Creating Budgets Report in Management Reporter

In Management Reporter, user can gain control on the financial reports not only pulling the actual financial data from Microsoft Dynamics GP, but also to report budget information, which enabling the report to be more robust by producing budget-to-actual reporting. Refer below for step-by-step guide how user can include budget information in any of the report they need in financial reports.

Take note that before you proceed to create budget report in Management Report, the budget need to be established in Microsoft Dynamics GP. Please refer to my previous post on "Creating Budget in Dynamics GP Easily" if you need to know how to setup budget.

1. Select the "Column Definition" button in Management Reporter.

2. At the column that need to pull budget, double click on the "Book Code/Attribute Category". This will determine type of GP data being pulled, whether Actual or Budget or even Forecast. The budget ID that setup in GP will be display in this option.

3. Save the new changes.

4. To have budget-to-actual reporting, you may design the column format in the following way. Having the Budget and Actual column to show side by side, with variance being calculated too.

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