Summary Tab

Estimated reading time: 1 minute

Overview

Purpose: The Summary tab is a summarized view of the saved budgets for the account groupings, with many filter 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
  • 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
  • Use Last Save - Optional. Blank defaults to No. If set to Yes, only the latest ChangeID will pull in
  • Begin Date - Optional. Blank defaults to the start of the budget season. If used, no data will pull in before the datetime stamp
  • End Date - Optional. Blank defaults to the end of the budget season. If used, no data will pull in after the datetime stamp
  • ChangeID - Optional. Blank defaults to all. Can be used to restrict to one ChangeID