Yearly Budget Report Configuration

Navigate to: Manage > Company > Global Reports

Open prior year’s Budget Report

Select the Config Icon

• Select the “Duplicate” button
• Edit the name & description to replace the prior year with the new one

Select the Gear icon (Grid Designer)

• Select the “Setup Columns” button
• Change the fiscal year
• Select the “Save” button
• Select the “Reorder” button
• Drag the “Budget ACT” column to the end (after December)
• Select the “Apply Order” button
• Select the “Apply” button
• Slide the “Public” button to Public
• Select the “Save” button