Annual Budget total in Custom reports

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Aaron Harris

• January 25, 2023 22:48

How do we display a column in our custom P&L reports that shows the total annual budget? It seems the only options to select are the current period and year-to-date. 

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  Kelly Walston

  • January 26, 2023 15:27

  I think you would have to have hidden columns for each MTD budget month and then the annual column would add them together. 

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  Aaron Harris

  • January 26, 2023 21:17

  Kelly, thank you for the response. Do you have more information on how this can be accomplished? The "types" that I was aware we could use are: current period, year-to-date, and calculation number, calculation %.  I can't find any documentation on how to display(or place hold)  future periods. 

   

  My current columns are as follows:

  Column 1:  Current Period

  Column 2: Current period Budget

  Column 3:  YTD Actual

  Column 4: YTD Budget

   

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