Budget Analysis Report

The Budget Analysis Report is a user-defined report for budget analysis. The user can select the criteria for the report and save it. The report will display only the accounts that the user has access to. Outstanding POs will display on the Budget Analysis Report regardless of whether or not the associated account has any other transaction history for the same year/period. The Budget Analysis Report will now use PO Order Date instead of Delivery Date when generating the report.

Select the fiscal year from the Fiscal Year drop-down list.
Enter or select a date range using the Calendar feature in the From and To fields. The months will default to July and June.
Select an option from the Group by drop-down list.
Check the 13th Month box to include those in the report.
Check the Exclude zero balance accounts box to omit zero balance accounts from the report.
Check the Summary Only box to include only a summary in the report.
Select the element from the Element drop-down list.
Select range or equals from the Filter drop-down list.
Enter a range in the From and To fields.
Check the SubTotal box, if desired.
Check the Page Break box to have a page break after each fund type.
Click the link to add additional Elements to the Budget Analysis Report.
Click the button to create the report.
Click the button to export the data to Excel.

Sample Budget Analysis Report

sample budget analysis report

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School LINQ Help, updated 01/2021