Reports\Review Budgets


The Review Budgets screen provides a flexible reporting tool to review sales budgets across a selected date range. This feature is designed to give you visibility into both high-level summaries and detailed breakdowns of your budget allocations.

Purpose

Use this screen to:

Audit budgets entered or calculated in Ramsys.

Compare total budget values by location.

Analyse how budgets are distributed over specific days.

How to Use

Select Date Range
Choose the start and end dates for the report. The system will include all budget records within this period.

Choose Report Type

Summary: Displays total budgeted sales grouped by location for the selected date range.

Detailed: Displays budgeted sales grouped by location and individual date, offering a daily breakdown.

Generate Report
Click the Print button to view the selected report.

Output Formats

Both Summary and Detailed views can be printed or exported as required.

Currency formatting and date alignment follow system-wide reporting settings.

Example Use Cases

Quickly check weekly or monthly budget totals across all stores.

Identify gaps or anomalies in daily budgets before finalising sales targets.

Compare budgets across different locations over a shared period.