Government – Fund Summary

What is a Fund Budget Comparison Report? Budget Reports with fund comparisons are considered budget review and analysis tools and are used by Financial Managers and Budget Officers to explore approved fund budgets. Some of the main functionality in this type of budget report is that it dynamically displays revenue and expense accounts (object codes) with sub-totals and it lists all selected funds across the columns with a consolidated total. Each column lists the budget for a specific fund. The report can be run for any budget version and set of funds. You find an example of this type of budget report below.

Purpose of Budget Reports with Funds Listed Side-by-Side Public Sector organizations use Budget Reports with Funds Listed Side-by-Side to easily compare budgets across funds and analyze interesting differences. When used as part of good business practices in Planning and Accounting departments, a government entity can improve its budget accuracy as well as review consolidated totals, and it can reduce the chances that there are undetected issues or errors in individual fund budgets.

Who Uses This Type of Budget report? The typical users of this type of budget report are: CFOs, budget officers, controllers. Other Reports Often Used in Conjunction with Budget Reports with Funds Listed Side-by-Side Progressive Planning and Accounting departments sometimes use several different Budget Reports with Funds Listed Side-by-Side, along with employee budgets, capex budgets, line item detail for revenues and expenses, financial budget dashboards, annual budget report packages and other management and control tools.

Where Does the Data for Analysis Originate From? The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others. In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional xFP&A solutions.

Built for government finance teams and aligned with Solver's xFP&A platform, this Solver report template connects directly to your ERP data via the Solver Data Warehouse, enabling near real-time analysis with minimal setup. Designed for QuickStart deployment, it can be activated rapidly so your team can focus on analysis and decisions — not data preparation.

What is the Government – Fund Summary in Solver? The Government – Fund Summary is a pre-built xFP&A report template in Solver designed for government organizations. It delivers key financial and operational metrics in a single, easy-to-use interface — purpose-built for government finance workflows.

Who uses this Solver report template? This template is primarily used by CFOs, controllers, and public sector finance teams in government organizations who need accurate, timely data to support planning, reporting, and decision-making. It is particularly valuable for government finance teams managing budgets, forecasts, and performance reviews.

Where does the data come from? Data is sourced automatically from your ERP system through the Solver Data Warehouse, which integrates with platforms such as Microsoft Dynamics 365 Business Central, Dynamics 365 Finance, Acumatica, Sage Intacct, and other leading ERP solutions. Once connected, the template updates in near real-time with no manual data entry required.

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