The Preliminary Budget report is used in conjunction with the preparation of your budgets for the next year. You are provided with information to help you in determining what the budget figures should be.
Filters
Note: This report runs based on your currently selected period. Change the currently selected period to run the report on a different period (More Information).
- Complete the following filters as needed.
- Account Number: lets you further narrow which accounts you want to display in the report. Selecting any option other than Show All displays fields so you can input the numbers.
- Account Structure: select the levels you want to include on the report.
Note: If you see companies listed in the Account Structure filter, see General Ledger Plus for information on running reports.
Options
- Complete the following options as needed.
- Change Appearance?: check the box to change the font type and size. A drop-down option is also available to control white space between columns by a percentage.
- Banded Rows?
- Report Options
- Page Break Options
- Report Type
- Available Options and Selected Options: Customize what you want to display on the report by dragging options horizontally between Available Options and Selected Options. You can also drag options vertically to re-order the Selected Options column. We recommend dragging items between the columns rather than using the ">>" and "<<" buttons, since those buttons move all items.
Report
- Click Run Report to generate a preview of the report. Refer to the Report Preview help page for more information. Click Clear Preferences to reset all report preferences to their default values if needed.
- Click Close Report to return to the dashboard.
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