Report Description
The Budget Status report generate a document containing the budget of one or more account executive/agencies/customers, indicating the monthly budgets over a certain year. The status of each monthly budget will be detailed through the following fields:
Assigned - Expected revenues (from customers) or expenses (from account executive and agencies) forecasted for the month.
Approved - Expected revenues (from customers) or expenses (for account executive and agencies) derived from proposals approved in the month.
Invoiced - Actual revenues (from customers) or expenses (for account executive and agencies) derived from proposals invoiced in the month.
Difference - Calculated gap between actual perceptions (i.e. approved plus invoiced) and forecasted expectations (i.e. assigned):
Note: Amounts for approved and invoiced proposals straddling different months are calculated only for events scheduled within the month.
It's worth mentioning that agency budgets are calculated by summing up all individual budgets of their related account executive.
Report Filters
All the parameters that permits a detailed generation of the report have been spread across seven different tabs to allows an easier configuration. By default all filters are disabled (i.e. they are either blank or unselected), configure at least one parameters on each tab would enable the filters. Available filters includes:
•Company type: Specify the type of company to be includes in the report.
•Company list: Select one or more account executive/agencies/customers to be includes in the report.
•Select year: Select the solar year from which data will be retrieved.
Report Preview
The [Settings] enable configuration of the page layout of the print document; once filters and settings have been set it will be possible to preview the printout using the [Preview] button or start printing the document using the [Report] button.