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budgets in transactions report
budgets in transactions report
Last post 11-19-2008 9:24 PM by
Cheryl Hair
. 3 replies.
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11-16-2007 10:00 AM
Stu Koop
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1
Organization: Holy Names University
budgets in transactions report
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In FE 7, I am trying to provide a report to my budget managers that lists the transactions for an account (standard stuff: amount, jrnl ref, etc) AND the total budget for that account. Various reports do this at a summary level but I have been stymied for this report at a transaction level. The closest I have come to this target is to merge two queries - the first based on accounts and the second based on a budget scenario - but the merge query does not actually do what it is supposed to do, i.e. provide all of A and all of B. Of course, should I be successful in creating the correct set of records, I then get to use Crystal Reports to finish the process.
Thoughts, suggestions.
Stu Koop
Holy Names University
Filed under:
Reports
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Transaction reports
,
Budgets
11-16-2007 10:52 AM
In reply to
Dale Katsuyama
Posts
5
Organization: St. Jude Memorial Foundation
budgets in transactions report
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G/L report - on the format tab highlight "detail"; use the "budget scenario category" and "include fiscal year" category. This report will show transactions, total budget, and remaining budget.
02-07-2008 11:13 AM
In reply to
Claudia Oliveira
Posts
2
Organization: Baptist Child & Family Services
budgets in transactions report
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Thanks. This was very helpful. I have used blackbaud for years and overlooked this option. Do you know of way to do the same thing for project reports? Claudia Oliveira Baptist Child & Family Services
11-19-2008 9:24 PM
In reply to
Cheryl Hair
Posts
16
Organization: United Way of Greater Knoxville
Re: budgets in transactions report
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did you find a way to handle the projects piece?
Page 1 of 1 (4 items)