Report-05

Budget Report 

This report is only available for subscribers to the budgets feature.

Report-05 shows a data table with matching line charts that compare your budgeted values against your actual values over time. It's a great way to track your financial performance throughout the year.

You can customize the report in several ways:

  • Pick the Budget Version you want to use.
  • Group the data by different options like site, meter, or other categories.
  • Use filters to include or exclude certain data depending on what you want to see.

Reporting accuracy for YTD totals

You may notice a discrepancy in Report-05. Monthly values for use, cost, and unit cost are rounded to the nearest whole number, while YTD totals show the raw, unrounded values.

Set your filters for Report-05

  1. Choose the Budget version.
  2. Decide how you want to Group by.  
  3. If you want all inactive and active accounts remove the filter Account is active.
  4. If you want all bills (vendor bills and chargeback bills) remove the filter Bill is from external vendor.

Available filters for Report-05

Required filters for Report-05

  • Budget version
  • Group by
  • Show unit cost

Optional filters for Report-05

  • Account is active - If this filter is not included, includes both active and inactive accounts are including in the report.
  • Accounts in cost center code - use this filter to include accounts directly under one or more cost centers.
  • Accounts in cost center name - use this filter to include accounts directly under one or more cost centers.Bill is from external vendor.
  • Bill is approved
  • Bill is from external vendor - When this filter is not selected, the report includes data from both vendor (external) and chargeback (internal) bills.
  • Bill is void - if this filter is not included both void and not void are included.
  • Building code
  • Building name
  • Commodity
  • Commodity category
  • Exported to AP
  • Exported to GL
  • Held from accounting export
  • Meter code
  • Meter group - Lets you filter the report to a specific group of meters.
  • Site group - Lets you filter the report to a specific group of sites.
  • Topmost cost center code - When you use this filter you are selecting the topmost cost center you want to be included. When you set a topmost cost center it is the highest level of the accounting tree used, this lets you select a subset of data for reporting.
  • Topmost cost center name - When you use this filter you are selecting the topmost cost center you want to be included. When you set a topmost cost center it is the highest level of the accounting tree used, this lets you select a subset of data for reporting.
  • Topmost place code - Select the topmost organization or site you want to be included. When you set a topmost organization or site it is the highest level of the facilities tree used, this lets you select a subset of data from your tree for reporting.
  • Topmost place name - Select the topmost organization or site you want to be included. When you set a topmost organization or site it is the highest level of the facilities tree used, this lets you select a subset of data from your tree for reporting.