The Consolidated Budget Summary report in National Desktop provides a breakdown of income and expenses categorized into actual and budgeted amounts for all chapters. Access the report under the Reports tab > Custom Reports > Consolidated Budget Summary button.
When selected, the report opens in Excel and provides data based on a date range. When selecting the date range, you can pull data for the current month, previous month, current fiscal year or previous fiscal year. The data found within the report pulls directly from each chapter's Vault account. The file includes the following information for each chapter within your organization:
- Budget amount per income account for the specified date range
- Actual amount allocated to each income account for the specified date range
- Budget amount per expense account for the specified date range
- Actual amount allocated to each expense account for the specified date range
This report provides a convenient means for you to view and assess each chapter's budget performance across your organization.