Hello, We tagged customer / project in our budget record. But when we view the Budget vs Actual report, The line for the budget and the actual per account per customer is in separate lines. For example: Account Entity Customer / Project Actual Budget SalesAccount CustomerABC 2000 SalesAccount CustomerABC CustomerABC 1500 This is what the report displayed right now. I added the entity (from financial) and customer / project (from budget and financial). I have tried other fields as well like Entity (Line) (from financial) and Customer (from financial). This is our expectation: Account Customer / Project Actual Budget SalesAccount CustomerABC 1500 2000

Thank you for the replies guys. We already resolved this case by using the Customer / Project (Grouped).

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Adding Customer column in the Budget versus Actual Report

jenluna

Hello,

We tagged customer / project in our budget record. But when we view the Budget vs Actual report, The line for the budget and the actual per account per customer is in separate lines.

For example:

Account	Entity	Customer / Project	Actual	Budget
SalesAccount		CustomerABC		2000
SalesAccount	CustomerABC	CustomerABC	1500

This is what the report displayed right now. I added the entity (from financial) and customer / project (from budget and financial). I have tried other fields as well like Entity (Line) (from financial) and Customer (from financial).

This is our expectation:

Account	Customer / Project	Actual	Budget
SalesAccount	CustomerABC	1500	2000

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