Actual vs budgeted profit/loss

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

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Location

Reports > Financial Reports > Actual vs Budgeted Profit/Loss

On the main Actual vs Budgeted Profit/Loss Report page, select the type of report to produce, as selected from the following: Activity.

Click Continue to proceed to the specific report page.

Clicking the Recall / Schedule a saved report definition button at the top of the page takes you to the Report Definitions page, where you can select a previously saved report definition.

The following fields are available on the Actual vs Budgeted Profit/Loss Report page:

Name of Field	Type	Description
Filters
Report Filter	Date Range / Hyperlink	The following filters are available on the Actual vs Budgeted Profit/Loss Report page: Activity, Parent Season, Child Season, Organization Department, Activity Category, Activity Type, Activity Site, Supervisor, Instructor, Team, Facility, Activity Skill and Activity Start Date Range. Click the Report Filter link to learn more about reports and their filters.
Options
Include Additional Charge?	Checkbox	Option to include additional charge amounts in the Actual Revenue and Actual Prof/Loss columns in the report.
Activity Status	Dropdown list	Option to only include activities with a particular status, as selected from a predefined list. The options include: Open - Activities that are still open for registration. Closed - Activities that have been closed for registration. Cancelled - Activities that have been cancelled and will not be held anymore. Tentative - Activities that are scheduled but not yet fully certain to run. Activities whose enrollment are way below the minimum enrollment required may be placed on Tentative status. Note that retired activities that are copied to a new season will also get this status, until the status is changed to Open. On Hold - Activities that have some technical issues (for example, instructor may not be available) and may end up not running. Retired - Activities that will not be offered anymore. Date Conflicted - Activities whose facility schedules have conflicting dates. These activities may end up not running at their original facilities so will need to have them updated prior to being switched to Open. Any Status - Include all activities regardless of status.
Output Type	Dropdown list	The output type or format of the report, as selected from a predefined list. The available output types are Adobe Acrobat Reader, HTML, and Microsoft Excel.
Save Report Definition
Report Title	Text	Option to save the report definition for later use. Click the Report Filter link to learn more about report definitions.

Actual vs budgeted profit/loss

Go to section

Location

Filters

Options

Save Report Definition