Modify the Budget Report

To modify the Budget report:

  1. In the Home window, open the Report Center. Select Financials, and then Budget. Click Modify this Report.
  2. (Optional) Select the Template you want to use for the report.
  3. Select the year to report (Current year or Previous year).
  4. Select the Start and Finish periods for the report.
  5. (Optional) Select Include inactive accounts.
  6. Select the accounts you want to include in the report. Click Select All to report on all accounts in the list.
  7. (Optional) Select Show departments if you have turned on departments and want to view their budgeted amounts. Click Select Departments. (Premium)
  8. (Optional) Customize the:
  9. (Optional) Save the report as a template in My Reports.
  10. Click OK to display the report.

What do you want to do?