In order to see your performance from one budget to the next or forecast vs. actuals, you can run a variance report in your executive summary, income statement or balance sheet. To do this, you'll go to Reports>Executive Summary (or other report) >Compared To, and then pick the plan/period you'd like to compare to.
You can then print or export as a .csv by using the ellipses at the far right corner of the report.
Tip: When printing to PDF, adjust the scale in your settings to get your info cleanly on one page.
Jirav has the ability to customize your reports to reflect exactly the variance your looking for. Sometimes a positive variance is a good thing (favorable), sometimes it's a bad thing (unfavorable). Sometimes a variance is not material enough to be significant and can detract from the ones that actually need attention. Our new formatting rules give you full granularity on defining the favorable/unfavorable rules, materiality, as well as which variances should be highlighted in the specific report you are looking at.
In order to to this hover over the ellipses menu and click "Configure" as noted in the screen shot below:
This will then open a dialogue box in which you can adjust the setting for each type of number on your report; dollar, numbers, and percentages.
To further customize your report you can go to Company Settings and create line level rules; this way you can customize the variances to reflect precisely what you are looking for.
