Budget Reports

There are several reports in RIMSS that will incorporate a budget that you have set up.  The first step to creating a report that incorporates your budget is to flag the correct budget to be included in the reports.  

Navigate to Company > Find > Budget

Select the budget from the list that you wish to incorporate into your reports and double-click to open.  Select the option at the top of the Budget for Report Default. Click to Save the change after selecting the option.  The default report is used in Dashboard Report analysis.

Financial Reports

Budget Vs Actual P&L

To access the Budget Vs Actual P&L, navigate to: Reports > Financial > Budget Vs Actual P&L

In this report, you have the option to select any active budget in the system from a drop-down.  You will want to set the Period/Date Range, included Locations and Departments, and options for the comparison. Click OK to generate the report.

Once the report has generated, you will have the options to Print, Export, or Email the report.

Dashboard Reports

MTD Current/Prior Period Revenue

YTD Current/Prior Period Revenue