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.

Report-05 is available as: PDF

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 - Select the budget version to use for the report.
  • Group by  - Use the Site and Commodity option to report on each site by commodity. This could create a lengthy report and you may want to select a topmost place or site group. The Commodity option consolidates and reports on each commodity. The Meter option reports on each meter in your system. This could create a lengthy report and you may want to select a topmost place or building group.
  • Show unit cost - Select yes or no.

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 - Filter to include accounts directly under one or more cost centers. To see all the accounts at a certain level in your hierarchy use the Topmost cost center filter. This filter is not compatible with other topmost or group filters.
  • Accounts in cost center name - Filter to include accounts directly under one or more cost centers. To see all the accounts at a certain level in your hierarchy use the Topmost cost center filter. This filter is not compatible with other topmost or group filters.
  • 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.
  • Site code - Filter to one or more sites. This filter is not compatible with topmost filters.
  • Site name - Filter to one or more sites. This filter is not compatible with topmost filters.
  • Commodity - This filter is not compatible with the commodity category filter.
  • Commodity category - This filter is not compatible with the commodity filter.
  • Exported to AP - Select yes or no.
  • Exported to GL - Select yes or no.
  • Held from accounting export - Select yes or no.
  • Meter code - Filter to one or more meters. This filter is not compatible with topmost filters.
  • Meter group - Filter for specific groups, to include all the group members do not set a topmost filter. You can combine with other filters if you want to refine your results.
  • Site group - Filter for specific groups, to include all the group members do not set a topmost filter. You can combine with other filters if you want to refine your results.
  • 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.