General Ledger Support Document

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R. Reports Menu: B. Comparative Budget Report

Table of Contents


Comparative Budget Report

The "General" tab

The "Accounts" tab

The "Export Options" tab


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Click on "R. Reports Menu" from the Main Menu and the following window will appear:

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Click on "B. Comparative Budget Report" from the Reports Menu and the following window will appear


Comparative Budget Report


The "General" tab

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  1. Report Groups : Select whether you want the report to show Revenues, Expenditures or Both. The option of both is dependant on the design of your chart of accounts.
  2. Use two line format? : The two line format allows for current year actual or anticipated values to be added to the report by placing the account number on a line above the description and values.
  3. Skip Header Accounts : Header accounts are defined by incomplete account numbers that the system determines you want all like accounts match what has been defined to sub-total upon. Selecting "Yes" removes the sub-totals.
  4. Suprress detail to header accounts : Selecting "Yes" will cause the system to report on header accounts defined and all accounts without header accounts defined.
  5. Suppress accounts with zero balance : You can choose to remove from reporting an account when it has a value of zero in both last year and this year for budget, actual and encumbrance.
  6. Suppress the following : You can include the current year actual or anticipated balances by suppressing the account number or description if you do not use the two line form.
  7. Include Budget Notes : Choose "Yes" to have this report include Budget Notes that can be entered during Budget Maintenance.
  8. Include Account Notes : Choose "Yes" to have this report include Account Notes that can be entered in Account Maintenance.
  9. Suppress non-postable accounts w/zero balance : You can have the system remove from reporting inactive accounts that have zero like in item 4. This option stops the inactive accounts from reporting. Item 4 would stop all zero balance accounts from reporting.
  10. Show next year budget as a blank line? : This option allows reporting the remaining balance on each account.
  11. Show Budget change as? : The report can include the original budget and the adjustment value along with the final budget value on the report. This is useful if you post final budget and perform budget adjustments formally.
  12. Page Break After : Click to choose when a new page is started. The option for page breaks depends on the design for your chart of accounts.
  13. Preview : Click this button to preview. Refer to GENERAL PREVIEW for more information.
  14. Print : Click this button to print. Refer to GENERAL PRINTING for more information.
  15. File : Click this button to save on this computer. Refer to GENERAL FILE for more information.
  16. Cancel : Click "Cancel" to cancel and return to the previous screen.

The "Accounts" tab

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  1. Specify Fund Range : This option appears for all charts of accounts. Type in a beginning and ending fund number range to further restrict the reporting if desired. Items 2 through 5 will vary according to the design and descriptions for your chart of accounts definitions.
  2. Specify Group Range : Enter a beginning and ending value range to further restrict the reporting if desired.
  3. Specify Department Range : Enter a beginning and ending value range to further restrict the reporting if desired.
  4. Specify Object Range : Enter a beginning and ending value range to further restrict the reporting if desired.
  5. Specify Sub-Object Range : Enter a beginning and ending value range to further restrict the reporting if desired.
  6. Preview : Click this button to preview. Refer to GENERAL PREVIEW for more information.
  7. Print : Click this button to print. Refer to GENERAL PRINTING for more information.
  8. File : Click this button to save on this computer. Refer to GENERAL FILE for more information.
  9. Cancel : Click "Cancel" to cancel and return to the previous screen.

The "Export Options" tab

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  1. Path : Type in the location of the folder you wish to save this report in when you export. You may click "Browse" to locate the folder.
  2. File Name : Type in the name that this report will be saved as.
  3. Export in Excel Format OR in Text Format : Click to choose whether this report will be exported in an Excel Format or in a Text Format.
  4. Preview : Click this button to preview. Refer to GENERAL PREVIEW for more information.
  5. Print : Click this button to print. Refer to GENERAL PRINTING for more information.
  6. File : Click this button to save on this computer. Refer to GENERAL FILE for more information.
  7. Cancel : Click "Cancel" to cancel and return to the previous screen.


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