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.
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
Download this custom report template.
Then Import the Custom Template to your workspace.
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.
Alternate Version with Full Year Budgets
To us the alternate version, download this custom report template.
Then Import the Custom Template to your workspace.
