This is where you will find your budget. The Reports menu allows you to combine the past and the future together. This way, you are able to display different scenarios and time frames and decide to include historical financial data or not.
The Reports and Graphs video (2 min) on the right demonstrates the versatility and power of what you can create and export using Budgeto!
To access the reports menu, start by clicking on the Report menu on the bottom of the Left-side menu, and then clicking on the desired report (Profit and Loss, Cash Flow, Balance Sheet...)
1- First step is to enter the data you want to compare:
1- REPORT: Select which reporttype you wish to generate (Profit and loss, Cashflow, Balance sheet).
2- BUDGET: Select which budget you want to use
3- STARTING: Enter the start date of the parameters used for the Budget and Report type.
4- ENDING: Enter the end date of the parameters used for the Budget and Report type.
5- HISTORICAL UP TO: Select up to which time period you want to use historical data (None is also a valid option). When you select a month from this menu, Budgeto displays your historical data in the selected report (up to the selected month). Therefore, you have a hybrid report that contains your historical accounting data and your forecasted budget data (the cutoff between the past and the future being the month selected in the drop-down menu).
6-DETAIL LEVEL: Select the amount of detail you want your report to have:
Overview: A summary.
Standard: A basic budget with a standard amount of detail.
Full: A complete report with as much detail as possible.
7- VIEW BY: Select whether you want to view your budget reports by month, or by year.
2- After entering the parameters you wish to use, click on the green button "Generate".
3- See your budget data below (notice the detail level is set to FULL).
Exporting my reports | PDF & Excel
Are you looking how to export/print/download your budget and financial reports as a PDF or Excel file? Use the Export (PDF/Excel) button found on the left-side menu, or read this article from our Knowledge Base: - How to EXPORT a budget (PDF/EXCEL)
Still need help? These resources are for you!
1- There is a search bar at the top right of the screen, use it often! Use words that you see on the section you are dealing with in order to search for related articles in our Knowledge Base.
2- If you haven't found an answer to your question, create a support ticket and our team will find an answer for you: