Budget Summary and Board Report to obtain a report with 1 digit Object codes and descriptions
Using the Budget Summary and Board Report to obtain a report with 1 digit Object codes and descriptions
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Refresh the Board Report
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On the Budget Summary & Board Report tab, click on the button to format the report by Fund & Purpose
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Select the format for the purpose code (you can select any of the options, depending on the level of detail that you need for the purpose codes.) In this example, I selected a 1-digit purpose code (i.e. 5XXX)
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The report will look similar to this.
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The fields for a 1-digit object and 1 digit object description are available on the pivot table, but are not visible. Right click anywhere in the pivot table and
select Show Field List.
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Scroll down and locate the 1 digit Obj
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and drag it to the right of the 1 digit Purpose Description. Watch for the grey âTâ before releasing the mouse. If you drag it to the incorrect place, click on the UnDo button and try again.
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Drag the 1 digit Obj Desc to the right of the 1 digit Obj.
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There will be an extra subtotal in the 1 digit Obj column. Right click on this column and select Field Settings
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Set the Subtotals to None
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Your report should look similar to this one.
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