Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Enter, or click to select, the revision for which you want to generate the report. You can report on any revision that has been set up on the Manage Budget Revisions screen.

 Use this drop-down list to select the range of organizations you want to include. Valid options are:

• All: Select this option to include all available organizations. The Start and End fields are disabled for this option. This is the default.
• One: Select this option to include only one organization and then enter that organization in the Start field. The End field is disabled for this option.
• Range: Select this option to include a contiguous range of organizations. Enter the beginning organization for the range in the Start field and enter the ending organization of the range in the End field.
• From Beginning: Select this option to include a range of organizations that begins with the first of all the available organizations and ends with the organization that you enter in the End field. The Start field is disabled for this option.
• To End: Select this option to include a range of organizations that begins with the organization that you enter in the Start field and ends with the last of all the available organizations. The End field is disabled for this option.

Enter, or click to select, the starting and/or ending organizations for the range of organizations you want to include on this report. One or both of these fields may be disabled, depending on your selection in Option.

Enter the level of the organization at which you want to generate the report. For example, if you choose organization 1.02.03 at level 4, all organizations beginning with 1.02.03 are included and rolled up to level 4: organization 1.02.03.01 (including all its subsidiaries), organization 1.02.03.02, and so on.

Use this drop-down list to select the range of accounts you want to include. Valid options are:

• All: Select this option to include all available accounts. The Start and End fields are disabled for this option. This is the default.
• One: Select this option to include only one account and then enter that account in the Start field. The End field is disabled for this option.
• Range: Select this option to include a contiguous range of accounts. Enter the beginning account for the range in the Start field and enter the ending account of the range in the End field.
• From Beginning: Select this option to include a range of accounts that begins with the first of all the available accounts and ends with the account that you enter in the End field. The Start field is disabled for this option.
• To End: Select this option to include a range of accounts that begins with the account that you enter in the Start field and ends with the last of all the available accounts. The End field is disabled for this option.

Enter, or click to select, the starting and/or ending accounts for the range of accounts you want to include on the report. One or both of these fields may be disabled, depending on your selection in Option.

Enter the level of the account at which you want to generate the report. For example, if you choose the range of accounts 1000 through 1999 at level 2, all accounts beginning with 1000 through 1999 are included, rolled up to level 2.

Enter, or click to select, the fiscal year for which you want to generate the report.

Use this drop-down list to select the range of active periods you want to include. Valid options are:

• All: Select this option to include all available active periods. The Start and End fields are disabled for this option. This is the default.
• One: Select this option to include only one active period and then enter that period in the Start field. The End field is disabled for this option.
• Range: Select this option to include a contiguous range of active periods. Enter the beginning period for the range in the Start field and enter the ending period of the range in the End field.
• From Beginning: Select this option to include a range of active periods that begins with the first of all the available active periods and ends with the period that you enter in the End field. The Start field is disabled for this option.
• To End: Select this option to include a range of active periods that begins with the period that you enter in the Start field and ends with the last of all the available active periods. The End field is disabled for this option.

Enter, or click to select, the starting and/or ending periods for the range of periods you want to include on this report. One or both of these fields may be disabled, depending on your selection in Option.

The non-editable End Date fields display the ending dates for the periods selected.

Select either Organization or Account to indicate the primary sorting criterion. If you select Organization, the report displays information by accounts for each organization. If you select Account, the report displays information by organizations for each account.

Select this check box if you want a page break after each organization, if you sort by organization, or after each account, if you sort by account.

Select this option to generate the horizontal version of the report. The horizontal version is similar to a spreadsheet. It is a category 2 or 3 report, which contain up to 132 or 225 columns, respectively. You must use a very small font and/or very wide paper for category 3. For example, you can use a very small font and fit the report on landscaped letter-sized paper, or use 16.7 characters per inch on landscaped legal-sized paper. The report displays one line for each account if you sort by organization, or one line for each organization if you sort by account.

If you select Horizontal, indicate if you want to display currency amounts or hours on the report.

Select this option to generate the vertical version of the report. For each accounting period, the vertical version displays one line for each account if you sort by organization, or one line for each organization if you sort by account. There is no limit on the number of periods that will fit, but this is a much longer report. This report is a category 1 report, which contains up to 89 columns and fits in portrait orientation on letter-sized paper.

If you select Vertical, select this check box to include periods for which there is no budget for a given account. Do not select the check box if you want to omit zero-balance periods to save both report generation time and paper.

Select this check box to include organizations that are not active.

Select this check box to include accounts that are not active.

Select this check box to round to the nearest thousand. For example, if you select this check box, the report displays 1,000,000.00 as 1,000. If you do not select this check box, amounts are not rounded.

Select this check box to display period totals. The totals are the sum of all the period values included on the report for each account or organization. The totals may or may not be the same as the year-to-date total. These totals can be useful when you generate the budgets for a quarter.

When you enter data on the Manage Organization/Account Budgets screen, Costpoint automatically records the last date that an organization/account budget was changed. Select this check box to include these dates on the report.