Many of the Budgeting reports require configuration before they can be run. By configuring these reports, you control what data is displayed by organizing report lines into a different structure than the Configure/View Budget structure/tree. You only need to configure a report once. When you click the Save icon, the configuration is saved and will be used every time you run the report. If needed, you can edit the configuration.

The following reports require Report Builder configuration:

• Budget Labor Productivity
• Calendar Year Forecast Summary
• Forecast Performance Analysis
• Hotel Financial Report
• Key Operating Stats
• Owner Reports (Owner By Period Report and Owner By Total)
• Payroll & Related
  

Report Line types include:

• Group Total—Group budget lines, KBI lines, and calculated lines under one header as well as display a total for the line in the report.
• Budget Line—Select which budget lines you want to be displayed in the report. (You can select multiple budget lines by using Shift or Ctrl.)
• KBI—Select which KBIs you want to be displayed in the report. (You can select multiple KBIs by using Shift or Ctrl. These lines are displayed in the report with their values.
• Calculated—Create calculated report lines that are ratios between two items.
• Page Break—Creates a page break. When you add a Page Break, it is automatically placed at the bottom of the list. You can use the Up/Down arrows to put the page break in the correct location.

Toolbar Icons

Using the Report Builder

To configure a report:

1. Select Budgeting from the main drop-down menu.
2. Select the Report Builder from the Actions menu (gear icon).
3. Select the report you want to configure.
4. Click the New icon.
5. Select the type of report line you want to create or select Page Break.
6. Select OK and proceed to the appropriate section for the type of line you chose.
   • Group Total Report Lines
   • Budget Line Report Lines
   • KBI Report Lines
   • Calculated Report Lines