Skip to main content
All CollectionsReportsReport BuilderTemplate Selection
How can I Report Actuals & Budget on a Quarterly basis?
How can I Report Actuals & Budget on a Quarterly basis?
Sandra McCarthy avatar
Written by Sandra McCarthy
Updated over 2 months ago

To report on a quarterly basis, review the following templates:

  • Actual & Budget (Multi-Period) Template

    • This will give you columns for Actuals and Budgets for the periods set.

    • You can choose from 4, 8 or 12 quarters

    • Use the Report Period = Custom

    • Start = First Month of the Quarter you wish to start with

    • Actuals up to = Last Month of Quarter you wish to finish actuals with

    • If there are additional periods within a quarter it will give you a forecast value

    • If quarters are all in the future, it will just give you Budget values

  • Actual vs Budget

    • This will report the current Quarter and YTD values

    • In the Report Filters > Report Type choose Quarterly

    • Review the date selections and filter as required

Did this answer your question?