Report-05

Budget Report 

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

A data table with line charts that compares budget and actual values. You can select the budget version and group the report in many different ways including by building and meter. This helps you track your performance throughout the year.

Set your filters

  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.
  5. If you want all to include all bills void and not void, remove the filter Bill is void.