Budget to Actuals report that pulls detail

Tamara Brown
Tamara Brown
Name Dropper First Anniversary Facilitator 1
in Blackbaud Financial Edge NXT® General Discussions

Hello - Anyone know how to create a budget to actual report that will pull the detail for summarized numbers by project code and showing account code. Something I can run monthly?

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  • Kevin Brazell
    Kevin Brazell Blackbaud Employee
    Tenth Anniversary Kudos 5 First Reply Name Dropper

    @Tamara Brown

    you'd want to run a detail oriented report, the General Ledger Report. You can include a budget and the time frame for it. It doesn't match an IS setup , it will show actuals details, then at the end show a budget remaining percentage. Not identical in report formatting but then again the reports are measuring different items. Add the budget on the Content section when setting up the General Ledger Report.

  • Tamara Brown
    Tamara Brown
    Name Dropper First Anniversary Facilitator 1

    @Kevin Brazell
    Thanks Kevin! I'll try that and see how that works! Much appreciated.

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