- Select Budget Trial Balance in Common Reports on the Home Page.
- Confirm the year of the report by using the drop-down menu.
- Enter Fund or starting account number (for a range).
- Complete the Print Report as of field if applicable.
- Select Report Style and any filtering options.
- Click Save above setting as quick report to use run this report again another time.
- Click Get Budget Trial Report.
The report can be exported to Excel as a, .csv file, by clicking the Excel icon in the top right corner of the report.
**Customized budget reports will be included on the Report Style drop-down menu when a Customized Report is created and saved.**