Budget Reports
Updated
by
Vanessa Borges
Budget Reports
- Click Finance > Budgeting > Budget Reports.
- Click Report Type.
- Select the report type from the dropdown menu. Options include:
- Budget Reports: Monthly comparison of your budget versus actual expenses or revenue
- Proposed Amendments: Overview of all proposed budget changes
- Proposed Budgets: Comparison of your budget and actual expenses from the previous two years, the current year, estimated year-end, and your new proposed budget for the upcoming fiscal year
- Choose Revenue, Expense, or Revenue & Expense.
- If generating a Budget Report, click Calendar Period and select the month from the dropdown menu.
- Click Generate Report.
- To export the report, click Export and select your preferred format: PDF or XLS for an Excel Worksheet.
