Reports

  1. Click Define and select the projection

  2. Define account criteria if needed, then Accept

  3. Select Report Options

  4. Choose Type 5- NEXT YEAR BUDGET COMPARISON REPORT and adjust report options as needed

  5. Accept

  6. Select PDF, Excel, or other output method

Additional Information