Use budget reports to analyze prior performance before creating the new budget.
Go to Reports > 5 Year Budget Comparison
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- Unless Used Proposed Budget is checked, there is no need to change Year From or To. Analysis is for prior year.
- Check All Funds to organize the report by BARS code instead of Fund and then BARS code. This is useful when generating reports for specific departments.
- Click Excel
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- Select a file location and name the file export
- Click Open
- When Report Complete message appears, click OK.
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