1. Open the Financial Statement (or create a new report)
  2. On the General tab, select the chart template and unmark Include accounts with no activity
  3. Define the Budget Column:
    1. On the Columns tab, select the column number and click Open Column, -OR- Click New Column:
      • Column Heading =YTD Budget
      • Column Definition =Budget
    2. Select the Date Range tab
      • Fiscal Year Start and end should be the same year
      • Start Period =01 and end period=12
  4. Define the Actual Column:
    1. On the Columns tab, open or add the next column:
      • Column Heading =YTD Actual
      • Column Definition=Actual
    2. Select the Date Range tab
      • Fiscal Year Start and end should be the same year
      • Start Period =01 and end period=12
  5. Define the Variance Column
    1. On the Columns tab, open or add the next column:
      • Column Heading =Variance
      • Column Definition=Actual - Budget
    2. Select the Date Range tab
      • Fiscal Year start and end should be the same year
      • Start Period =01 and end period=12
  6. Preview the report