Monthly Report Job Aid

 

The Monthly Report contains two formats:

  1. Displays monthly Actuals, compares Actuals/Forecast to Plan, and displays variance to Plan.
  2. Displays monthly Actuals on a Fiscal year basis, and calculates a YTD monthly average amount for each Actual account category. 

The report defaults to Level C of the account tree, but can also be viewed at Account Levels B through F.