NOTE: This article refers to Layouts which are only available in the latest version of Joiin. Layouts replace Custom Reports in the latest version - if you're on the old version you may want to look at this article.
When comparing actuals against a budget in Joiin, a budget variance and variance % will be added to the report. The budget variances will be displayed as either a green (Positive) or red (Negative) figure. If an account or group of accounts are showing an incorrect colour for the budget variance, this can be changed.
To do so:
1. Click the Report Layouts box at the top of the report
2. Create or Edit a report layout
3. Click on the name of the group of accounts that show an incorrect variance to access the group editing option
4. Select the Budget Favourability box
5. Choose one of the options provided
The options provided within the budget favourability box will consist of:
Over Budget - If the actual for an account is higher than the budgeted value, Joiin will show a green (Positive) variance
Under Budget - If the actual for an account is lower than the budgeted value, Joiin will show a green (Positive) variance
Neutral - Joiin will show a black-and-white variance to indicate no budget favor
6. After selecting an option, click Accept to save the changes to this group
7. Save the layout and run the report to check that this now appears as expected