Worksheet Budget Comparison

Modified on Fri, Mar 22, 2024 at 6:02 PM

The Worksheet Budget Comparison report will show all worksheets (unique combinations of sheet dimensions) where there are either budget or actuals. This report will demonstrate where actuals maybe that either need to be budgeted for or transactions may need to be re-classified. 




Worksheet Budget Comparison Report Criteria:

  • Ending Date - Will show actuals in the months through 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. 
  • 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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