Viewing the report for budget analysis done for a location for different periods

Generate Budget Analysis Report For A Location For Different Periods

You can enter report criteria in this page and generate reports listing out the budgetary analysis that is done on a location for different periods of time.

Select the “Generate Budget Analysis Report For A Location For Different Periods” link under the “Budget Reports” business component.

The “Generate Budget Analysis Report For A Location For Different Periods” page appears.

Enter the following in the “Search Criteria” group box:

Location	Use the drop-down list box to select the location for which budget analysis must be done. The system lists all the locations that belong to the primary system. The system displays the apex location, by default.
Financial Year	Use the drop-down list box to select the financial year from which you to wish to generate the budget analysis report. The system lists all the financial years that are in the “Active” status and that have been defined in the “Create Calendar” activity under the “Accounting Setup” business component of Ramco Corporate Solutions. The system displays the current financial year, by default.
Type	Use the drop-down list box to select the type of work order for which you wish to review the cost. The system lists all the types of work orders that have been defined in the “Define WO Types” activity and are in the “Active” and “Inactive” statues. The system leaves the field blank, by default.
Category	Use the drop-down list box to select the category of work order for which you wish to review the cost. The system lists all the categories of work orders that have been defined in the “Define WO Categories” activity and are in the “Active” and “Inactive” statuses. The system leaves the field blank, by default.
Apportionment Type	Use the drop-down list box to select the apportionment type. The system provides the following options: Monthly – Select this option if you wish to view the apportioned details for every month. Quarterly – Select this option if you wish to view the apportioned details for every quarter. Half Yearly – Select this option if you wish to view the apportioned details for every half year.
Include Child Loc. Amt.	Use the drop-down list box and set the field as “Yes” if you wish to include the budget details of the child locations for analysis purposes.

Enter the following in the “Report Options” group box:

Report Action

Use the drop-down list box to select the default report action. The system lists the following options:

Print – Select this option to print the report.
View – Select this option to view the report.

The system displays “View”, by default.

Sort By

Use the drop-down list box to specify the order in which the entries in the report will be sorted. The system provides the options “Quarter–Ascending”, “Quarter – Descending” and “Total Variance”.

Select the “Generate Report” link to generate a report on the budget analysis done on a location for different periods.