Budget data not showing on report

Cathy Martin

I imported 2021 budget data to the correct scenario.  When I run an income statement using that period, no data is found.  I can see the data in the budget record.  I'm only using the default chart template.


I did notice that the budget import IDs this year are drastically different that last year.  Other than accounting periods, nothing else is different.


Anyone else experiencing this?  Thoughts on where to troubleshoot?


Thanks!

Roberta A. Gilbert

Have you edited the budget column in the report to make sure it is pulling data from the correct Budget Scenario and for the correct fiscal year or period?

Christa Chandler

I am having the same problem.  I know that the Budget Scenario and dates are correct so I am at a loss as to what to do next.

Donella Robb

Did you import your budget using the Database View import function, or the NXT Excel Add-in?  I imported a Forecast Budget within the past week using the NXT Excel Add-in -- I just updated a budget report from last year with the new scenario/dates & printed a report successfully from FE NXT -- however, one revenue account # that is in the budget scenario is missing from the reports (I checked and that account IS in the Visual Chart Organizer for that report, which is strange...).  I'll submit a case to BB Support re that missing account, but otherwise the report looks fine.

Karen Raus

I am having the same issue. I create new budget scenerios in NXT direclty and add the budget info. Then I go to create a new report and add the budget column (using the new budget scenerio), the data is blank.

Nadia McKinney

Summary of my solution for this issue: Try running the report database view.

Details: I had this issue today, with the small difference that I was able to see the budget in my first run of an income statement report, but then the budget column became all zeroes on subsequent runs of the same report. I was able to restore the column to the budget amounts when I ran the report in database view, without having made any modifications to the parameters of the report or its columns.

I had uploaded the budget using Budget Creator in Excel earlier in the day, I don't know if that had an impact on the interaction between the GL and Reporting modules in WebView, but the error did not occur in database view.