This article explains what appears in the Income and Expenditure view and how to use it to compare published scenario data across selected schools.
⚠️Important: You need the publish role in Access Evo to see the reporting pages.
View Income and Expenditure Data
Open Central Budgets.
Click Reporting in the left hand navigation menu.
Open the Income and Expenditure view.
Click Select Report Options if you need to change the schools or publish type used in the report.
Review the income and expenditure data shown for each selected school.
Review the Consolidated column group to see combined totals for the selected schools.
Understand the Default View
By default, the Income and Expenditure view groups data by Budget Type, then by Section.
The default visible columns are:
Column | Description |
Section | Shows the section code. |
Section Name | Shows the section name. |
Description | Shows the description for the row. |
Ref 1, Ref 2, Ref 3, and Ref 4 | Shows the reference values. |
Consolidated total for the current budget year | Shows the combined total for the selected schools. |
School total for the current budget year | Shows the total for each selected school. |
Add Optional Columns
Open the Income and Expenditure view.
Open the Columns panel on the right hand side of the view.
Select the checkbox next to each column you want to show.
Clear the checkbox next to each column you want to hide.
Review the updated grid.
Optional columns include:
Optional column type | Description |
Future budget years | Shows up to four additional budget years for the Consolidated column group and each selected school. |
Ref descriptions | Shows the description given for each Ref 1, Ref 2, Ref 3, and Ref 4 value. |