# Budget Vs Actual

### **Report Module Guide: Budget VS Actual (Matrix View)**

#### **Module Location**

#### General Ledger > Report > Budget VS Actual

#### **Module Objective**

#### The **Budget VS Actual** report module is used to generate a comparative report between the **Budget** and the **Actual** realization in a Matrix format. The matrix view is highly effective for analyzing and comparing the performance of multiple departments (Cost Centers) simultaneously within a single period, both on a yearly and monthly basis.

### **1. Report Parameters (Matrix Budget)**

#### The main page of this module is a form containing various parameters to customize the comparison report that will be generated.

![image.png](https://manual.kokola.co/uploads/images/gallery/2025-07/scaled-1680-/VI7image.png)

#### Here is an explanation for each parameter:

- #### **Budget Period**:
    
    
    - #### Select the budget year to be analyzed from the dropdown (e.g., 2025).
- #### **View**:
    
    
    - #### Choose the time scope of the report.
    - #### **Yearly View**: To display a comparison of accumulated data for the entire year.
    - #### **by month**: To display a comparison of data for a specific selected month.
- #### **Cost Center**:
    
    
    - #### Use this list box to select one or more departments (Cost Centers) that you want to include in the report. You can select multiple departments at once.
- #### **Employee**:
    
    
    - #### This dropdown is likely used to filter budgets related to a specific employee.
- #### **Type**:
    
    
    - #### Select the report's level of detail.
    - #### **Summary**: Displays the report in a summary format.
    - #### **Register**: Displays the report as a detailed list of transactions.

### **2. Steps to Generate the Report**

#### **Step 1: Set Report Parameters**

#### Fill in or select all the parameters you need in the **Matrix Budget** section to ensure the generated report matches the scope of your analysis.

![image.png](https://manual.kokola.co/uploads/images/gallery/2025-07/scaled-1680-/BISimage.png)

#### **Step 2: Generate the Report**

#### After all parameters are set, click one of the buttons in the bottom-left section of the page to generate the report in a new format:

- #### **Display Report New**: To preview the comparison report directly on your screen. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-07/scaled-1680-/rhIimage.png)
- #### **Export To MS Excel New**: To download the report data in an Excel file format. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-07/scaled-1680-/RyEimage.png)

#### **Additional Button Functions**

#### This module also has several buttons with advanced functions:

- #### **Upload Data**: This button is likely used to upload budget data in a matrix format (e.g., from an Excel file) directly into the system. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-07/scaled-1680-/Dw9image.png)
- #### **Verify**: This button is likely used to verify or ratify the uploaded budget data before it can be used in reports. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-07/scaled-1680-/aRGimage.png)

### **Tips & Important Notes**

- #### Use the **by month** view for in-depth monthly analysis or the **Yearly View** for an overview of annual performance.
- #### The matrix view is highly effective for comparing the performance of several **Cost Centers** side-by-side in a single report.
- #### The **Upload Data** and **Verify** functions indicate that this module may also be a tool for managing matrix budget data. Please coordinate with the **Cost Planning Control** team before using these features.