Create a Custom Budget Vs Actual Report for a Specific Month

Scenario

Generate a Custom Budget Vs Actual Report for a one month period.

Solution

To have a report for a specific month:

1. On Budget Vs Actual Report, click Customize Summary

2. On Edit Columns tab, Select Amount or Budget Amount

3. Set the following fields to:

• Alternate Period Range Type : Select Relative to today's date
• Alternate Period Range : Select (Custom)
• Periods : Select a specific month

4. Click Save