How do I run budget reports for analysis?
Use budget reports to analyze prior performance before creating the new budget.
5 Year Budget Comparison
Go to Reports > 5 Year Budget Comparison
- Unless Used Proposed Budget is checked, there is no need to change Year From or To. Analysis is for prior year.
- Check All Funds to organize the report by BARS code instead of Fund and then BARS code. This is useful when generating reports for specific departments.
- Click Excel
- Select a file location and name the file export
- Click Open
- When Report Complete message appears, click OK.