Discussions
transactional amounts report does not match the YTD report
We’ve run the YTD budget report, adding actuals for April as you’ll see from the attached, on page 1. However, the report is not pulling correct totals, or not pulling totals at all.
As you’ll see from page 1, the April column, in customization, was changed to include April actuals. Page 2 shows data downloaded to Excel. If you compare page 2 and 3, you’ll see that some of the April expense totals on the YTD report, are either zero or was not updated. Finally, the total revenues and expenses are not matching
Does anyone have any ideas on how to fix this?