PSA L&P - Reports: How to get a budget report that shows next year's budget

How to get a budget report that shows next year's budget

The Statement of Activities Report found under Ledger and Payables, Reports provides an option to print a column for Next Year Budget (same month).

Only transactions which meet the criteria marked under Report Options will print.


In addition to the Report Options filter, the report may also be filtered as follows:

  • If items in the Entity section are highlighted, only the highlighted item(s) will print. 
  • If items in the Activity Account Dimension Filters section are highlighted, only the highlighted item(s) will print. 

In the Statement of Activity Print Columns section, choose the columns to print. To include next Year's Budget, there is one option available called Next Year Budget(same month).  In any remaining columns choose "Blank Column."

 

As with all reports:

  • Define Report Group Sections & Sorting
  • Choose the Report Format, Report Options, Font Size.
  • Enter a Report Subtitle and Report Notes (optional) 

 

 

 

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