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How can I report monthly values, with just Actuals?
How can I report monthly values, with just Actuals?
Sandra McCarthy avatar
Written by Sandra McCarthy
Updated over a month ago

Sometimes you need to just report on actuals and not include budget values at all.

To report monthly values with just actuals, in the Report Builder Screen:

  • Use P&L with Projected Total report template, or vs Budget option

  • Set Start Period to Start this Financial Year

  • Under Report Periods select Dynamic Configuration

  • Use Period type Monthly

  • Set number of Periods to Relative to Report Month - 0

You will then be able to SAVE this template to a Bundle and each month it will increase the number of Columns reported on to include all the periods up to date without any manual adjustment.

Screen shot below confirms the settings:

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