Print CU Budget

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LBGTPRT-1

Print CU Budget

5900

LBGTPRT

 

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Access this screen by selecting Tool #634: Print Budge Reports.

SEE ALSO:  Budgeting with CU*BASE

Although you can print budget figures on Financial Statements, those are best for comparing actual performance to the budget, similar to the Variance Dashboard.  If you want a printout showing your budget amounts for verification purposes, or to show to your Board, or simply to archive as budget documentation, the best technique is to use this Print Budget Reports feature. 

Enter the budget year and choose one of the print formats:

Quarterly columns with annual total

Monthly columns (3 months) with a quarterly total

Monthly columns (12 months) with quarterly sub-totals and annual total

Cannot be printed – see below for instructions on exporting this report for use via Query or Excel

You must specify either Income or Expense (currently it is not possible to get both during the same report run)

The remaining selections are optional; when ready, use or press Enter to generate the report (see samples below)

The window will remain open so that you can produce a second report as needed; when done use to exit

Exporting Budget Figures to a File

If you choose the Monthly columns with quarterly subtotals and annual total (export only) option, you will be directed to an export window where you can specify a file name for the report output.

You can either use this data with CU*BASE Report Builder to build your own Query reports or analysis inquiries, or use the tools described in the File Transfers: Downloading Data from iSeries to PC booklet to move this file to your PC for us in a program such as Microsoft© Excel.

Report Samples

Sample #1 – Quarterly subtotals with annual total

Sample #2 – Monthly columns with quarterly total (also shows the branches summarized, and includes only GLs from a single budget group)