Creating a budget report

Alloy allows you to create a budget summary report, which can be downloaded and viewed in a spreadsheet application.

Note

Depending on your permission settings, you may not be able to create budget reports. Contact your administrator for assistance.

  1. Select a budget to view its details.
  2. Select the Reports tab of the Item details panel.
  3. Select the more actions button from the action bar.

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  1. Select Create report to generate a report for the selected budget. The Create report page is displayed on the left hand side.

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  1. Select Budget Reports, the Details page is displayed.

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  1. Select the Name field and enter a name for the report you will create.
  2. Select Create. An notification confirms that your report is created.

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  1. When the report is complete it is displayed in the Item details panel.
  2. Select the more actions button from the action bar.

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  1. Select the Download button to retrieve the report document as a CSV file. You are prompted to select a a location for the document.
  2. You can use a spreadsheet application to view the report document, which provides a budget summary report for all the budget periods similar to that illustrated below:

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