Budget by Month Report

Hello Rebecca, 

Welcome to the Community page, 

So at the top of all the reports when clicked into them, you can filter it so it just shows what you are wanting to see. so you can click on the date and click on custom and enter a date range of what you want to see then click run report and it will only show you that information entered in at the date range. you can also click on customise on the right hand side and select the information you want to see on the report and again click on run report and it will just show you that information selected. 

Hi Ashleigh

Yes, I can see that - but I want it to report by individual months - not just for a date range. So when I select Apr to Jun, I want it to show each month in separate columns, not just the total for the selected period. Is there a way to do that?

R

Thanks for getting back to us Rebecca,

The Budget Overview report will automatically display the data by month, are you looking at one specific report in particular? 

Ah, thanks for getting back to us to confirm Rebecca, that's not one I'd thought to check! :)

Thank you for posting this!!!!!