Are Budgets available in Smart P&L slicer template

reporting

#1

I’ve downloaded the Smart P&L with slicers, which I’ve found to be very useful, but I don’t seem to be able to bring in any budget information. Is it supposed to?

There appears to be an ‘Actual or Budget’ Column in the Data tab, but I didn’t have an option to specify a budget anywhere when downloading.

Cheers

Andrew


#2

Hi Andrew,

Thank you for reaching us!

Did you get any budget information or no data at all? You have to tick the ‘Include budgets’ within the parameters window;

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Note: We do not have the feasibility from the Xero API to select which budget data we would like to extract, if there is more than 1 budget, so the main budget details will be downloaded.


#3

Thanks, I was refreshing the report using the quick refresh, so I didn’t see the ‘Include Budgets’ check box.


#4

Hi Andrew, thanks for confirming, glad this worked out!