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Katie Ramsay

Budget Reports

Posted By

Hello - I’m trying to provide our shareholders a copy of our current budget (fiscal is June 1-May 31). They want to see it in an Income Statement format, but when I go to run a comparative IS vs last years actual, I can only run the budget until August (current month). Is there a workaround? I exported the budget report but it’s not really what they want. Thank you!

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  • 0

    Hi  

    Thanks for reaching out. If you're finding the standard reports don't quite meet your needs, you might want to consider creating a custom report using a third-party tool like Logicim Tech. They offer advanced reporting capabilities that can provide more flexibility in presenting your budget data.

    Exploring the multi-period income statement option might also help in comparing different fiscal periods more effectively.

    Additionally, see the Reports menu > Report Center for all Income Statement options :

    I hope this helps! If you have further questions, please let us know.

    Warm Regards,
    Erzsi

Reply
  • 0

    Hi  

    Thanks for reaching out. If you're finding the standard reports don't quite meet your needs, you might want to consider creating a custom report using a third-party tool like Logicim Tech. They offer advanced reporting capabilities that can provide more flexibility in presenting your budget data.

    Exploring the multi-period income statement option might also help in comparing different fiscal periods more effectively.

    Additionally, see the Reports menu > Report Center for all Income Statement options :

    I hope this helps! If you have further questions, please let us know.

    Warm Regards,
    Erzsi

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