- Click the Budget Report button.
- Fill out the report form.
- Select the data year. If you need to get information from a prior year, use the dropdown menu to select the year.
- The FROM field is where you enter the account number. The TO field is optional, as it is used if you need to information on a range of accounts.
- Select an As of Date. If you do not, it will run the report as of “Now”.
- Select the budget report you want from the drop down menu.
- Choose any filters.
- Click Run Report.
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