<< Click to Display Table of Contents >> Navigation:  Reporting > Customer Budget Reports > Customer calendar year budget

The calendar year budget report allows a report based on a calendar year comparison rather than a fiscal year. Enter the starting date of the calendar year (always January 1st of the selected year).

 

Limit the report by customer account range, Customer category and sales rep code (analysis). Press the [Start Report] button to view the report; an example is shown below.