Budget Reports

Budget Reports

BUDGET BY LEVELS REPORTS  
 
The Budget by Levels report will show the budget amount from the various stages of the budget creation process. The options allow you to choose which levels will print and whether to print the account detail or summaries by fund or dept.  
 
Remember that if you choose to print more than 3 levels on the same report you may have to change the page to print landscape by reversing the width and height on the Print Setting tab. 
 
BUDGET WORKSHEET 
 
Use the Budget Worksheet to report budget data from the selected years along with the actual amounts for the same period or a different period. You can use it to report budget at selected levels. You can also calculate column amounts to show a variance or the difference as a percentage.  
 
If you desire to use spreadsheets for budgeting you may export the Budget Worksheet. The export file is built in the same manner as the Budget Worksheet. The only difference is that you must assign a file name and indicate the export format. 
 
To do this, go to the Print Settings > Save As / Export tab. You can create a fixed-length text file or a delimited text file. You will also normally want to include the column headings. Other options are similar to the Budget Worksheet. 

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