How to edit a Budget on a Financial report in Sage Intacct for Education

On Financial reports, when you reach your new fiscal year, you may need to update the Budget on your reports, so that new Budgets are taken into consideration.  This article will guide you through taking a copy of your original report, then updating your report to show updated budgets.

Duplicating your original report

The reason for duplicating your original report is so you can still run retrospective Budget reports.  We update the original report so that Dashboards will not need to be changed.  The steps below guide you through duplicating your report, and giving it a new title, to allow you to do this.

1. Go to Applications > Reports > Financial Reports.
2. In your list, click Edit next to the report you wish to duplicate.  In this example, I'll use the Budget Holder I&E Report to duplicate.
3. When in the Financial Report Writer, click Duplicate at the top right.
4. Give the duplicate report a name.  I've used the same name but added the fiscal year it is for.  Click OK when you're happy with the name to create the duplicate report.
5. In the Report list, you will now see the duplicated report as you have named it.

To edit the Budget on your original report.

Now we have a duplicated version of the original report, retaining the original budget, we can edit the original report and make the changes to the Budget.

1. Edit the original report.  As in my example, I'll edit the Budget Holder I&E Report.
2. In the Financial Report Writer, click on Columns to display the report columns.
3. On any Columns where the Column type is Budget, click on the Column.
4. Under Column type, you have the Budget field.  This will be set to your original Budget.
5. Click the field and select your new Budget.  The heading will also be updated with the name of the new Budget.
6. Make the same change on any other Columns that need the Budget to be updated.
7. When finished, click Save & done to save and close the report.

Following the steps above, you will have successfully duplicated your original report, and updated the Budget on your report in Sage Intacct for Education.