CNA Reports - Budget Reports

This article will provide information about reports that have budget information, some of which are not in the Reports/Budget section

The standard budget reports available in CNA can be found in Ledgers and Payables Reports Budget

Budget Worksheet

Monthly Budget/History

Statement of Activities

Statement of Activities with Date Range

Statement of Activity by Entity

Statement of Activities Columnar by Level

 

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The Budget Worksheet and be printed in detail or summary and the report columns are:

 

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The Monthly Budget/History report has the following options:

 

Other reports in the system have options that provide information about budgets:

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The Statement of Activities:

  • allows up to 9 customized columns
  • has many budget column options
  • you can order the columns however you would like to
  • the report format can be either Detail or Summary
  • report column options are:
    • CM budget
    • NY month (as of same month as current)
    • NY + 1 (as of same month as current)
    • YTD budget
    • Annual budget
    • LY Annual budget
    • NY Annual budget
    • NY + 1 budget
    • CM budget vs. current month actual
    • CM as a % of month budget
    • YTD budget vs. YTD actual
    • Annual budget vs. YTD actual
    • Annual budget less YTD budget
    • YTD actual as a % of YTD budget
    • YTD actual as a % of  Annual budget
    • YTD budget as a % of Annual budget
    • YTD LY budget
    • YTD budget LY less YTD budget this year
    • Annual budget LY less Annual budget this year

[CM=Current month, NY=Next year, YTD=Year to date, LY=Last year]

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 The Statement of Activities with Date Range has the following budget column selections:

 

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The Statement of Activity by Entity and the Statement of Activities Columnar by Level have an option to print the report Budget or Actual.

Related Articles

How to print a budget report with only the current year budget

 

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