Adding Budget Columns to Financial Statements

On the Financial Report Builder Edit Columns page, budget fields are available as columns to add to all financial statements. You can add budget fields, along with corresponding fields from the Financial folder, to provide budget vs. actual values in your financial statements.

Screenshot of the Edit Columns page of the Financial Report Builder showing the Budget folder with fields you can add

In addition to the Budget folder, a Budget and Financial folder also is available on the Edit Columns page. This folder includes fields corresponding to some of the fields in the Financial folder, but that include both budget and actual values.

Screenshot of the Edit Columns page of the Financial Report Builder showing the Budget and Financial folder with fields you can add

You need both the Financial Statements permission and the Report Customization permission to customize reports in the Financial Report Builder. If you do not have necessary permissions, contact your account administrator. See Giving Access to Financial Statements for more information.

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General Notices