Report Description
The Budget Status report generates a document containing the budget of one or more account executives/agencies/customers, indicating the monthly budget over a specific year. The status of each monthly budget will be detailed through the following fields:
Assigned - Monthly forecast of expected revenues (from customers) or expenses (from account executive and agencies).
Approved - Expected revenue (from customers) or expenses (for account executive and agencies) derived from proposals approved in the month.
Invoiced - Actual revenues (from customers) or expenses (for account executive and agencies) derived from proposals invoiced in the month.
Difference - Calculated gap between actual perceptions (i.e. approved plus invoiced) and forecast expectations (i.e. assigned):
Note: Amounts for approved and invoiced proposals straddling different months can only be calculated for events scheduled within the month.
Please note that agency budgets are calculated by summing up all individual budgets of the related account executive.
Report Filters
All parameters required to generate a detailed report are organized across seven tabs, providing a more user-friendly interface. By default all filters are disabled (i.e. they are either blank or deselected), configure at least one parameters on each tab would enable the filters. Available filters includes:
•Company type: Specify the type of company to be includes in the report.
•Company list: Select one or more account executive/agencies/customers to be includes in the report.
•Select year: Select the solar year from which data will be retrieved.
Report Preview
The [Settings] enable configuration of the page layout of the print document; once filters and settings have been set it will be possible to preview the printout using the [Preview] button or start printing the document using the [Report] button.