This article is intended for: Admins
Use this article for: exporting a budget worksheet report to provide to the Data Onboarding team.
After reading this article, you should be able to: Export data from New World ERP with the required fields/columns to supply the Data Onboarding team with the needed data for the onboarding process.

Note: You can click on any image below to zoom in.

To ensure clarity throughout the data onboarding process, let’s walk through exporting data from New World ERP.

Note: Some New World clients may have different system functionalities. If these instructions do not apply to your system, Senior Data Advisors can collaborate with users to identify an alternative report that meets their needs.

Budget Worksheet

The Budget Worksheet provides line-item output of your budget and actuals.

Navigate to Budget Reports

From the top menu, go to Financial Management and select Budget Preparation or Budgeting.
Click Reports (sometimes called Budget Reports) and choose Budget Worksheet or Budget Worksheet Report.

Choose Report Settings

Look for a section labeled something along the lines of display options, column options, account format, segment display, or advanced options.
Check the boxes for Print Full G/L Account Number and Sort by Account Type. Make sure to include both Revenue and Expenses in the Account Type.
Then select the Budget Year and summarize to the Organization Level.
Leave filters broad to pull in all the data. Move all organizations from the Available Organization(s) column to the Selected Organization(s) column. .
Move all available accounts over to Selected Account(s).
Include the other balances of years of budget and actuals you’d like included in your upload.