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December 7, 2023
Question

Management Report pulling wrong data

  • December 7, 2023
  • 1 reply
  • 0 views

I am attempting to create a Management Report and all reports are correct with the exception of the Budget vs Actual report. When I view the Budget vs Actual report in the report area everything is correct but when I add the report to the Management Report the 'Actuals' columns is showing the actuals for the entire company history no the specified period. I have attempted to adjust the period in every way possible but it keeps showing the wrong amount in the Actual line while the Budget column is correct. Anyone else experience this? 

1 reply

December 7, 2023

Welcome to the Community, randyb1724.

 

I've reviewed our ongoing/solved investigations and can confirm there's currently an investigation about Budget vs Actual reports not reflecting accurate data for specified date ranges.

 

While Intuit's Product Investigations team works towards a solution, I'd recommend getting in touch with our Customer Care team and referencing the investigation's case number (INV-95448).

 

They'll be able to pull up your account in a secure environment, conduct further research, and add you to our list of affected users. This ensures you'll receive email notifications about any updates relating to the investigation.

 

They can be reached while you're signed in.

 

Here's how:

 

  1. Use the Help (?) icon.


     
  2. Click Contact Us.


     
  3. Enter a description of your situation in the What can we help you with? field, then hit Let's talk.


     
  4. Select Start messaging or Get a call.

 

Be sure to review their support hours so you'll know when agents are available.

 

I'll be here to help if there's any additional questions. Have a great Thursday!