• From: Canada, QC, Montreal
  • Registered: 05/16/2010
  • Posts: 167

Topic: Budget reporting

What are the reports using the Budget information ?

At the beginning of the fiscal year, let`s say that I want a report like:

"GL account" "Budget this year" "Budget last year" "Last year real"

is there anything like that ?

Gaston

  • joe
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  • Registered: 03/15/2007
  • Posts: 5,107

Re: Budget reporting

You can compare the profit and loss statement against Budget.

/Joe

  • From: Canada, QC, Montreal
  • Registered: 05/16/2010
  • Posts: 167

Re: Budget reporting

joe wrote:

You can compare the profit and loss statement against Budget.

Are you referring to Profit & Loss Drilldown ? There is no result .

Gaston

  • joe
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  • Posts: 5,107

Re: Budget reporting

No, the Report Profit and Loss Statement.

/Joe

5 Reply by huotg01 (edited by huotg01 07/18/2010 03:57:18 pm)

  • From: Canada, QC, Montreal
  • Registered: 05/16/2010
  • Posts: 167

Re: Budget reporting

Joe

Any "Start date" to any "End date" periods always reports zero !

Something to check out ?

Gaston

  • joe
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Re: Budget reporting

The budget is stamped as per first day of the month. So be sure to have this day included.

/Joe

  • From: Canada, QC, Montreal
  • Registered: 05/16/2010
  • Posts: 167

Re: Budget reporting

Joe

There is no account listed, just one line:

Period: 2010/07/01 - 2010/07/31 Page 1
Account                Account Name Period Accumulated Achieved %
Calculated Return                          0           0              0.000

Anything I should check out ?

Gaston

  • joe
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Re: Budget reporting

Are you sure you have selected the correct Fiscal Year when selecting the period?
I cannot reproduse this issue.

/Joe

  • From: Canada, QC, Montreal
  • Registered: 05/16/2010
  • Posts: 167

Re: Budget reporting

Joe, I'm quite sure that FA is ok and that I am the problem, but I don't know what I'm supposed to expect.

I will go see the demo.

Gaston

  • From: Canada, QC, Montreal
  • Registered: 05/16/2010
  • Posts: 167

Re: Budget reporting

The demo shows all the results. No problem there.

I will look at rep707 to try to better understand what I did wrong.

Gaston

  • From: Canada, QC, Montreal
  • Registered: 05/16/2010
  • Posts: 167

Re: Budget reporting

Joe

These are the sql statements from the sql trail on my test db:

"381","SELECT * FROM 1_company WHERE coy_code=1","1","The company preferences could not be retrieved"
"382","SELECT id, CONCAT(reference,'  ',name) as ref FROM 1_dimensions WHERE (type_=1) ORDER BY reference","1",
"383","SELECT * FROM 1_company WHERE coy_code=1","1","The company preferences could not be retrieved"
"384","SELECT * FROM 1_company WHERE coy_code=1","1","The company preferences could not be retrieved"
"385","SELECT * FROM 1_fiscal_year WHERE id='5'","1","could not get current fiscal year"
"386","SELECT * FROM 1_company WHERE coy_code=1","1","The company preferences could not be retrieved"
"387","SELECT * FROM 1_chart_class WHERE !inactive AND ctype>3 OR ctype=0 ORDER BY cid","1","could not get account classes"
"388","SELECT printer FROM 1_print_profiles WHERE profile='' AND report='707'","1","report printer lookup failed"
"389","SELECT printer FROM 1_print_profiles WHERE profile='' AND report=''","1","default report printer lookup failed"

What do you think ?

Gaston

  • From: Canada, QC, Montreal
  • Registered: 05/16/2010
  • Posts: 167

Re: Budget reporting

Ok I have found the problem when I executed:

SELECT * FROM 1_chart_class WHERE !inactive AND ctype > 3 OR ctype=0 ORDER BY cid

Looking at 1_chart_class, I noticed that all rows where with ctype = 1

That explains why the report was always empty...

This probably comes from an initial bd correction I made earlier !

Anyway, it's now ok. Sorry for bothering you with that.

Gaston