New budget not showing up on my reports

Susan Trippe
Susan Trippe
Kudos 4 Fourth Anniversary Name Dropper Participant
in Blackbaud Financial Edge NXT® General Discussions

My budget column numbers are all zeros when I try to run reports using the new budget scenario I uploaded today. I made sure I chose the new scenario when running the report so it doesn't seem to be that. I uploaded using the Excel Budget Creator, which I've been using for several years and never had this problem until this year.

Comments

  • Gabriel Cruz
    Gabriel Cruz
    Kudos 1 Name Dropper First Anniversary Facilitator 1

    @Susan Trippe
    If you're using the same scenario name in the budget parameter, I don't see any reason it shouldn't work. That seems odd.

  • Susan Trippe
    Susan Trippe
    Kudos 4 Fourth Anniversary Name Dropper Participant

    @Gabriel Cruz
    I ran my report again this morning and the budget is now showing up. I'm wondering if there is some kind of update that runs overnight? If that's the case, the support people should know that. I had a long chat with support about this yesterday, and that person had no idea what was causing the problem. They even suggested that I should create a new Chart Organizer. I've never had to do that before…Anyway, it's finally showing up on my reports so I can move forward.

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

    @Susan Trippe
    no , once the budget is in and saved, the report can see it immediately. Hard to troubleshoot after the fact now that it's working but in my experience it's usually a column setup issue, particularly if using a saved report. While using same budget scenario but if there is a filter on the report/ column, or the date on the budget column didn't update to new FY budget, are the most likely culprits

  • Susan Trippe
    Susan Trippe
    Kudos 4 Fourth Anniversary Name Dropper Participant

    @Kevin Brazell
    That was not the case with this one. I haven't made any changes to the report setup since yesterday, but suddenly it is working this morning. I had this same problem about a week ago with an earlier version of our new budget, but the budget finally started showing up on the report after a couple of hours. Very weird.

  • Elizabeth Herb
    Elizabeth Herb
    Name Dropper First Anniversary Facilitator 1 September 2024 Monthly Challenge

    @Susan Trippe
    I am having the same issue! I guess I will wait and see if it magically appears tomorrow morning. ?

  • Susan Trippe
    Susan Trippe
    Kudos 4 Fourth Anniversary Name Dropper Participant

    @Elizabeth Herb I'm glad to know I'm not crazy ?

  • Gabriel Cruz
    Gabriel Cruz
    Kudos 1 Name Dropper First Anniversary Facilitator 1

    @Kevin Brazell
    I am experiencing the same issue that Susan encountered. Could this be a glitch?

    Screenshot 2024-09-25 124351 - annual budget.png

  • Gabriel Cruz
    Gabriel Cruz
    Kudos 1 Name Dropper First Anniversary Facilitator 1

    @Kevin Brazell

  • Gabriel Cruz
    Gabriel Cruz
    Kudos 1 Name Dropper First Anniversary Facilitator 1

    @Susan Trippe
    If you encounter this issue again, go to the budget variables in your report query, delete the variables, and then reinsert them. That should solve the problem. I've had the same issue, and this method has worked for me.

  • Yolanda Brumfield
    Yolanda Brumfield
    Facilitator 1 Name Dropper

    I know this is an old post, but I'm searching chats for this precise issue. I created a budget, it showed up in the report. I made a change to the chart organizer - adding a section, the section didn't show up in the report. Neither did the budget that was previously showing. The new section had nothing to do with the budget that was just created. I reran the report a few times, removed/changed the chart organizer, added the chart organizer back to the report, refreshed the browser and eventually, the report generated as intended. Jump forward a few hours, the budget and the new report section are no longer populating on the report. Get up this morning, the report runs. I needed this report to send out last night. It's unacceptable that you have to wait overnight for changes to applied.

  • Yolanda Brumfield
    Yolanda Brumfield
    Facilitator 1 Name Dropper

    Actively having this issue. Reports were generating fine, then minutes later my budget columns are all $0. This is affecting all reports.

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