BudgetSummary
Provides a monthly summary of the organization's budget. It compares actual income and expenses against the budgeted amounts, helping organizations track their financial goals.
Columns
| Name | Type | Description |
| ID [KEY] | Integer | The unique identifier for each row in the report, typically representing a sequential index or row number. |
| BankAccount | String | The unique identifier for the bank account, often a code or number used to reference the specific account in the report. |
| Period1 | String | Represents the data for the first period of the report. This period could correspond to the first month, quarter, or year, depending on the report's time frame. |
| Period2 | String | Represents the data for the second period of the report, following the same time frame conventions as Period1. |
| Period3 | String | Represents the data for the third period of the report, providing a snapshot of the account or financial data for that specific time period. |
| Period4 | String | Represents the data for the fourth period of the report, continuing the same structure across all periods in the report. |
| Period5 | String | Represents the data for the fifth period of the report, maintaining consistency in how periods are displayed for financial analysis. |
| Period6 | String | Represents the data for the sixth period of the report, ensuring a comprehensive view across all periods for evaluation. |
| Period7 | String | Represents the data for the seventh period of the report, following the same structure for clarity and consistency. |
| Period8 | String | Represents the data for the eighth period of the report, providing an additional time frame for deeper financial analysis. |
| Period9 | String | Represents the data for the ninth period of the report, offering further insight into trends over multiple periods. |
| Period10 | String | Represents the data for the tenth period of the report, contributing to a more detailed view of the account's performance over time. |
| Period11 | String | Represents the data for the eleventh period of the report, allowing for extended period analysis and trends tracking. |
| Period12 | String | Represents the data for the twelfth period of the report, providing the final period of the analysis and a complete picture for the year. |
| TenantId | String | The unique identifier for the tenant, allowing queries to access data specific to a particular tenant rather than using the default connection tenant. Useful in multi-tenant environments. |
Pseudo-Columns
Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.
| Name | Type | Description |
| Date | Datetime | The 'as at' date for the report, marking the date when the financial data or account information is considered accurate and final. |
| Periods | Integer | The number of periods to compare in the report. This value must be an integer between 1 and 12, indicating how many periods are being analyzed or compared. |
| Timeframe | Integer | The size of each period in the comparison. Specify '1' for month, '3' for quarter, or '12' for year. This determines how the periods are grouped for comparison purposes. |