Printing a Budget Report - YTD

Once you have entered all of the required information needed to generate a year-to-date budget report, a Select An Option window will appear, allowing you to choose to EXIT the process, to PRINT using the Net•Yield standard format (NET YIELD FORMAT), or print with user defined custom formats (if you have previously defined any). Select the option you want.

Command options will appear allowing you to print the year-to-date budget report or choose from a set of other print options.

Note: Multiple custom budget formats may be defined and used. To define a custom format, design and build it in Financial Statement Formatting.

The following columns print on the Year-to-Date Budget Report:

• Acct (Account) – The account number

• Cost Center – The cost center
• Account Description – The description or name of the account
• Prior Year-to-Date – The prior year actual figures and percentage for total revenue and expenses, represented in dollars and percent
• Current Period – The current year actual figures for revenue and expense, represented in dollars and percent
• Current Year-to-Date – The current year-to-date totals for revenue and expenses, represented in dollars and percent of sales
• Annual Budget – The total annual (whole year) budget amount specified for each account (if annual format of report is selected), represented in dollars and percent of sales
• Annual Budget Year-to-Date – The total amount budgeted year-to-date (if YTD format is selected), represented in dollars and percent.
• Variance – Current period compared to current period budget values selected, represented in dollars and percent.

Note: Report rows will print based on either the standard Net•Yield format (NET YIELD) or defined custom formats.

Note: The report will display any account for which there is either a non-zero budget value assigned, or non-zero activity in that period. If there is no budget value assigned and no activity for that account, the account will not print on the report.

Important: If you want to collapse the cost center rows, subtotal the report by cost center, or toggle the last column between Annual and YTD Budget Values, you must specify this when setting up the report.

For more information on the Budget Reports - Year-to-Date option see Budget Report - Year-to-Date.

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