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📊 Exporting Southern Software Report

Follow these steps to generate and export the Budget vs Actual report from the General Ledger:

🔹 Step 1: Navigate to the Report​

  1. Go to the General Ledger report screen.
  2. Open the Budget folder.
  3. Click on Budget vs Actual.

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🔹 Step 2: Configure the Report Filters​

  1. ✅ Check the Fiscal Periods you want to include.
  2. Under Report by Funds, check:
    • GENERAL FUND
    • ENTERPRISE FUND
  3. Click on the Drill Down option.

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🔹 Step 3: Select Report Columns​

On the next screen, grab this options to the report:

  • Fund or Attrib
  • Type
  • Dept Desc
  • Go to Print and click Print Grid Report.

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🔹 Step 4: Print Setup​

  1. Go to Print Options.
  2. In the new window:
    • ❌ Uncheck Footer
    • ❌ Uncheck Group Footer
    • Click OK

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🔹 Step 5: Clean Up Headers and Footers​

  1. Go to Header and Footer.
  2. Delete all content in the textboxes.
  3. Click OK.

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🔹 Step 6: Export the Report​

  1. Click the Save button.
  2. Choose the Excel File option.
  3. In the options dialog:
    • ✅ Check Raw data mode
    • Click OK
  4. Enter a file name, choose a destination folder, and click Save.

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✅ You're done! Your report is now saved as a raw Excel file.