Running a Budget Report
The purpose of this documentation is to provide detailed steps regarding how to run a General Ledger Budget Report in Intacct. This process will be completed at the entity level. Therefore, when it is run, it will only show transactions for the entity (Parish) that the report was run in.
Steps
A General Ledger Budget report is a report of budget information only that reflects budgets by account and time period based upon report parameters the user selects.
ACCESSING THE REPORT
- To access the report, navigate to General Ledger > click on Budget Report under the Reports section
select the time period for the report
- Select the period of time that the budget exists
select report filters
- Select the Budget type
- Select the Accounts desired for review (e.g., range, specific accounts, account groups, etc.)
- Set Dimension filters
select report format
- Select Format. You can set the layout of the report and/or arrange how to group and display the data contained in the report.
select report generation method
- Select preferred Budget Report generation method (e.g., view, print, export, etc.)
VIEW THE REPORT
- View the report in the method selected.
