Open Forum

Expand all | Collapse all

Budget line item not appearing in budget report

  • 1.  Budget line item not appearing in budget report

    Posted 8 days ago
    Hello,

    We uploaded our 2020 budget and there is a line item that is not appearing on our actual vs budget report. This line item is not a new budget line, it has been budgeted in prior years and is not a calculated field. Also, the budget amount appears in GP through Financial>Inquiry>Budget vs. Actual. There has been no change to the row definitions in our Report Designer either. Is there some other reason why this one budget item is not appearing on our actual vs budget report? Looking for some recommendations on what we can do...

    Thank you!
    Kim

    ------------------------------
    Kim Poitra
    Surgical Management Professionals
    ------------------------------
    Conference-GPUG_200x200


  • 2.  RE: Budget line item not appearing in budget report

    GPUG ALL STAR
    Posted 7 days ago
    I generally advise people to use Financial / Inquiry / Budget Summary (to look at that budget in isolation)
    but as long as you see the expected values in that budget, for the associated budget year then it should be a MR issue not a GP issue.

    are you sure that the row code is correct in MR, ie you have values reporting in other historical columns (for that account)

    then the next likely suspect would be a re-build of the management Reporter DataMart., (If you are using the datamart)


    ------------------------------
    Zubin Gidwani
    Founder
    Dynamic Budgets
    San Francisco-Bay Area CA
    ------------------------------

    Conference-GPUG_200x200


  • 3.  RE: Budget line item not appearing in budget report

    GOLD CONTRIBUTOR
    Posted 5 days ago
    Look at the column design and look to see if th e budget name matches what you are expecting.  I know at years' end, i have to change mine to reflect the new year.  For e xample, last year it was budget2019 and then i created a new budget and called it budget2020.  So i had to go into the column format and choose the right budget.

    ------------------------------
    Danita Simon
    Senior Accountant
    Detroit Metro Convention & Visitors Bureau
    Detroit MI
    ------------------------------

    Conference-GPUG_200x200


If you've found this thread useful, dive deeper into User Group community content by role