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Create a Custom Budget Report
- Click Reports on the top menu bar.
- Select Budget Report (Customizable).
- Use the Presets drop-down menu to use a report you have previously saved as preset.
- Enter the Fund, Starting Account (for a range), or Pattern in the textbox.
- Enter the Print as of date, if applicable.
- In the Show Only section, select the account types you want on the report.
- In the Include Columns section, choose which variables you want as columns on the report by placing a checkmark in its box.
- Reorder the position of the columns by using the Move Up and Move Down buttons.
- Formula (optional) will create a new column on the report, based on the formula written in the box.
Report Options
- The Options section includes printing options.
- Include Custom Sub-Totals option allows you to put custom sub-totals on the report.
- Enter the Sub-Total Mask, then place a checkmark in the Sort by Mask box. Once you have created the Sub-Total Mask, the additional options will become available.
Additional Features
- Export to Excel (beta) button will export the report into an Excel worksheet. This is a new feature and still being tested.
- The Link to another report button will include multiple reports on the same run.
- When linking multiple reports, the second report links to the first report. The third report would link to the second report, and so on. The first report is the only one that should be published to the web. When the web user runs the report, the original and linked reports will appear as one.
- If you click the Save As Preset button, enter a Report Title, then choose the publish options.
