Budget Report

Before running the Budget Report, you must make sure all Supply Pricing and Budget Items have been entered (see related articles). There are two ways to run the Budget Report:

OPTION 1: Individual Function

Go to Functions > use the search box or 'Advanced Search' to find the Function you want to enter a Budget for

Click on the Function

Click on the 'Manage Budget' button

Click on the 'Budget Report' button

Review where you overspent or underspent for this Function

OPTION 2: All Functions

Go to Reports > Logistics

Under the 'Financial Report' header, select the 'Budget Report'

Select any Filter Options and click 'Run Report' (check the option to 'Download Report' if you want an Excel format)

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