In the Sheets tab, there are 3 financial reports (Cash, Profit & Loss, and Balance Sheet), and 3 non-financial reports (Bookings, Headcount, and Model).
Click the Sheets tab. The P&L report of your working budget is displayed. If you were viewing a different version (such as a scenario or forecast) in the Inputs tab previous to clicking Sheets, then a P&L report of that version of the budget is displayed.
To view the other reports, click on each of the other report names. (Cash, Profit & Loss, Balance Sheet, Bookings, Headcount, Model)
If you have saved different versions of your budget (a scenario, a forecast, or a base budget), you can select the option to compare the different versions. For more information about the different options, see Compare different versions of a budget.
Set the time period, currency, and numbers format (display the full number, or display it in thousands or millions).
Filter by dimensions and accounts. (The default is set to All.)
(P&L only) Display each budget group by dimensions or budget lines. For more information, see Manage the budget groups view in the P&L report.
You can continue selecting the different possible options to compare, filter, format, and “slice and dice“ the numbers. At any point, you can create a report (Excel or PDF) of the current information by clicking Create Report.
Manage the budget groups view in the P&L report
In the P&L report, you can display each budget group by dimensions or budget lines.
On the budget group line, hover to the right of the name. The selected grouping appears with a small arrow next to it.
Click the arrow to display the other grouping options, and select the method you want to use.
For more information about viewing reports, check out the following topics:
Compare different versions of a budget
From the Sheets tab, you can easily compare different versions of your budget side by side. Different budget versions include scenarios, forecasts, the base budget, and the working budget. The following comparisons are available from the Sheets tab.
Compare the working budget with the base budget
If you have saved a base budget, you can view it side by side with the current working budget to compare them.
From the first dropdown box, select Forecast.
From the second dropdown box, select the base budget.
From the third dropdown box, select <base budget name> vs. working budget.
Compare the working budget with a scenario
If you have saved one or more scenarios, you can view each of them side by side with the current working budget to compare them.
From the first dropdown box, select Scenario.
From the second dropdown box, select which scenario to compare to your budget.
From the third dropdown box, select <scenario name> vs. working budget. The table displays 3 columns for each month: the numbers for the scenario, the working budget, the differences between them.
Compare the working budget with a forecast
If you have saved one or more forecasts, you can view each of them side by side with the current working budget to compare them.
From the first dropdown box, select Forecast.
From the second dropdown box, select which forecast to compare to your budget.
From the third dropdown box, select <forecast name> vs. working budget.
Compare the base budget with a forecast
If you have saved both a base budget and one or more forecasts, you can view the base budget and any forecasts side by side to compare them. You can also compare the base budget with all forecasts in one view with the waterfall option.
From the first dropdown box, select Forecast.
From the second dropdown box, select which forecast to compare to your budget.
From the third dropdown box, select <base budget name> vs. <forecast name>.
To compare all forecasts and the base budget in one view, from the second dropdown box, select the waterfall option.
Compare 2 different forecasts
If you have saved more than one forecast, you can view any two forecasts side by side to compare them. You can also compare all forecasts and the base budget (if you have one), in one view, with the waterfall option.
From the first dropdown box, select Forecast.
From the second dropdown box, select one of the forecasts.
From the third dropdown box, select which to compare with another forecast.
To compare all forecasts in one view, from the second dropdown box, select the waterfall option.
Compare actuals with the working budget
If you have added actuals to your budget, you can view them side by side with your working budget, and compare them.
From the first dropdown box, select Working budget.
From the second dropdown box, select Budget vs. Actuals.
Compare actuals with a forecast
If you have added actuals to your budget and saved one or more forecasts, you can view any of the forecasts with the actuals to compare them.
From the first dropdown box, select Forecast.
From the second dropdown box, select which forecast to compare to your actuals.
From the third dropdown box, select <forecast name> vs. actuals.
