This report displays all rows of data within Martus. Each row is a unique combination of account and dimensions. This report will display all actuals through the Ending date, the total YTD, budget YTD, and compares the YTD actuals to the annual budget.
This report can be found in Dashboard > Financials > choose 'Detail Analysis' in the drop down
Detail Analysis Specific Criteria:
- Periods - Controls how many months the report will display. Will default to the months that have elapsed in the fiscal year.
Detail Analysis Generic Criteria:
- 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.
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