Review Date Detail Tab

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Purpose: This tab of the Budget Change Query tool shows the budget amounts per account. Available filters allow the results to be restricted by Review Date Bucket, and many other options.

Filter Options:

  • Year - Optional. Blank defaults to next Budget Year. Must be YYYY format
  • District/Grouping - Optional. Blank defaults to all districts in your rights. Allows individual district, district ranges, or groupings
  • Account/Grouping - Optional. Blank defaults to all accounts. Allows individual account, account ranges, or groupings
  • Review Type - Required. Drop-down list includes all Review Date options
  • Currency - Required. Options are USD or CAD
  • Exclude IC - Required. Drop-down options are FALSE or TRUE. If set to TRUE, then InterCompany accounts are removed from the pull

Review Type Options

There are several Review Type drop-down options: Corp Review Thru, Reg Review Thru, Reg Cutoff, Corp Cutoff, Corp After Cutoff, Corp All, and Reg All.

Selecting a Review Date bucket shows all data up to that Review Date time stamp. Selecting Corp After Cutoff shows budget changes only after Corp Cutoff. Selecting Corp All shows ALL data, and Reg All shows all data up to the Reg Cutoff date time.