Budget Statement reports

These reports are designed for budget analysis.

Access the reports in Axiom Assistant

If you do not have administrative user permissions, access the reports using the following path:

Main > Navigation > Explorer > Libraries > Reports Library > Budgeting Reports > Budget Statements.

NOTE: For additional instructions, see Browse the Report Library.

If you have administrative user permissions, access the report using the following path:

Admin > Admin Task Panes > Budget Admin > Budget Reporting >  Budget Analysis > Budget Statements.

Budget Income Detail

Analyze the proposed budget-by-income statement category compared to the following data:

  • Last-year actual

  • Current-year budget

  • Current-year projected

  • Year-to-date actual

  • Current-year annualized

Each category shows all values for all accounts in that category.

Budget Income Financial Plan

View annual income statement comparisons across multiple scenarios.

Budget Income Scenarios

Analyze the proposed budget by FSDetail category compared to the Baseline Budget, NYBScenario1, and NYBScenario2 fields. BudScenario1 and BudScenario2 are fields in the database used to store the results of different sets of driver files. You can use this report to compare passes of the budget (BudPass1, BudPass2).

Budget Income Summary

Summarize the proposed budget by FSDetail category compared to the following:

  • Last-year actual

  • Current-year budget

  • Current-year annualized

  • Current-year projected

Populate the values in the Entity_Statistic Table and Benchmark Update Utility to incorporate and compare entity benchmark metrics and values to budget and actual operating data. If entity statistics and benchmarks are not populated, those columns are hidden.

The following example shows the entity statistic associated with the Entity_Statistic table. The Total Deductions from Revenue is calculated from a Total Deduction Benchmark. Specific benchmarks associated with Allocations, Charity Services, or Bad Debt deductions are currently not provided, but can be added. The columns in yellow represent Entity Statistic Benchmarks.

Current-year projected

Budget Monthly Dept P&L

Review the monthly spread by account for the proposed budget by Budget Type category for an individual department. You can use this report to provide the department manager with a final copy of their month-by-month budget.