Planner > Summary > Planner Summary Report with Detailed Budget Analysis Export

The Planner Summary report can be filtered to a particular Year and Budget. (Only default and viewable budgets are available for non-admins.) You can also select the rows and columns, and filter on dimensions.

The Rows dropdown allows you to select from the following:

• Account View Summary - Lists budget totals by account. You can drill down on any account to see all of the budget worksheets that use that account and access any notes on those budget items.

• Account Category View Summary - Lists budget totals by account category. Any accounts that are not assigned to a category are grouped in the [Blank] category.

• Dimension View Summary - Provides total budget information by the selected dimension, with separate sections for Income and Expense. For nested dimension values (parents and children), the totals are shown at the parent level. Click All Dimensions to see budget totals for all child dimensions, rolled up to the parents. Click Expand to see account-level budget detail within each child dimension, rolled up to the parents.

• Dimension View Gain/Loss - Options summarize the budget in rows for each defined dimension. Click Expand to see account-level budget detail within each child dimension and rolled up to the parent.

The Columns dropdown allows you to select months or any dimension listed.

If you select a dimension filter, you can also choose a different dimension and click Load Second Dimension to summarize information by one dimension within another (for example departments within locations).

Detailed Budget Analysis (xlsx) Export

Export the Detailed Budget Analysis report to see a detailed report showing the entire budget, along with notes. Select a dimension to subtotal, if desired, and click Detailed Budget Analysis (xlsx). The Detailed Budget Analysis report shows all of the worksheet notes for a budget, including notes from SPW lines that post to that worksheet.