Budget vs Actual - customization tab is not updating dates correctly
planned
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Lori Aveni
I frequently prepare Budget vs. Actual reports for clients. I set up the basics and then click the Customization tab for additional settings. For my nonprofit clients in particular, I usually select the "Fiscal Year to Last Month" setting. If I choose this under Customization, it does not correctly update the dates on the actual report. It defaults to the entire year. I have to take another step to correct the dates. I've ended up sending incorrect totals to clients on more than one occasion before I figured out what was happening.
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Samalia Murray
This one has been fixed! The team worked through a number of date range and customisation issues in Budget vs Actuals and the fixes are live for all customers. So the Fiscal Year to Last Month setting and custom date ranges should now update the report correctly without the extra step.
Worth double-checking next time you run a report for your nonprofit clients. If anything still isn't behaving as expected please do let us know.
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Molly Pellegrino
Still seems to be an issue
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Maureen Wheeler
This is a major problem and continues to happen when reports are sent as a group in workflow automation.
Subhanan Sahoo
Merged in a post:
COGS, Gross Profit, etc still show up on Budget vs Actual reports
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Lauren Gann
COGS, Gross Profit, etc still show up on Budget vs Actual reports. The client is a church with no need for these fields. There is no option to remove these.
Subhanan Sahoo
updated the status to
planned
The status was updated to
under review