Question asked by Neil Wilkes 10 years ago
At the moment we have to report the traditional Actual vs Budget & Prior Year by re-inputting Monthly and YTD data onto spreadsheets.
As all of this information is on Clearbooks already it would be helpful to be able to produce the reports from within the system.
Searching the comments, these were requested about 3 years ago. Are there reports available?
Hi Neil,
The budget tool should cater for all these things, although there is currently a slight issue with the comparison to YTD figures (which is being investigated by our technical team)
Have you created a budget using our budget tool?
Best answerI can't see how to produce one report showing the traditional accounts view (or a similar equivalent) of:-
Current Month Actual, Budget, Variance Var %age, Last year, Variance, Var %age
YTD Actual, Budget, Variance Var %age, Last year, Variance, Var %age
We have now released our new budgets feature with a configurable profit and loss comparison report which allows monthly and year to date and any other date range comparison of actual vs budget in the same report. Read more here
You must 