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Budget Report Overview

The Budget Report  allows you to quickly see how your booked business and forecast compare to your annual budget plan.

To create the Activity report, please follow the below instruction:

1. Please navigate to Reports on the menu bar.

2. Click Revenue tab.

3. Click Budget Report link.

4. From the Hierarchy area, select at least one option.  Note:   You can select up to five options.

     -The hierarchy order determines how the data is nested in the report.

5. Optional: Select filters to remove the data that you do not wish to report on.

 

6.  Click the Run button.




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