Multi-Year Budget to Actuals Report

This report is particularly useful for tracking grant expenses. It shows activity over several years and allows you to drill down into specific years. It uses the default Dashboard budget for all years.  

Multi-Year Budget to Actuals Specific Criteria:

• Multi-Year - When selected and a Dimension filter is applied, the report will display all budget to actual data for all years and provide a Information icon to view the specific month data.
• Start & End Date - Utilize to define a specific date range, for example, a grant that may span multiple fiscal years.
• Detail - provides a drop down to choose All Dimensions or Expand
  • All Dimensions - when rows are set to a Dimension or Account Category clicking Expand will display the sub-departments with the appropriate sub-totals
  • Expand - when rows are set to a Dimension or Account Category clicking Expand will display the sub-departments as well as accounts within the department and sub-departments as well as the appropriate sub-totals.

Multi-Year Budget to Actuals Generic Criteria:

• Ending Date - Will show months in the fiscal year through the ending date.
• Months - determines how many months of data will be reviewed with the most recent being the ending date. This will default to the month in the fiscal year that corresponds to the Ending date. 
• Budget - Allows the user to choose which budget to compare actuals to. By default, non-admin-users will only see the default budgets. 
• Rows - Controls the grouping of data on the rows. The rows can be set to Accounts, Account Categories, or any of the dimensions within the system.
• Include Excluded Data - will show Accounts or Dimensions that are set to Excluded via the Setup section.
• Dimension Filters - when applied, will filter the report to the selected dimension. When a top-level dimension is
•  selected, the report will show all sub-dimensions.
• Account Category - when applied, will filter the report to the selected Account Category
• Load - refreshes the report with whatever criteria have been applied
• Export - Most reports can be exported to either MS Excel or PDF.