Report Description

Includes 4 columns with annual figures:

  • Reforecast for the current year which equals YTD Actuals + Remaining Months forecast budgets.

  • Approved Budget for the current year.

  • Forecast Budget for the current year.

This year vs Next Year's Budget

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 and we'll consider sharing it here.

Use this Custom Template

  1. Download this custom report template.

  2. 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.

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