Report Definitions

The following list of standard Planning and Budgeting reports is organized by report ID. These are all SQR reports.

Note: Some reports recognize the Add or Deduct indicator for account types from the Account Type Options page when you use the View by option for Account. Version Analysis, Summary of Methods, and Budget Comparison reports use this information for viewing by account. The Add or Deduct indicator is also leveraged to calculate net amounts when viewing by other dimension values.

Note: Not all reports can be viewed by currency code or statistics code even if they are defined as the dimensions of the model.

See Inquiry and Reporting.

Report ID and Report Name	Description	Navigation	Run Control Page
BPS1001 Version Analysis	Compares ALL Versions—base, versions 1-3, and master. You can generate this report at the detail or summary level and can view the data by the dimensions defined in the model.	select Planning and Budgeting, then select Analysis and Reporting, then select Reports, then select Version Analysis	BP_RUN_BPS1001
BPS1002 Scenario Comparison	Compares budget data across scenarios within a model.	select Planning and Budgeting, then select Reporting and Analysis, then select Reports, then select Scenario Comparison	BP_RUN_BPS1002
BPS1004 Summary of Methods	Displays the methods used and their related dimension combinations and amounts. You can generate this report at the detail or summary level. It displays the dimension distribution, default method, override method, method amount, adjustment/allocation amount, and total amounts for each line item.	Planning and Budgeting, Reporting and Analysis, Reports, Summary of Methods	BP_RUN_BPS1004
BPS1005 Budget Comparison	Compares the proposed budget against an analysis base or historical budget. You can generate this report at the detail or summary level. It displays the amount and percentage variance between the two scenarios. You can view data by the dimensions defined in the model.	select Planning and Budgeting, then select Reporting and Analysis, then select Reports, then select Budget Comparison	BP_RUN_BPS1005
BPS1007 Position Information	Summarizes position budgeting details. You can generate this report at the detail or summary level. It includes the salary, earnings, benefits, employer paid taxes, and total cost for a planning center and version. You can view data by job code, position, or dimensions defined in the model.	Planning and Budgeting, Reporting and Analysis, Reports, Position Information	BP_RUN_BPS1007
BPS1008 Planning Target Analysis	Compares proposed budgets (bottom-up scenario) to planning targets (top-down scenario). You can generate this report at the detail or summary level. If available, you can view data based on how you set up your planning targets.	select Planning and Budgeting, then select Reporting and Analysis, then select Reports, then select Planning Target Analysis	BP_RUN_BPS1008
BPS1009 Business Unit Comparison	Summarizes and compares budget information for multiple business units. You can view this data by the dimensions defined in the model.	select Planning and Budgeting, then select Reporting and Analysis, then select Reports, then select Business Unit Comparison	BP_RUN_BPS1009