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.

Planner > Summary > Budget Analysis Report

The Budget Analysis report compares two budgets from adjacent years.

Note: The use case for this report is to compare the current year's budget and actuals to the proposed budget for the following year. This report is not intended to be used to compare two budgets from within the same year. Additionally, if you select a year for which there are no budgets, the report will be blank.

The information shown includes:

• Actuals for the current year-to-date (through the current Last Closed Month). When the current year's budget is for a completed year, these actuals are through the year end.
• Year-to-date budget for the current year.
• Variance between YTD actuals and YTD budget
• Total budget for the current year
• Total budget for the following year (identified in the heading as the Proposed budget)
• Difference in totals and percentage between those two budgets
• Trailing 12 month actuals (from the current Last Closed Month). If the current year's budget is for a completed year, these actuals are for that year.
• Difference in totals and percentage between the trailing 12 months and the Proposed budget
• Current year actuals, annualized
• Difference in totals and percentage between the current year's annualized actuals and the Proposed budget

When selected, the report loads automatically with information from the default Planner budgets for the current budget year and the following year. If there is no Planner default for either or both of those years, you must select budget(s) and click Load in order to display the report. If you are an Admin user, you can also choose to use any other budgets from those years as the basis for this report.

Planner > Summary > Prior Year Budget Comparison

The Prior Year Budget Comparison report compares the current year budget vs. the prior year actuals, and displays the Over/Under difference.

You can change the year and budget, and filter on the top dimension.

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

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.

Planner > Summary > Planner Summary by Worksheet in Excel Report

You can Export a budget to Excel or PDF. Filter to specific dimensions if desired. The export will contain one Summary tab, and individual tabs for each budget worksheet.