cancel
Showing results for 
Search instead for 
Did you mean: 
Angella22
Level 1

Filter by Donor on the Budget Versus Actual Report

How can i filter by Donor on the Budget Versus Actual Report? Can we have a filter on the report added for Donors or Name in the Filter section when you customize the report?

6 Comments 6
TirzahCC
Level 1

Filter by Donor on the Budget Versus Actual Report

Hi, Angella22.

 

We can customize the budget vs. actuals report to filter the transaction by donor. Let me show you how to accomplish this:

 

  1. In your QBO account, go to the Reports menu.
  2. Next, scroll down to the Business Overview section and choose Budget vs. Actuals.
  3. Click the Customize button.
  4. From the Filter section, select Donor.
  5. Click Run report.

 

I adding some articles about managing a wide range of reports in QBO. Feel free to check them out anytime:

 

 

Please keep in touch with us here in the Community should you need any further assistance. We're always here to help.

TirzahC
QuickBooks Team

Filter by Donor on the Budget Versus Actual Report

Hi, Angella22.

 

We can customize the budget vs. actuals report to filter the transaction by donor. Let me show you how to accomplish this:

 

  1. In your QBO account, go to the Reports menu.
  2. Next, scroll down to the Business Overview section and choose Budget vs. Actuals.
  3. Click the Customize button.
  4. From the Filter section, select Donor.
  5. Click Run report.

I adding some articles about managing a wide range of reports in QBO. Feel free to check them out anytime:

 

 

Please keep in touch with us here in the Community should you need any further assistance. We're always here to help.

Angella22
Level 1

Filter by Donor on the Budget Versus Actual Report

I did that but in the Filters section i only have Accounts and Classes as in the attachment. There is no option for Donor as in the attached screenshot. i want to filter by. Either Donor or Name fields that is what is missing. I need assistance on that

BVA filter for Donor missing.PNG

Angella22
Level 1

Filter by Donor on the Budget Versus Actual Report

When i customize that report, the filte for Donor or Name is missing. That is what i need assistance on. I can share an attachment from my end that shows only two available options under the Filter section

BVA filter for Donor missing.PNG

Angella22
Level 1

Filter by Donor on the Budget Versus Actual Report

I need further assistance as you can see in my attachment, i reached the filters  but donor was missing as in the attachmentBVA filter for Donor missing.PNG

LieraMarie_A
QuickBooks Team

Filter by Donor on the Budget Versus Actual Report

Hi there, @Angella22. Allow me to share some insights about the report.

 

The Budget vs. Actual report lets you compare your company's actual revenues and expenses to your budgeted amounts. This report gives you the variance to know whether you're over or under budget. 

 

Additionally, we enter budgets per account for a specific date interval. Thus, we're unable to filter the report by donors. I can see how this would be helpful for your business. Rest assured that I'll relay this message to our team in concern here on my end and add your vote for this one.

 

You can also share your thoughts and ideas through your account. Our product development team reviews all the feedback we receive to ensure we’re meeting the needs of our customers. 

 

Here's how:

  1. Select the Gear icon at the top, then Feedback.
    Capture.JPG
  2. Enter your comments or product suggestions then select Next.
  3. You'll be provided a list of suggested Help articles related to your comment. You can read through them or select Skip and send message.
  4. From the drop-down, choose the appropriate category, then select Send message.

 

For your reference, check out this link: How to Submit Feedback

 

In the meantime, you may consider creating a budget report by donors using a spreadsheet. Then, generate and compare it to the Profit and Loss by Donor report in QBO.

 

I'm always here if you need further assistance with getting your desired report, @Angella22. Just comment down below, and I'll be happy to help.

Need to get in touch?

Contact us