Reports - getting the BV view

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Blake Gavin Miller A 2
Bl
Reports - getting the BV view

Hello 

 

When I add the Budget Income Statement Reports to an existing COA6 Budget and Planning Template - I don't get the BV report (MTD, YTD, Full Year)  I only get the BIR, BIV, BIM.  

 

But when I use the One Financial Model I get the BV? 

 

How do I add in the BV page separately? 

Jun Yan A+ 124

Hi Blake,

When working with Modules, it's useful to hop into the module components manager Alt + L + N + M while you're standing on a cell. This will allow you to see what module the component sits in.

The Variance Dashboard / Report is part of the Budget Income Statement module and not the Budget Income Statement Reports, so you'll need to replace your existing Budget Income Statement module with the new Variance content.

Hope that helps.

Jun

Blake Gavin Miller A 2
Bl

Thanks Jun 

 

Little unsure yet - I will play and might have a follow up question for you!!! 

Blake Gavin Miller A 2
Bl

Jun - Is this as easy as using the replace module actions in the Modano tab and selecting the new module?   

I think I'm following now if this is the case 

Blake Gavin Miller A 2
Bl

So.. I have replaced the Budget Income Statement Module and now I have in the Module Components Manager the BV report added.  However - When I then replace the Budget INcome Statement Reports I am not getting the BV report which is the one I am targeting 

 

Is there a step I am missing?

 

Process was:

1. Update the Budget Income Statement Module 

Modano tab > Modules  > Replace > from web > Budget Income Statement 

2. Update the Budget income statement reports 

Modano tab > Modules  > Replace > from web > Budget Income Statement Reports

 

I then deleted all reports and reloaded but no dice! 

Henry_Bennett A+ 3
HB

Hi Blake,

The module you are after is the Budget Income Statement (Variance Report) module.

This will insert the BV tab and give you the Month, YTD, Full Year analysis.

Screenshot below to help.

Henry

Jun Yan A+ 124

Great, thanks for that Henry.

Steps were right Blake, just the report to select.

Hope that's all working now!

Jun

Blake Gavin Miller A 2
Bl

Got it!!!