How to Create a Budget Custom Report

To learn more about Custom Reports in Precoro and their types, read the article on How to Create a Custom Report.

Budget Custom Report
allows you to generate any data set describing all Budgets you have access to in Precoro. After running, the Custom Report can be downloaded in XLSX format. Thus, you can gather, filter, process, analyze, and use the data about Budgets. 

This report will be helpful when you need to analyze the current state of your budgets spendings in general or by selected departments/locations/chart of accounts/etc. Also, you can check the available, used, and reserved amounts across your budgets. 

Let's say your financial analyst wants to regularly track the level of spending and available amounts across all budgets you have access to in Precoro. To prepare this type of analytics and always be up-to-date, you can create a Budget Custom Report with the following indicated parameters: 

  • Budget/Parent Budget name — to have a list of actual budgets.
  • Locations/Documents Custom Fields/Items Custom Fields — to cluster your results.
  • Start/End date — to filter results by the budget period.
  • Total/Available/Used/Reserved — to analyze the relevant amounts.

Budget type of Custom Reports is available only for users with active Report and Budget roles.

Budget Custom Report
can be generated using only the General type of data.

Here is an example of how to do this: