- 1 Minute to read
- Print
- DarkLight
- PDF
How to Run a Capital Budget Analysis Report via Standard Reports?
- 1 Minute to read
- Print
- DarkLight
- PDF
To run a Capital Budget Analysis Report, follow the steps below:
Navigate to Maintenance > Report Administration > Standard Reports.
Select Capital Budget Analysis and click the Run icon.
Note:
The Capital Budget Analysis report must be deployed to run the reports. Click here to learn how to deploy a report.
On the Capital Budget Analysis page, select the filters as needed:
View: Select By Month, By Quarter, or By Scenario to view the output report.
Scenario: Select a scenario from the drop-down list. If you select By Scenario for View, you can choose up to 3 scenarios.
Note:
If you select By Scenario for View, you can choose up to 3 scenarios.
Budget Entity: Click the arrow icon, select the desired entity checkboxes, and click Apply.
Time: Click the arrow icon, select the desired time, and click Apply.
Account: Click the arrow icon, select the desired Account, and click Apply.
Group By: Use this field to filter by Entity or Asset Category.
Click Run. The report for the selected filters will be displayed.
Note:
To export the report, use the Export icon. Reports can be exported in Word, Excel, PowerPoint, PDF, TIFF, MHTML, CSV, XML, or data feed file formats
Use the Send Email option to email the report to one or multiple recipients
Use Hide/Show to view or hide the filters.
Descriptions - Capital Budget Analysis report output
The following section describes the fields on the Capital Budget Analysis report output page.
Note:
The order of the fields differs based on the filter chosen.
Entity: This column displays the Budget Entity code and name selected for the template
Asset Category: This column displays the asset category name associated with each asset
Asset: The column displays the name of the asset
Asset Description: This column displays both the Asset Code and Asset Name as defined on the Asset page
If the Asset Name is updated in Input mode within the Planning Control Panel, the updated name will be displayed in the Asset Description column
When a Destination Account is mapped, the Line Code and Line Name will appear in the Asset Description column
Segments: Displays the list of configured and mapped segments
Note:
The list of segments and segment names are shown as defined in the Define Financial Segments - Configuration Task page.
Values: Displays the budgeted capital expenditure values based on the selected View filter option. For example, if By Quarter is selected, each quarter's values will be displayed