Budgeting Report Builder

Many of the Budgeting reports require configuration before they can be run. By configuring these reports, you control what data is displayed by organizing report lines into a different structure than the Configure/View Budget Structure/Tree. You only need to configure a report once. When you click the Save icon, the configuration is saved and will be used every time you run the report. If needed, you can edit the configuration.

The following reports require Report Builder configuration:

• Budget Labor Productivity report

• Calendar Year Forecast Summary report

• Forecast Performance Analysis report

• Hotel Financial report

• Key Operating Stats report

• Owner By Period report

• Owner By Total report

• Payroll & Related Summary report

Report Line types include:

• Group Total—Group budget lines, KBI lines, and calculated lines under one header as well as display a total for the line in the report.

• Budget Line—Select which budget lines you want to be displayed in the report. (You can select multiple budget lines by using Shift or Ctrl.)

• KBI—Select which KBIs you want to be displayed in the report. (You can select multiple KBIs by using Shift or Ctrl. These lines are displayed in the report with their values.

• Calculated—Create calculated report lines that are ratios between two items.

• Page Break—Creates a page break. When you add a Page Break, it is automatically placed at the bottom of the list. You can use the Up/Down arrows to put the page break in the correct location.

Fields on the Report Builder dialog box

Field	Description
Save Report Structure	Save the configuration.
New Report Line	Create new report lines.
Delete Report Line	Delete report lines.
Move Report Line Up	Moves the selected report line up on the report.
Move Report Line Down	Moves the selected report line down on the report.
Import Report	Import .xml files so that the report builder configuration can be shared with other properties.
Export Report	Export .xml files so that the report builder configuration can be shared with other properties.

Using the Report Builder

1. In the upper-left corner of the screen, select Access your applications (  ).
   The menu expands.

2. Select Setup > Financial > Budgeting Report Builder.
   The Report Builder screen appears.

3. From the Actions menu ( ), select the report you want to configure.

4. Click New Report Line (  ).

5. Do one of the following:

   • Select the type of report line you want to create.
     or

   • Select Page Break.

6. Select OK and proceed to the appropriate section for the type of line you chose.

   • Group Total Report Lines

   • Budget Line Report Lines

   • KBI Report Lines

   • Calculated Report Lines