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Declining Balance

The Declining Balance report is used in conjunction with the EPEP function (Expected Period end Profitability) to help you track expenditures based on your original budget for the month / period. This report requires that your system be set up to import or load actual results during the course of the month.

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Displays the variance between the budget for the month and the actual results period-to-date.

Report Options

OptionDescription

Display

Allows you to choose Choose additional options to be displayed in the report.

  • Summary-Rollup Level P&L View. Displays —Displays budget line totals by period.
  • Detail-Account Level Data. Displays —Displays amounts and KBIs by detail for each by profit center.
  • Lines with Zero Values. Allows you to display —Display all budget lines even if the data entered is zero.
  • Comments. Displays —Displays any comments that are associated with the line.
  • Budget Lines. Displays —Displays the selected the budget lines.

Dataset

Allows you to select Select the data you wish want to be displayed. Datasets consist of a Year and Type of data that are grouped in an organized manner.

  • Year. Select —Select a year of dataset.
  • Type. Select —Select a type of dataset.
  • Period. Select —Select a period of dataset.

Variance

Select to view the variances as Dollars or Percentages.

Running the Report

To run the report:

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Dollars or Percentages

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Related topics: