Budget control account detail history report (Public sector) (BudgetAccountDetailHistory)
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Use the Budget control account detail history report to view budget account entries for the financial dimension that you select.
To create this report, select a financial dimension, budget model, and budget cycle time span from those that are used by your organization. Select dates that either match the selected budget cycle or select a range of dates in the fiscal calendar that is associated with the budget cycle. You can also select a range of specific accounts or all accounts that match the other parameters that you selected.
How to filter the data on this report
When you generate this report, the following default parameters are displayed. You can use these parameters to filter the data that will be displayed on the report. For more information, see Filter the data on a report.
| Field |
Description |
|---|---|
| Dimension criteria: |
Select a financial dimension set for the report. These were defined in the Financial dimension sets form. A financial dimension set is a named group of accounts or dimensions that contains either account values for the account or dimension values for a single dimension. Examples include main accounts, departments, and cost centers, or combinations such as a cost center and main account, or a department and cost center. For more information, see Financial dimension sets (form). |
| Budget model |
Select a budget model from those that are used by your organization. For more information, see Create budget models. |
| Budget cycle time span |
Select a budget cycle time span from those that are used by your organization. For more information, see Budget cycle time spans (form). |
| Include carry-forward amounts |
Select this check box to include budget amounts carried forward from a previous fiscal year. |
| Dates to include |
Select either Budget cycle or Date range. |
| Budget cycle |
If you selected Budget cycle, select the name of a budget cycle. This will use the dates that were set up for the selected budget cycle in the Budget cycle time spans form. For more information, see Budget cycle time spans (form). |
| From date |
If you selected Date range, select the starting date for budget account entries to include in the report. This date must be in one or more of the fiscal years that are included in the fiscal calendar that was selected when the budget cycle time span was set up. For example, a fiscal calendar for a budget cycle includes fiscal years with dates from January 1, 2010 to December 31, 2014. The From date cannot be before January 1, 2010. |
| To date |
If you selected Date range, select the ending date for budget account entries to include in the report. This date must be in one or more of the fiscal years that are included in the fiscal calendar that was selected when the budget cycle time span was set up. For example, a fiscal calendar for a budget cycle includes fiscal years with dates from January 1, 2010 to December 31, 2014. The To date cannot be after December 31, 2014. |
| From account |
Select the first account in the range of accounts to include in the report. |
| To account |
Select the last account in the range of accounts to include in the report. |
| Select |
Click Select to open an inquiry form to select specific values for a dimension. For example, for a Department dimension, select the Sales or Human Resources departments. For a Fund dimension, select one or more specific funds. For more information, see Inquiry (form). |
How to work with reports
The following topics explain how to print a report and how to filter and sort the data on a report.
Details of this report
The following table explains where to find the report in the Application Object Tree (AOT) and how to navigate to the report in the Microsoft Dynamics AX client.
Detail |
Description |
|---|---|
Name of report in the AOT |
BudgetAccountDetailHistory |
Location of report in the AOT |
SSRS Reports\Reports\BudgetAccountDetailHistory |
Menu item of the report |
BudgetAccountDetailHistory |
Navigation to the report |
Click Budgeting > Reports > Budget control > Budget control account detail history. |
Where the data in this report comes from
The data on this report comes from the following sources:
BudgetAccountDetailHistoryDP.processReport class instance method
BudgetAccountDetailTmpHistory table
BudgetSourceTracking table
BudgetSourceTrackingDetail table
If you are a developer, you can learn more about where the data on a report comes from by using the following procedure.
Open the AOT.
Locate the report in the SSRS Reports\Reports node.
Right-click the report and click Add-Ins > Cross-reference > Using (instant view).
See also
Budget control activity by project report (Public sector) (ProjAccountDetailHistory)