How can I access the Budgets Analysis Report?
In Metro, you can access the Budgets Analysis Report using the following steps, assuming you have the Accounting module installed and Budget Management properly configured:
1) Once logged in, navigate to the "Accounting" module by clicking on its icon in the main dashboard or by using the application menu.
2) Access Budget Analysis Report
Go to Accounting → Reporting → Budget Analysis.
3) View the Budgets Analysis Dashboard and Click on the View Pivot mode.
This report will display the Planned Amount, Practical Amount, and Theoretical Amount by Analytic Account and Budgetary Position.
4) Key Components of the Budget Analysis Report:
| Component | Description |
|---|---|
| Planned Amount | The amount you have allocated (budgeted) for a specific expense/income. |
| Practical Amount | The actual amount spent or earned, based on recorded transactions. |
| Theoretical Amount | The expected amount to be spent/earned up to the current date (based on time elapsed). |
| Analytic Account | A category used to organize costs by project, department, or unit. |
| Budgetary Position | Links budgets to specific general ledger accounts. |
5) If you need to share the report or keep a physical copy, use the "Dowload Icon" button to download the report in formats such as Xlsx.
To get more details how to access the budgets analysis report, please do contact us at support@metrogroup.solutions