Budget analysis report (block management)

Owned by Fiona Hardy
Last updated: Jun 17, 2022
2 min read

This guide has been reviewed against our global client base and classed as relevant to all regions

The Budget Analysis Report is one of a selection of reports available within block management

This report allows you to report on selected financial year, as well as being able to run the report for the whole estate or a specific block within it - the report can be produced as a PDF or exported to Microsoft Excel

1. Select report & report options

From the estate record:

  • Click Reports (top right) and select Budget Analysis Report

In Report options:

  • Set which Financial year to report on

  • In Block, leave set to All or select a specific block to report on

  • Select whether to Include unpaid invoices in expenditure
    This will include posted but unpaid invoices

  • Select whether to Include unposted supplier invoices in expenditure

The report can be generated as a PDF (see step 2) or exported to Microsoft Excel (see step 3)

2. PDF report

  • Click Print
    The PDF report will open

 

3. Excel report

  • Click Export
    The Excel report will open

 

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