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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Actual vs budget not s...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Actual vs budget not showing in financial report

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Posted on by Lachie 100

Hi there,

I'm currently updating a financial report so that the months that have occurred within the current financial year pulls in actuals and then the remaining months pull in the budget numbers that have been put in as a budget entry.

When I load the report, the actual figures are pulling through correctly, however the budget figures aren't coming through and are there is only blanks.

When I run a similar report will all the column months referencing the budget, the figures pull through fine.

Can you please help so that the report can pull in both actuals and budget amounts.

Thanks

Lachie

Photos

1st photo is a screenshot of what the report writer columns look like that I've updated with the different book codes

2nd photo is the report that is getting generated when the book code is split within the report

3rd photo is the report that gets generated when all columns are book code budget

pastedimage1651199642664v1.png

pastedimage1651199799591v2.png

pastedimage1651200299801v4.png

I have the same question (0)
  • Suggested answer
    saurabh bharti Profile Picture
    saurabh bharti 15,055 Moderator on at

    Did you check standard Actual Vs Budget? Ideally your setup looks fine

    Can you Add Column for BASE-11 and just put Non printing , try ?

  • Suggested answer
    Prem Kumar Bachu Profile Picture
    Prem Kumar Bachu 3,418 on at

    Hi Lachie,

    Try to use "Attribute filter" row and select budget type or budget model.

    Thanks,

    Prem

  • Lachie Profile Picture
    Lachie 100 on at

    Hi,

    Thanks for your suggestions.

    Standard Actual vs budget report doesn't work unfortunately.

    Have tried putting column BASE-11 as non-printing and the now the entire report has blank info on it.

  • Lachie Profile Picture
    Lachie 100 on at

    Hi Prem,

    Thanks for responding.

    Have tried updating the attribute filter to select the budget model. However there are still no figures coming through.

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