To generate the Budget Revision report:

1. From the top menu, select Reports > Forecasting

2. On the side menu, click Budget Revision.


3. Compete the filters:

  1. Select Property or Property List.
  2. Select 2024
  3. Select the appropriate Revision.
  4. Select all four Narrative types to see all notes
  5. Select Accrual
  6. Select YSI Standard Income Statement (ysi_is) 
  7. Select Amount Type (most commonly used is Trailing 12 Months through Last Closed)
  8. Group by Property (if report includes only one property) or by Consolidated (for multiple properties)
  9. Select all Operational Measures

 

4. Click Display 
 


5. On the Actions menu  to  Hide Zero Rows.

 


6. On the Actions menu  to export to Excel or PDF.