---
title: "Rolling Budget Report"
slug: "rolling-budget-report"
updated: 2026-06-04T18:24:00Z
published: 2026-06-04T18:24:00Z
canonical: "guide.youraspire.com/rolling-budget-report"
excludeFromExternalSearch: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://guide.youraspire.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Rolling Budget Report

## Overview

The *Rolling Budget Report* shows your company's [annual budget](https://guide.youraspire.com/docs/budgets-search-list-screen) alongside actual performance numbers in a single view. As you close months throughout the fiscal year, the report automatically replaces budget numbers with actuals so you can track progress without switching between reports.

## Requirements

- To access the Reporting module, you need *View Reports* added to your user role.
- To view the Rolling Budget report, you need *View Rolling Budget* added to your user role.

### Things to know

- Actuals only appear for months that have been closed in the current fiscal year. Open months continue to show budget numbers.
- The report requires an existing annual budget. If no budget has been created for the selected fiscal year, the report won't display data.

![2027 rolling budget report showing earned revenue and direct costs for each month.](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/ChatGPT Image May 27, 2026, 01_12_43 PM.png?sv=2026-02-06&spr=https&st=2026-11-15T01%3A17%3A19Z&se=2026-11-15T02%3A17%3A19Z&sr=c&sp=r&sig=EOa84t9b3e4%2FwPv%2Bj5gW4EgOJ%2BOfsbywPHFidk50umM%3D)

## Rolling Budget Report Filters

Select the three-dot icon > **Update Report Filters** at the top of the report to customize how the data displays.

![Report filters for summary view, fiscal year 2027, and revenue options displayed.](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/2026-05-27_13-17-26.png?sv=2026-02-06&spr=https&st=2026-11-15T01%3A17%3A19Z&se=2026-11-15T02%3A17%3A19Z&sr=c&sp=r&sig=EOa84t9b3e4%2FwPv%2Bj5gW4EgOJ%2BOfsbywPHFidk50umM%3D)

| Filter | Description |
| --- | --- |
| View Type | Sets the level of detail in the report. The default *Summary* view shows totals across the company. The *Detail* view breaks out budget and actual numbers by branch and division. |
| Fiscal Year | Sets the fiscal year for the budget data displayed in the report. |
| Revenue | Sets whether the report shows earned revenue or invoiced revenue. |
| Branch | Filters the report to show data for specific branches. |
| Division | Filters the report to show data for specific divisions. |