Report-07 

Budget vs Actual Spreadsheet

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

An Excel report with that compares budget to actual values. This report gives you a complete view of your organization and makes it easier to compare budget to actual values for meters or buildings throughout the year.

Set your filters for Report-07

  1. Select the budget version for the report.
  2. Decide how to group the data for the report.
  3. Do you want to include only Active accounts? If this filter is not included your report includes both active and inactive.
  4. Include Bill is from external vendor?
  5. Include or not include void bills?

Available filters for Report-07

Required filters for Report-07

  • Budget version - select a version to use for the report.
  • Group by - decide how to group the data, by meter, organization, or site.

Recommended filters for Report-07

  • Account is active - If this filter is not included, includes both active and inactive accounts are including in the report.

Optional Filters for Report-07

  • 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
  • Include accrual bills
  • Meter code
  • Meter name
  • 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.