Budgeting Reports
- Julie Leake (Unlicensed)
- mhigginbotham (Unlicensed)
- Frank Gambino
- Carissa Warnock (Unlicensed)
Budgeting includes a wide-range of budget reports, several of which must be configured with the Report Builder or the P&L Report Builder before they can be run.
All Budgeting reports are located in the Reports menu, where you can select/specify options (such as Dataset Type Selection), display, and print the reports. They may be viewed or printed at any time, but most reports are run after editing has taken place.
Categories of Budgeting reports
This table describes the Budgeting reports by category.
| Category | Description |
Owners Reports | Owner Reports give you an overview of how a property is performing by displaying profit center totals. |
Periodic Reports | Periodic Reports are used to view and/or compare budgets. These reports calculate variances which evaluates your division/department's performance. These reports are generally designed to provide 12 months of data. |
Comparative Reports | Comparative Reports are designed to help you review performance from a variety of perspectives. Generally speaking, the comparative reports let you compare two or more data sets (budget vs. actual, actual vs. flex) for selected time frames. These tools are designed to help you critique performance and assess trends or tendencies.
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KBI Reports | KBI Reports compare actual KBI numbers to the forecast amounts so you can evaluate your forecasting. For example, you can compare KBIs (such as available rooms) for the current year to previous year totals. These reports provide a wide range of information. |
EPEP Accounting Reports | EPEP Accounting Reports view the values that have been posted to the GL by the source from which they were posted which may include Revenue, Payroll, Accounts Payable, etc.. This is especially helpful if you have several people working on the same budget and information needs to be shared. |
System Setup Reports. | System Setup Reports show the "backbone" of Budgeting. These reports display, in detail, the components that make up a calculation. You can see information such as the entire P&L tree and how it is structured.
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Other Reports. | Other Reports contain links to miscellaneous reports that don't fit into another category. |