YTD Budget Comparison

This report can be found under Dashboard > Financials > YTD Budget Comparison

This report can also provide a budget-to-actuals comparison for the entire life of a specific grant or project. 

YTD Budget Comparison Report:

• Multi-Year - When 'Multi Year' is checked and a Dimension filter is applied, the report will display all budget to actual data for all years available. Multi year will only work if a dimension filter is applied. 
• Start & End Date - Utilize to define a specific date range, for example, a grant that may span multiple fiscal years.

General Report Criteria available within the Income Statement report:

• 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.