Budget Report Instructions

Use the Budget Report to print each account's Budget Amount for each Period of a specified Budget.  You can optionally print a worksheet used to manually write in Budget Amounts.

Tips:

• As an option this report is available in a Worksheet format, which is set at the report prompt.

• For more information about running reports, see Print View.

• For more information about the buttons on the toolbar, see the Reporting Toolbar.

Directions:

To see directions for...

• Opening the Budget Report, click More.

  1.  Click File Maintenance from the Menu Bar.

  2.  Click Budgets.

  3.  Click Budget Report.
  
  Tip:  Or, use the keyboard shortcut:  [ALT] [m] [b] [b].
  
  Note:  You may also be able to access the General Ledger menu while in another INVISION module.  To activate the General Ledger menu in another module, the G/L Application Control must be set up for the module during installation.

   

  Budget Report Prompt Example:

  

   

• Choosing the selections at the prompt window, click More.

   

  Budget Report Prompt Options Tip:  To see more information about a field, click the hyperlink for the field name.
  Budget	To select the budget to print, enter the Budget Name.  (up to 5 characters) Tip:  To Search for a budget, click Search .
  Add Line Between Account	To include an extra blank line between accounts, select the box. To omit the line space, leave the box unchecked.
  Print Worksheet	To print the worksheet, which includes blank lines for entering the Budget Amounts, select the box. To print the report with the Budget Amounts already on file, leave the box unchecked. Tip:  To see the difference between the regular report and the worksheet, see the Budget Report Sample.
  	To begin printing to the Windows® default printer, click Print, or press [ENTER]. Keyboard shortcut:  [ALT + p]
  	To print to the Print View screen, click here.
  	To escape from the print routine, click Cancel. Keyboard shortcut:  [ALT + c]

   

• Report Sample(s), click More.

   

  To see an example of the report, click Budget Report Sample.