Budget Summary Report

Budget Summary Report Prompt Window.

• This report gives a budget summary for a range of accounts. It will list expenditures before, and during the chosen expense period, totaling up to the available budget.
• Like the Budget Status Detail Report, this too will only run for accounts with budgets.
• The selection of accounts can be chosen by one of four ways:
1. account range
2. entity
3. financial responsibility
4. stored lists
• The budget start and end date must fall within the same fiscal year.
• The expense date range must fall within the budget date range.
• If you choose a fiscal year, the expenses used to calculate the total expenditures will be limited to those accredited to the fiscal year you choose.
• You have the option to choose whether or not to include encumbrances to date on this report.