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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
    • Not Ranked
    • Posts 1
    • Organization: Holy Names University

    budgets in transactions report

    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
  • 11-16-2007 10:52 AM In reply to

    budgets in transactions report

    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

    budgets in transactions report

    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
    • Top 500 Contributor
    • Posts 16
    • Organization: United Way of Greater Knoxville

    Re: budgets in transactions report

    did you find a way to handle the  projects piece?

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