The Report Period selected will determine what data is provided. The Column headings will indicate the type of data:
Actuals
Actual values for the date range selected
Select the date range using the pre set options, or choose your own using Custom. Set the Using actuals up to date to match the Period Range to date
Budget
Budget values for the date range selected
If the preset options of This Financial Year Budget or Next Financial Year Budget are not sufficient, you can use the custom setting and select your own date range, please note that to EXCLUDE actual values, set the Using actuals up to date, BEFORE the Period Range FROM date, eg FY Start -1
Forecast
The sum of the values of Actuals YTD and Budget values for the remainder of the report period selected
This will include Actuals either to the Report month in the orange banner, or if you are using a Custom Period Range, the date selected in the Using Actuals up to setting
