Report page · Budgeting
Budget analysis report
A report that compares budgeted amounts with actual expenses and revenue for a period that you choose.
- Used by
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- Business process
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- Menu item
output:PSNBudgetAnalysisReport- Main table
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- Data entity
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- Setup steps
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Show what matters for
Everyone
1What it is and why
| What it is | A report that compares budgeted amounts with actual expenses and revenue for a period that you choose. |
|---|---|
| What you do here | Used to list, for each account, the budget, actual amounts, encumbrances, pre-encumbrances and the remaining budget. |
| Example | For example, an organization that budgets every two years can report budget amounts for a two-year range while showing only the current year's actual amounts. |
Functional consultant · Solution architect
2Where it fits
| Business process | — |
|---|---|
| Menu path | Budgeting › Inquiries and reports › Budget control › Budget analysis report |
| Set up first | Main account categories Microsoft Learn ↗ |
| Used next by | — |
| Related pages | Budget analysis Microsoft Learn ↗ |
End user · Functional consultant
3How to do it
Microsoft's steps
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Field guide
| Field | What it means | Worked example | Table column |
|---|---|---|---|
| Budget model | The budget model that budget amounts come from.Microsoft Learn ↗ | — | — |
| Budget cycle time span | The budget cycle to report on.Microsoft Learn ↗ | — | — |
| Account type | Whether to report expense accounts or revenue accounts.Microsoft Learn ↗ | — | — |
| Group main accounts by category | Groups accounts by main account category after the dimension grouping.Microsoft Learn ↗ | — | — |
| Suppress accounts with zeroes | Shows only accounts with non-zero actual and budget amounts.Microsoft Learn ↗ | — | — |
| Show drilldown report links | Adds links to drill-down reports with transaction details.Microsoft Learn ↗ | — | — |
| Group by | The dimension set used for subtotals.Microsoft Learn ↗ | — | — |
| Main accounts | The range of main accounts to list; leave blank for all.Microsoft Learn ↗ | — | — |
Functional consultant
4Setup decisions
| Setup step | Recommended value and why | Decision · common mistake · test |
|---|---|---|
| — No setup is made on this page. | ||
Solution architect
5Design impact
| Shared or per company | — |
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| Can it be undone | — |
| Feature or country | — |
| If you change it later | — |
Technical architect
6Technical
| Menu item | output:PSNBudgetAnalysisReport Checked in Dynamics 365 |
|---|---|
| Form | SysOperationTemplateForm Checked in Dynamics 365 |
| Table | — |
| Data entities | — |
| Who can open it | — |
| Actions on the page | — |
Developer
7Developer
| Open it directly | https://<your-environment>/?mi=output:PSNBudgetAnalysisReport |
|---|---|
| Integrate with | — |
| Table definition | — |
Everyone
8Sources and checks
- learn.microsoft.com/dynamics365/finance/public-sector/budget-analysis-report
- Checked in a working Dynamics 365 system, version 10.0.49: the menu item, form, table and security, the page.