Reference: Budget Reports in AP&C

Administrator Guide

Workday delivers a number of standard reports in Adaptive Planning and Consolidation (AP&C) to give you greater insight into the health and progress of your plans and budgets. We provide these financial reports to help you manage your plans and budgets. For a complete, descriptive list of Workday delivered standard reports for plans and budgets, access the

Workday Standard Reports

report and select these report categories:

Planning

Plans

Set Up Plan

Name	Security	Description
Budget Check Exceptions	Reports: Company Financial Budgets and Reports: Manager Financial Budgets domains in the Budgets functional area.	Displays the budgetary balance for a budget check exception. Use this report to identify transactions that have failed budget check during the budget check process.
Budgetary Balance	Reports: Company Financial Budgets domain in the Budgets functional area.	Displays the budgetary balance for a financial plan for a company.
Current Plan	Process: Budget domains in the Budgets functional areas.	Displays all details about the current plan or budget for a company or company hierarchy.
Manager Budgetary Balance	Reports: Manager Financial Budgets domain in Budgets functional area.	Displays the budgetary balance for a financial plan for an organization.

Workday also delivers an

Actuals vs. Budget

worklet, enabling you to see graphical analytics that compare your plan to your ledger account actuals. To set up the

Actuals vs. Budget

worklet, access the

Configure Plan Worklet

task and select:

Company

Year

Business Plan

, or the plan or budget for the company.

Ledger Accounts

for which to compare plan to actuals.