Actual vs budgeted profit/loss report

This report displays the budgeted amounts vs the actual amounts for your agency.

 

    1. Go to Reports > Financial Reports > Actual vs Budgeted Profit/Loss.

    2. Select the method to group the data in the report.

    3. Click Continue.

    4. In the Filters section, specify the Activities, Seasons, Terms, Activity Start Dates, and/or any other details to filter the report, if necessary.

    5. In the Options section:

      1. To include additional charge amounts in the Actual Revenue and Actual Prof/Loss columns in the report, select Include Additional Charge?

      2. To include only activities with a specific status, select the status from the Activity Status list.

      3. Select the report Output Type.

    6. In the Sort Options section, select the sort method.

    7. Click Run Report.

 

Note: For complete descriptions of the options on this page, click here.

Related topics

Running the Budgeted Profit/Loss report

 

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