Budget Variance Report- Tracking categories in edit layout
Regarding the budget variance report, I wish to be able to add a column and select both tracking categories i.e. by program and session in "edit layout". Our goal is to produce a report which we can see the actual v budget of each program by session i.e. Columns as follows; Budget 'Program' Session 1, Actual 'Program' Session 1, Budget 'Program' Session 2, Actual 'Program' Session 2, Budget 'Program' Session 3, Actual 'Program' Session 3.
If you create a new budget variance report, you can initially filter by both tracking codes. However, if you choose to "edit layout" and add a tracking code column, this then takes away the original filter to apply (based on layout editing rules). As a result, we can then only apply one tracking code. If we choose the tracking code as sessions, it then picks up other programs data as other programs may host multiple sessions. Can you please look into allowing for both tracking codes to be selected in the "edit layout" function of the budget variance report
Rochelle Di Cristo
shared this idea
Hey Community 👋
Earlier this year we rolled a change to our budget variance report, that allows you to select multiple tracking categories when adding a new column in the Edit Layout mode.
I've attached a screenshot of where these tracking categories can be found, but for more info, check out our Budget Variance article on Xero Central!
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kirsten Reid
commented
Users: Please also vote for this Idea below to make changes happen! Many thanks
Reporting - Budgets by tracking category to integrate with master overall budget
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Raghu Venkateswaran
commented
fair shake of the sauce bottle. you peeps should done this yesterday. critical !!!
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Melba Kim
commented
New Budget Variance Report - In this new version of the report, The budget column has defaulted as "overall budget". I have 15 regions reports each week and the old report version with dropdown will no longer be available. This means I need to create 15 custom layout formats that shows Actual vs Budget for each region. It will be easier to click dropdown to filter which region you want to match the actual figures. The new report requires you to edit layout so that you can choose which budget region will match the actual figure in the left column. Is this possible to restore the dropdown in this new version?