| □ | The Quarterly Budget Comparison provides Budget versus Actual listing of Sales and Expenses related General Ledger Accounts for the selected Year and optionally, filtered for a Specific set of (one or more) Departments, based on the Options that are selected (see Options below). |
| • | On the Main Menu, Select Reports and Choose the General Ledger sub-menu, then Choose Budget Reports and Click on the Quarterly Comparison option. |
| □ | Quarterly Budget Comparison tabs - There are three tabs on the Quarterly Budget Comparison dialog. |
| • | Options - Initially only the Options tab is shown (until you make your Options selections and Select Print). |
Quarterly Budget Comparison - Options tab
| • | Year - Using the Drop-Down Selection List provided, Choose the Year for which this report should be created. |
| • | Department - Indicate whether All, or a Specific set of (one or more) Departments should be reported. |
| ▪ | All - Click the All button to include Budget versus Actual data for every Department. |
| ▪ | Specific - Click the Specific button to include Budget versus Actual data for a selected set of (one or more) Departments. |
| o | Click the Ellipse in the Specific field to open the Select Department(s) dialog. |
Select Department(s) dialog
| o | Check the Selected box for each Department that is to be included in the report. |
| o | Click the OK ü button to Close the Select Department(s) dialog. |
| o | The dialog will Close and the Specific field will be populated with those selected Department(s). |
| • | Print - Click the Print button  to Preview and optionally Print (to a File or a Printer) this Quarterly Budget Comparison. |
| • | The Preview tab presents the report which resulted from the Options you've selected. |
| • | Up Arrow/Down Arrow - hi - Moves the report one line up, or one line line down, respectively. |
| • | Page Up/Page Down - Moves the report to the previous or next page, respectively. |
Quarterly Budget Comparison - Preview
| • | Arrows - The arrows allow you to move back and forth, from page to page. |
| • | Number - Indicates the page number you are viewing. |
| ▪ | You may also type in a specific page number, Press 8 Enter and that page will be displayed immediately. |
| ▪ | If you enter an invalid page number, it will be ignored. |
| • | Fit To Page - Click the first button after the arrows to size a full page of the report to fit the screen. |
| • | Zoom To 100% - Click the second button after the arrows to display the page at 100% (of the printed view). |
| • | Fit To Page Width - Click the third button after the arrows to size the page of the report to fit the full width of the screen. |
| • | Zoom To Percentage - Click the fourth button after the arrows to re-size the page of the report by percentage. |
| ▪ | When you Click the Zoom To Percentage button, the Percentage selector will be displayed. |
| ▪ | You may then Click the Up or Down ‚ arrows to set the exact amount of Zoom you want. |
| • | Print - Click the Print button to Print (to a File or a Printer)  the displayed Quarterly Budget Comparison, and may also be converted to a PDF or various other types of documents, or into an Excel® Spreadsheet file. |
| • | Email - Click the Email button  to send the Report to an Email Address of your choosing. |
| • | Exit the Preview tab by Clicking the Close button x on the right at the top of the Form. |
| • | Data View - This view provides a tabular (spreadsheet style) presentation of the selected data. |
Quarterly Budget Comparison - Data View tab
| • | Arrows - Click the arrows to move through the record. |
| • | Export - Exporting the data from this Data View tab (note the "fly-over" help available on these buttons): |
| ▪ | Export to CSV - Click the first button after the arrows to export the data to a Comma Separated Values (CSV) file format. |
| ▪ | Export To Excel - Click the second button after the arrows to export the data to an Excel (.xls) file format. |
| ▪ | Export To Html - Click the third button after the arrows to export the data to an HTML formatted file. |
| • | Exit the Data View tab by Clicking the Close button x on the right at the top of the Form. |
