Budget and General Ledger Reports

This guide covers navigating to the two reports on the Transactional Reporting Table of Contents, the differences between them, and how to run them. The Budget Details by Fiscal Year Report and Budget Details by Period Report provide details about your organization’s Fiscal Year budget.

This guide covers navigating to the two reports on the Transactional Reporting Table of Contents, the differences between them, and how to run them. This report provides a budget to actual summary for organizations to show activity by period over time. Use this report for planning purposes and to compare budget amounts against actual balances at a high overview level. It is recommended to use the Account Analysis Report to view more specific activity details.

This report provides a budget to actual fiscal year summary for organizations to show consumption by period over time. Use this report for planning purposes and to compare budget amounts against actual balances at a high overview level. It is recommended to use the Account Analysis Report to view more specific activity details.

This QRG covers locating, running, and filtering results for both reports. This report provides a budget to actual summary for organizations to show activity by period over time. Use this report for planning purposes and to compare budget amounts against actual balances at a high overview level. It is recommended to use the Account Analysis Report to view more specific activity details.