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. Use the All Dimensions button to see budget totals for all child dimensions, rolled up to the parents. Use the Expand button 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. Use the Expand button to see account-level budget detail within each child dimension and rolled up to the parents.

Whenever a category or dimension view is chosen, click on any row to get an account view tab for that dimension.

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

The Columns dropdown allows you to select any dimension listed to use that dimension as the column headings.

At the very bottom of the Planner Summary report is the option to export a Detailed Budget Analysis Report. Select a dimension to Subtotal, if desired. This is the only report where you can see all of the worksheet Notes for a budget.