A Budget Usage Report helps you understand your spendings against your Budget.
Examples:
- The Budget spent by locations
- The Budget spent by the supplier
- Your expenses by departments/projects
- PO/Invoice amounts that are included in the budget
To create a Budget Usage Report, you should do the following:
1. Open the Reports module and find the Budget Usage Report.
2. Select the date period and set all necessary filters.
- Creation Date — the period within which you want to see budget expenditures. Search is performed by the document creation date.
- Period — shows the expenses incurred within the specified period. Search is performed by the document delivery date.
3. Click Run Report and then Export. Learn more about exporting and sharing reports here.