Enhanced Variance Reporting

Overview

Enhanced Variance Reporting introduces improvements to the Variance Report, including a redesigned UI, expanded comparison options, improved validation, and support for both legacy and new report types. These enhancements provide more flexibility, accuracy, and usability when analyzing financial variances across versions, years, quarters, and periods.

Key Features & Changes

• Redesigned UI with combined Version and Time dimensions

• Multi-version and multi-year comparison (e.g., Actuals vs. multiple Budgets, year-over-year, same version across years)

• Year-to-date (YTD) comparison with auto-roll

• Validation and tooltips to guide users

• Security access respected for Time Dimension

• Feature toggle for new UI; legacy reports remain accessible

• Export functionality for both new and old reports

• Fixed layout: Version, Time, and Measure dimensions are not editable in Columns/Filters

• Dynamic subsets for comparison based on user selection

How to Use Enhanced Variance Reporting

1. Access the Variance Report page from the main menu.

2. Select base and comparison versions/years.

3. Choose time units (Year, Quarter, Period).

4. Set measure and variance format (Amount/Percent).

5. Apply to generate the report or export as needed.

last updated 3/4/26