Report: Budgets

Quick Fix

Log In to your account > Click Admin > Reports > 

Click on Budgets > Set the desired parameters > Click Show or Export

Step by Step Instructions

Log In to Your Account.

Once you click "Admin" you'll be taken to your Dashboard. Click on the Reports tab. 

You will be taken to a list of available reports. There are two reports regarding budgets: Budgets Incoming Details and Budgets Outgoing Summary. 

Budgets Incoming Details shows the company budget that is going to manager budgets. 

Budgets Outgoing Summary shows manager budgets going out to employees. 

Click on the desired report. 

Next, set the parameters of the dates you want the report to cover (e.g. weekly, monthly, quarterly, annually) by adjusting the Start Date and the End Date of the Filters.

You can also narrow the Report down by Group; just click on which group you want to run the Report for. If you don't choose a group, then the Report will pull and display data from your entire organization. 

You can also decide to include Archived Users. If you don't include the Archived Users, the report will be run for all of your active users in the group you selected. 

Once you've selected the parameters of the Report, click Show to view it. 

Your report will load below the search parameters. The list will show you all of the Debits and Deposits from your budgets starting at the earliest date in your search parameters. 

You can adjust your search parameters and reload different versions of the budgets report. 

Export Report to CSV File

If you have more questions, please tell us how we can improve and clarify this topic by commenting below. You can also submit a Support Ticket for more assistance.