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Can a prior budget be printed by month without designing a statement? I want to use it to enter current year budget.
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I can't find the spreadsheet I used to import the budget last year. How do I export the information already in the system so I can tweak it and bring it back in for this year?
Answer:
You have two options for populating a report with the budget information.
To create a grid do the following:
- Create a statement in Design Statements for just the budget information
- Create a datagrid in Dynamic Data Grid
To create a grid do the following:
- Go to Inquiries > Dynamic Data Grid
- Select GLYR in the drop down in the upper left.
- Click Add and provide a name and click OK
- In the columns tab add the columns you want for the grid. Budget columns are identified as Budget 1-13.
- You can add the account numbers and descriptions
- If only one fund is required, you can filter on the Fundid in Selections
- Once your set-up is complete click Save and Run Report.
- Use the processes button on the left to run as a report or export into excel.
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