Balance Sheet vs Budget Export

Owned by James Koenig (Unlicensed)
Last updated: Jan 19, 2015
1 min read

Version: 150113

Printed Report Title: Budget Scenario <budget name>

Report Summary

"Export to Excel" version of a typical 12 month Balance Sheet with comparisons to a selected budget

Default Location In OBeer

Base Module: Financials > Financial Reports > Orchestrated Reports

Reports Module: Reports > Financials > Orchestrated Reports

*These are the standard default locations. Your locations may be different.

 

Typically Used by

Accountants, Comptrollers and Bookkeepers would run this when they need to transfer the balance sheet data into an Excel sheet.

Key Requirements

You must have at least one active Budget Scenario

Tips

Since this report is formatted for export, it will look a bit strange when previewed. Select the export icon from the preview window and choose an Excel format that is NOT "Data only."

Parameter Entry Options

Required: Budget Scenario

Parameter Entry Image

Report Sample Image (partial)