Budget Summary Report - Account

General Ledger Menu -> Reports -> Budget Summary Report by Layout -> Summary Report By 'Account' -> Budget Summary Report by Account

This option can be used to report on the budget for one year.
The budget amounts print in a total per account, or for one division at a time.

Budget information can be captured by month and division in the Budgets table.

The prompts are:

SUMMARY REPORT BY

Select one of the following format options to define the account selection:

• Select Account to generate the Budget Report for all accounts in the range.
• Select Layout to generate the Budget Report for the accounts defined in a selected layout as outlined in Budget Summary Report by Layout.

The default displayed reflects the last type of Budget Report that was run.

Standard Budget Summary Report selection filters:

FROM ACCOUNT NUMBER

Leave this field blank to include all accounts, or type in the beginning account number to narrow the report, or select it form the G/L Account Search window.

TO ACCOUNT NUMBER

Leave this field blank to include all accounts or select the ending account number.

YEAR START (MM/YYYY)

Accept the default year start date, or over-type it with the desired start date.

To over-type the Year Start, type in MMYYYY without the slashes.
e.g. for August 2010, type in 082010

DIVISION OR ALL

Type ALL to include all divisions and to result in one total per month per account, or select a specific Division from the drop-down list to only print budget amounts for this division.

ACCUMULATE MONTHLY AMOUNTS

Uncheck this box to print each monthly amount per account.

Check this box to have the monthly amounts accumulate and to produce a running total instead of each monthly amount per account.

Accumulating Example:
Month 1 will show only the budget amount for month 1.
Month 2 will show the budget running total of month 1 and 2 summed together.
Month 3 will show the budget running total of month 1, 2 & 3 summed together, etc.

REPORT OPTIONS

This value defaults to the operator preference as defined in Operators.
Select one of the output options to Print a report or export the data to Excel as outlined in Report Options.

Finished?

Click the ACCEPT button to begin printing the report, or CANCEL to abort.