Account Budget Details

The Account Budget Details report provides a detailed multi-year budget view for a selected Account.

This report is accessed by drilling down from the Top 20 Accounts chart in the Budget Overview dashboard and is scoped to selected account.

For detailed instructions on navigating dashboards and using filters, see: Navigation and filters

KPIs

Each KPI shows annual budget values for multiple years, the total budget, and the percentage change from the previous year.

Charts and tables

Selecting any data point in a chart allows you to drill down into a more detailed view of the selected element.

Monthly Budget Details

The Monthly Budget Details chart shows the selected Account’s monthly budget allocation across multiple years.

Click on any month to drill into the related GL transactions.

Cost Centers

The Cost Center chart displays the budget allocation for the selected Account across associated Cost Centers over multiple years.

Click on any vendor to drill into the related GL transactions.

Top 20 Vendors

The Top 20 Vendors chart provides a breakdown of budget allocation by Vendor for the selected Account.

Click on any vendor to drill into the related GL transactions.

Budget Details

The Budget Details table provides a list of all budget associated with the filtered account. The budget amount is shown with the CPI-LPI percentage, budget status, and budget creator’s name.

Click on any row to drill into the related GL transactions.

Data sources

The table below outlines the charts available on this page and the corresponding data cubes from which each chart retrieves its data.