I am reviewing a Management Reporter report and want to confirm that the column definitions and calculations are set up correctly. The report includes columns for Annual Budget (25–26), YTD Expenses (25–26), Variance by Dollars calculated as Budget minus Actual, and a Current Period column. The setup uses BASE fiscal year, periodic actuals, and YTD budget values.
If you are asking for help verifying it is correct, I recommend you generate the report and review the numbers.
It is difficult to confirm a building block by just reading the building block as much of what is defined is determined by your report and setup. For example:
-Column C could be correct if your budget is named BUDGET2026.
-Column D looks wrong to me because the heading is YTD but then the Period is 1:12.
-Column E may be wrong if you haven't set the CBR in the row and it includes more than just expenses.
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