Budgets Reports

 

TOPS [ONE] Version: 4.2.6.5

 

Description 

This Budgets Report lists GL accounts and their budgets by month. There are two (2) additional versions of the Budget Report, Budget - Profit & Loss, and Profit & Loss By Range.

This guide will explain how to view, print, and export a Budgets report. This guide will also give you instructions on how to schedule the report to be emailed to a recipient automatically. 

 

View/Export the Report

1. Click Portfolio then Communities. Select the community you want to work in. 

2. Click Reports and select Standard.

  

3. Under the General Ledger section, select one of the Budget options 

4. Select the Report Parameters. 

Budget Report 

1. Sort Sort by Account Name or Number

2.  As of Date  Defaults to the current date 

3.  Exclude Accounts $0 Budget Enabling this toggle will hide all accounts with a zero dollar balance. 

4. Consolidate Cost Centers If enabled, the main cost center (i.e. 001, 002) will combine the sub-accounts and show the total amount for the total Cost Center. 

Budget P&L Format and P&L Format (By Range) 

1. Exclude Accounts $0 Budget Enabling this toggle will hide all accounts with a zero dollar balance. 

2. Fiscal Year Defaults to the Current Fiscal Year 

5. If exporting, select the Export Parameters then click Export

 

 

Budget Report 

Export Format Select Excel, PDF, or Word 

Alternate Row Colors Only Available when selecting Excel

 

Budget P&L Format and P&L Format (By Range) 

Export Font Large/Small

Include Community Alias If enabled, will include the community alias at the top of the report name. 

Banded Rows (Shading) Will shade every other row. 

Export Format Select Excel, PDF, or Word 

 

  

6. Click Apply to save the parameters.

 

7. Click Export to download the report.

 

How to schedule a report

1. Click  Schedule. This will display the scheduling options.

  • Schedule -Will let you email reports at a scheduled time, or as a one-time email. 

    • Frequency- How often you want the reports to automatically be sent. (Once, monthly, quarterly, etc.)
    • Permitted Days-pick which day you want the reports to run, if you don't want the report to run on a specific day, unselect those days.
    • Start Date- Select the day you want to start the scheduled reports
    • End Date- Select the date you want the scheduled reports to end. 
    • End Time- Select the time you want the reports to stop running. 
    • Recipient- Type in the email where you want the reports sent
  • Click Schedule at the bottom of the screen to save the scheduling process 
    • you can go to Automation to see this scheduled job

 

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