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About the Budget Notes Report

The Budget Notes report allows you to view any notes that were made during the budgeting process. This is especially helpful if you have several people working on the same budget and information needs to be shared.

...

  • Allows you to view notes made by all users during the budget process.
  • Displays the Code, Budget Line Description, Parent Line Description, GL Account and Notes.

Report Options

OptionDescription

Dataset

Allows you to select

Select the data you

wish

want to be displayed. Datasets

consist of a

display the Year and Type of data that are grouped in an organized manner.

  • Year
. Allows you to choose which
  • —Select a year of
the
  • dataset
you view
  • . 
  • Type
. Allows you to choose which
  • —Select a type of dataset
you wish to view
  • . 

Sort

Allows you to sort

Sorts the report by Budget Line or GL Account.

Running the Report

To run the report:

  1. Choose Budgeter from Budgeting from the Reports menu.
  2. Click Other and select Budget Notes. The report option screen appears.
  3. Select a Year and Type for the Base Dataset.
  4. Select either Budget Line or GL Account as the Sort method.
  5. Click the Run icon. The report is displayed.


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Related topics:

Include Page
TOC-Budgeter Reports
TOC-Budgeter Reports