Budget Reporting - Planner Summary

Modified on Wed, Nov 6 at 11:55 AM

The Planner Summary is the reporting tool for the budgets you create in Martus. It provides very flexible filtering and view options. This article considers the basic steps for viewing, adjusting and exporting the various reports, as well as an overview of what each report shows.

Anatomy of the Planner > Summary Page

Report Selector - Select a report from the Select Report dropdown, and wait for the selected report to load before proceeding.

Report Criteria - Once you have changed the report criteria, click Load to apply the changes. Note that any changes to the report criteria will be sticky as you move from report to report. For example, if you have a filter applied in one report, when navigating to another report, that same filter will be applied until you change it.

The most utilized options include:

Year - Specify the year for the report.
Budget - This is set to the default Planner budget for the chosen Year. If you have permissions in Martus to view more than the default Planner budget, you will see other budgets in this drop-down if they exist for the year in scope.
Rows - Group rows by other options such as viewing the rows by a dimension rather than by account.
Columns - Group columns in different ways such as other date groupings or by dimension.
Dimension filters - These are unique to your system configuration. In the example below, we have Corporation, Department, and Project-Grant.
Account Category - Select the desired account grouping.
Export (xlsx) & Export (pdf) - Export the report in either Excel or PDF format.

Planner Summary Reports Descriptions

Planner Summary - An overview of the budget by month. Set the rows or columns as needed to display the data differently. If the rows are set to Account, you can click on the link to review all worksheets utilizing that Account.
Budget Analysis - Will compare the current year Planner budget, the previous year Dashboard budget, and actuals. Set the rows to Accounts or Dimensions. Note: For this report to work, you must have two budgets in adjacent years.
Prior Year Budget Comparison - Displays a column per month of the current year's budget, last year's total budget, and a comparison column. Rows can only be set to Accounts.
Side-by-Side Budget and Actuals Comparison - Allows a user to pick multiple budgets and/or actuals and compare them. Can set the rows to Accounts or Dimensions and hide or display the Difference columns.
Planner Summary by Worksheet in Excel - Will export the entire budget to Excel with a sheet per Planner Worksheet.

Frequently Asked Questions

Is there a report that will include all budget line notes from all worksheets?
Yes - At the bottom of the Planner Summary report is the Detailed Budget Analysis Report. Choose an optional Dimension to sub-total by and click on "Detailed Budget Analysis Report" to create an export.
Can I print reports?
Yes - You can print any report using the Export function to export the report to PDF or Excel. Then, print your report from within the desired program.
Departments are one of my dimensions. Can I see just a total row by department rather than income & expenses?
Yes - Utilize a report such as the Planner Summary and set the Rows to Department View or Department View Gain/Loss (you can replace "Department" with any dimension in your system). The Gain/Loss view will provide one line for the dimension selected, netting all Income, COGS, Expense, Other Income, and Other Expense into one line.
Can I view more detail such as a hierarchy or second dimension?
Yes - Utilize a report such as Planner Summary. Set the rows to a Dimension and click Load. Then utilize the Expand or All Dimension buttons. Expand will show all parent/child relationships with sub-totals as well as the accounts under each section. All Dimensions will show all parent/child relationships. Example: Rows set to Department > Expand:

Use the link below to move through the Learning Path.

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