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 firstname.lastname@example.org and we'll consider sharing it here.
- Compares the current period actuals to to your Approved budget.
- Compares the financial year YTD periods actuals to your Approved budget.
- Compares the Full Financial Years Approved budget to the Current Forecast budget.
If you like this but need actuals compared to your Current Forecast budget see - Actual vs Current Budget (2 Annual with Variance)
Use this Custom Template
- Download the attachment at the end of this article
- Then Import the Custom Template to your workspace.
Requires 2 budgets. See Manage Budget Versions.
- Approved - an approved or original budget.
- Forecast - a current or up to date budget that differs to the original budget.