Report Options

You can use the Report Options screen to select report parameters before generating a budget report.

The Report Options screen can be accessed from the Budget Account Selection screen by selecting the Budget Reports link.

Topics in this section include:

Creating a Budget Listing or Budget Worksheet Report

From anywhere in IntelliDealer, navigate to Financial Management > General Ledger > Budgets.

The Budget Account Selection screen appears.
Click on the Budget Reports link, located at the bottom right.

The Report Options screen appears.
Fill in the fields referring to the table below.
Click on the Run Report button to generate the report.

You can view the report output on the Printer Output/PDF Viewer.

The reports that can be produced are:

WFMBG02A	Budget Listing—the report shows budgeted sales, costs of sales, gross margin, expenses, and profit by month.
WFMBG02B	Budget Worksheet—the report shows the current budget amounts, the current year actual amounts (or the previous years actual amounts), and a percentage by month of the actual for the month versus the total actual for the year.

The fields on the Report Options screen are:

Additional Parameters
Field	Description
Select Report Type	Select the type of budget report you wish to generate: Budget Listing—the report shows budgeted sales, costs of sales, gross margin, expenses, and profit by month. Budget Worksheet—the report shows the current budget amounts, the current year actual amounts (or the previous years actual amounts), and a percentage by month of the actual for the month versus the total actual for the year.
Budget Option	Select a budget option/type of budget used to generated the selected report.
Has The Year End Final Been Run?	Allows you to indicate if the year end final has been run before generating a Budget Worksheet report. If selected, indicates that the year end general ledger final has been run (last years actual amounts are printed). If not selected, indicates that the year end general ledger final has not been run (the current year's actual amounts are printed for months 1 to 11 and last year's amount will be printed for month 12). Note: This field only appears when generating a budget worksheet report.
Select Account	Enter the G/L account you wish to use to produce the budget report. To select all accounts, leave this field blank.
Select Profit Center	Enter up to 10 profit center codes used to produce the budget report. To select all profit centers, leave this field blank.

Use these buttons to complete your work on the Report Options screen:

Button	Function
Run Report	Creates a budget report based on the parameters above.
Close	Closes the Report Options screen without running a budget report and returns to the Budget Account Selection screen.

Revision: 2024.11