Generating Budget Summary Report

How to generate a budget summary report?

Budget Summary Report will show the budgeted amount and actual usage amount for each category based on the chosen building, year and month.

To generate a budget summary report

1. Select Budget Summary under Fixed Report from the Menu.
2. Input the search criteria that you preferred such as building, year and month.
3. Click on the Search button.

4. A new tab will appear that contains the budget summary report based on the search criteria.
5. The report will entail the following:
   • Expenses – This will show the various budget categories based on the search criteria.
   • 2022 Budget Amount – This will show the entire year budget amount for each of the budget categories.
   • Month Actual – This will show the amount used for these budget categories in the chosen month.
   • YTD Actual – This will show the accumulative amount used for these budget categories from the beginning of the year to date.
   • YTD Budget – This will show the accumulative amount budget for these budget categories from the beginning of the year to date.
   • Balance –  This will show the amount left for these budget categories. It will be using the 2022 Budget Amount to deduct YTD Actual.

More on this topic

• For step-by-step guides to using the Fixed Reports module, see Fixed Reports Module.