Actual vs Approved & Forecast
Mick Devine avatar
Written by Mick Devine
Updated over a week ago

Report Description

  • Compares the current month actuals to both the Approved and Forecast budget versions with a variance.

  • Compares the YTD actuals to both the Approved and Forecast budget versions with a variance.


Sample Report

Note: The purpose of all the articles in this group is to share custom report templates that other users from the Calxa community have created.

If you have a customisation you would like to share please email helpme@calxa.com and we'll consider sharing it here.


Use this Custom Template

Special Requirements

Budget Versions

Requires 2 budgets. See Manage Budget Versions.

  • Approved - an approved or original budget.

  • Forecast - a current or up to date budget that differs from the original budget.

Did this answer your question?