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

  • Budget version
  • Group by

Recommended filters

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

Optional Filters

  • Accounts in cost center code
  • Accounts in cost center name
  • 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 group
  • Meter name
  • Site group
  • Topmost cost center code
  • Topmost cost center name
  • Topmost place code
  • Topmost place name