Planner > Summary > Side-by-Side Budget and Actuals Comparison Report

Modified on Mon, Feb 24 at 3:06 PM

The Side-by-Side Budget and Actuals Comparison Report allows a user to pick multiple budgets and/or actuals and compare them. Set the rows and dimensions, and hide or display the difference columns.


Non-admins can only see actuals, default budgets, and, if the user has the permission to View Non-Default Budgets, any other budgets that have been set as viewable for non-admins.


You can compare any five budgets or actuals from any year.

• The Base Budget (or actuals) is displayed in the left-hand column and is the basis to which the other selected data sources are compared.

• The difference columns (showing the absolute and percentage difference for each line) display automatically. This is controlled by the Columns dropdown. You can hide the difference columns if you wish.

• Hover over any amount to see the absolute and percentage difference between that amount and the base.

• Click Set Base to set the selected column as the source used as the basis of comparison.

• Use the Rows dropdown to display the report by GL account, account category, any dimension, or as a net gain/loss summary of both income and expense for any dimension.

• An Export always shows the difference columns, regardless of whether they are displayed on-screen.




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