How to Create a Budget Usage Report

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.